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.
Results From UK Advisory Workflows
Hours/week reclaimed
Avoided hire cost
Admin throughput uplift
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
Meet MonAI: AI That Lives in Your Office
Not another cloud tool. Physical hardware that processes documents locally in your office.
Deploy In-Office
Designed for local/in-office deployment so your team can process documents under your control.
Drag & Drop Documents
PDFs, Word docs, Excel spreadsheets—drag them in. Click a button to generate documents, extract fields, or chat directly with files.
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
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
"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."
Learn How UK Firms Are Transforming
Real case studies, honest comparisons, and practical guides from firms already using AI automation
Case Studies & Comparisons
Solutions
Everything You Need
Every feature designed to save you time while keeping you compliant
Chat With Your Documents
Ask questions across a client record and supporting documents to surface key facts faster.
Smart Field Extraction
Turn messy PDFs and documents into structured facts your team can review and use.
One-Click Document Generation
Generate a clean annual review prep document (summary + key changes + meeting questions) with one click.
Human Approval Loop
MonAI drafts outputs. Your team reviews and approves before anything is used or sent.
On-Premises Security
Designed for in-office processing so you don't need to upload client files into generic cloud tools.
Multi-File Processing
Upload multiple documents simultaneously. Process entire client folders at once. Organise by client for easy management.
Built-In Validation
Highlight missing or ambiguous information so your team can verify before approving outputs.
Continuous Learning
Regular updates based on real usage. New features added from client feedback. Actively maintained and improved.
From £39 a Month.
No Demo Call.
Most adviser AI tools are £89 to £249 a month and need a demo to sign up. MonAI starts at £39, self-serve.
Solo
Sole-trader IFAs, mortgage advisers, will writers.
- 50 reports per month
- No watermark
- Email support
Pro
For paraplanners and high-volume advisers.
- 250 reports per month
- Custom branding
- Priority support
Studio
Highest volume. Custom workflows.
- 1,000 reports per month
- Custom prompts and workflows
- Same-day support
Need on-premises for compliance?
For network firms with strict on-prem mandates, the Enterprise tier deploys to a MonAI Box in your office. Client data never leaves the building.
Talk to us about Enterprise →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. In a demo, we'll walk through your workflow and data handling requirements.
Try Before You Talk to Us
Three reports a month on the Free tier. No card. No setup. Sign up and you're generating in five minutes.
Open MonAI Workspace →No card required.
Or — if you'd rather see a live walkthrough first, especially for an Enterprise / on-prem evaluation, book a 15-minute demo:
Pick a Time That Works for You
What to Expect
- →15-minute live demonstration
- →Bring your documents — see MonAI process them live
- →On-prem / Enterprise discussion if needed
- →No obligation, no pressure, no commitment