Real results from admin teams

Save 35+ Hours
Every Week

Stop wasting time on manual data entry.

Turn admin prep into a repeatable workflow: export → upload → click → approve.In your office. Client files stay under your control.

No obligation • No sales call
See it work with your documents
Human review and approval stays in the loop
Listen: Why 35 Hours Matters
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Speed:

Results From UK Advisory Workflows

0+

Hours/week reclaimed

£0k

Avoided hire cost

0x

Admin throughput uplift

0

Click to generate

Still Copying Data from PDFs?

Most UK financial advisors waste hours every week on manual data entry

30 minutes per pension transfer form

Manual data entry errors cost you clients

Staff hate repetitive copying and pasting

Cloud AI creates GDPR nightmares

Considering hiring more admin staff

There's a better way...

Meet MonAI: AI That Lives in Your Office

Not another cloud tool. Physical hardware that processes documents locally in your office.

1

Deploy In-Office

Designed for local/in-office deployment so your team can process documents under your control.

2

Drag & Drop Documents

PDFs, Word docs, Excel spreadsheets: drag them in. Click a button to generate documents, extract fields, or chat directly with files.

3

Click → Draft → Approve

MonAI drafts structured outputs from the documents. Your team reviews and approves before anything is used or sent.

Why MonAI is Different

Designed for in-office processing (client files stay under your control)

Works with your existing systems

Built around repeatable workflows (export → upload → click → approve)

Batch processing for busy admin teams

Real Results from a Real Client

See how one UK firm transformed their operations in 6 months

Real client testimonial from a UK financial advisory firm

BEFORE MonAI

  • 30 minutes to 1 hour per pension transfer form
  • Manual data entry errors
  • Staff frustrated with repetitive work
  • Considering hiring more admin staff

AFTER MonAI

  • Minutes instead of half an hour per form
  • 25–30 cases/day
  • 35+ hours/week back
  • £20–25k hire avoided
M

"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."

Managing Director
UK Financial Advisory Firm
Built for Financial Advisors

Everything You Need

Every feature designed to save you time while keeping you compliant

Workflow Q&A

Chat With Your Documents

Ask questions across a client record and supporting documents to surface key facts faster.

Structured Facts

Smart Field Extraction

Turn messy PDFs and documents into structured facts your team can review and use.

Review Prep Output

One-Click Document Generation

Generate a clean annual review prep document (summary + key changes + meeting questions) with one click.

Stay In Control

Human Approval Loop

MonAI drafts outputs. Your team reviews and approves before anything is used or sent.

Local / Private

On-Premises Security

Designed for in-office processing so you don't need to upload client files into generic cloud tools.

Folder To Cases

Batch Processing

Drag in a whole folder of client files. The workspace creates the cases automatically, you can name them, then it runs every case in one pass. A much higher throughput of cases.

Quality Controls

Built-In Validation

Highlight missing or ambiguous information so your team can verify before approving outputs.

Every Step Recorded

Full Audit Trail

Every document, extracted field, snapshot revision and section approval is recorded. The signed snapshot is the source of truth before anything is generated.

One price. Per named seat.

£69 per named seat per month. No VAT is charged. A named seat is one person who can sign in, including you. Buy as many seats as your firm has people. No setup fee. Monthly, cancel any month.

How many people will use MonAI?

1

1 named seat = £69 per month. No VAT is charged.

Start with all of this free for 30 days, then add the seats you need.

Free trial

The full product, with no card and no watermark.

£0for 30 days
  • The full product, not a cut-down version
  • Up to 3 named people
  • No card required
  • No watermark on anything you make
  • 30 days, or 20 successful AI actions
  • or £2 of AI service spend, whichever comes first
  • Read and export your work for 90 days after it ends
Start free in the portal →
The whole product

Workspace

No VAT is charged. One monthly bill for the whole firm.

£69per named seat, per month
  • Every seat is a named person who can sign in
  • The administrator is a named seat too
  • The same price for every seat, whatever the size of your firm
  • No setup fee and no annual plan
  • One monthly bill for the whole firm
  • Cancel any month
Start free, then subscribe →

No VAT is charged. Accounts, billing and seats live in the MonAI Workspace portal.

Cloud to test. On premises to run.

Start on the free cloud workspace and try it on your own documents. If you need it on site, the box becomes your production system. One product, two ways to run it.

The workflow, templates, audit trail and outputs are identical. The inference layer differs. On premises runs on the device, so it is slightly slower, and it can be slightly less accurate than the cloud. Every field carries a confidence score and source evidence, and a mandatory verification and sign off step runs before anything is used.

More on the on premises deployment

Questions? We’ve Got Answers

Everything you need to know about MonAI

MonAI is designed for in-office deployment so your team can process documents locally instead of uploading client files into generic cloud AI tools. Start free in the cloud workspace, or email info@monaiglobal.com and we'll walk through your workflow and data handling requirements.

Get started

Start free. Get in touch if you need more.

The full product free for 30 days, up to three named people. No card, no setup, and you can generate your first report in five minutes.

Start free in the cloud workspace

Enterprise or on premises? info@monaiglobal.com