MonAI Write
The draft, editable as a DOCX on your firm letterhead. Adjust the wording, then export the file your client and case notes expect.
Private AI.In your office.3x admin output. Client data never leaves the building.
A private AI workflow for UK financial admin. It reads pension statements, drafts the suitability letter and puts the source behind every figure. Installed on a machine in your office, so nothing leaves the building.
Installed, trained and supported by MonAI. No cloud. No third party.
0 files leave2 hrs install1 sign-off
0
Files leave the building
2 hrs
Typical install
1
Human sign-off
Same workflow. Same trail.
Batch processing clears a folder of client files. The audit trail records every document, extraction, snapshot and sign-off. Both versions do the same work. The only difference is where the documents live.
A folder in. A day's work out.
Drag in a whole folder. The workspace creates the cases, names them and runs every case in one pass. More cases through the same day, not one at a time.
Every figure has a page behind it.
Every document, extracted field, snapshot revision and section approval is recorded. The signed snapshot is the source of truth, signed off before anything is generated.
10→30
Same person. Same hours. Three times the cases.
Every report used to mean 30 minutes of pulling statements and pasting into templates. They hired more admin. It did not help. After switching to MonAI, the same adviser cleared 30 cases a day.
30m
Per transfer
60m
Per review
£25K
Admin hire avoided
From folder to signed letter.
One workflow for suitability letters, annual reviews and pension transfers. Built for UK advisers, not generic document chat.
See the full workflowUpload the pack
Drop in the CFR, fact-find, plan illustrations, ceding scheme statements. Any format. PDFs get OCR'd.
MonAI reads every page
It extracts the figures, dates and objectives, then links each one to the exact source page.
Draft. Review. Sign.
Get the suitability letter or annual review as DOCX or PDF. You approve. The evidence stays attached.
Every figure opens its source page.
MonAI works against your actual documents. It cannot invent facts. Every figure carries a source page, and every draft waits for your sign-off before it leaves the building.
See the audit trail
MonAI PDF
The PDF workbench. Fill and sign, edit, organise pages, OCR, redact and compare. The client file stays in one place.
MonAI Grid
The spreadsheet app, built into the workspace and ready to open beside a case. Full spreadsheet generation is coming.
The AI is in the room. The data never leaves it.
The cloud workspace is the full self-serve product. The private version is the same product on a machine in your office. Same workflow, templates, audit trail and outputs. The only difference is where the documents sit.
Private by design
Client data stays on site. You keep control and auditability.
No third party
No cloud. No data processor. No client file leaving the building.
Built for workflow
Optimised for repeatable admin, not generic chat.
Install + support
We set it up to match your exact workflow, then refine it.
What advisers say after switching.
“That in itself has saved us a lot of time at the back end.”
“We got through about 30. Usually get through ten.”
“It's sped up time to us, so we've got more capacity to take more on.”
“It is slick, it's doing it all, it's saving loads of time.”
“We don't need another member of staff. We've saved costs.”
“The bit where this helps is the annual review preps.”
Generate your first report now.
The full product free for 30 days. No card. No setup call. Start with your own documents.
Need it on-prem? Take the private AI check.
25 hrs
A week back
10 → 30
Cases a day
0
Files leave
Questions advisers ask.
Still deciding? Start with the free trial and use your own documents. No card, no sales call.
Start freeWhat does the free trial include?
The full product for 30 days, up to 3 named people. No card, no watermark. Your work stays readable and exportable for 90 days after it ends.
How is MonAI different?
Priced per named seat, not per account. Self-serve. Built for UK advisers: suitability letters, annual reviews and pension transfers, with every figure linked to its source page.
Do I need to install anything?
No. The cloud workspace runs in your browser. The on-premises version runs on a MonAI Box in your office.
Is my client data safe?
Yes. Encrypted and UK-hosted in the cloud. Each tenant is isolated. On-premises deployment runs entirely in your office, with no client file leaving the building.
Can I cancel any time?
Yes. No notice period. Cancel from the billing page. Reactivate in one click.