How it works
On‑Prem AI That Turns Admin Into a Repeatable Workflow
MonAI runs inside your office. It extracts key facts, links them to sources, and produces structured outputs you can approve and send.
01
Export
Pull PDFs from your CRM, provider portals, or email.
02
Upload
Drop files into the MonAI workspace.
03
Generate
MonAI extracts facts and drafts outputs.
04
Approve
Human‑in‑the‑loop review before anything leaves.
Why this works in regulated environments
- •Evidence pack and source‑linked facts for compliance
- •Repeatable templates for annual reviews and suitability letters
- •On‑prem processing keeps data in your control
- •Human approval before outputs go to clients
Outputs you can trust
Evidence Pack
Every key value tied back to a source document.
Structured Outputs
Templates that keep reviews consistent and auditable.
Approval Loop
Human review before final delivery.
The MonAI Box
On‑Prem AI, Delivered Like Premium Hardware
A dedicated, branded machine that lives inside your firm. No cloud processing. No data leaving the office. Just fast, repeatable workflows that turn document chaos into clean outputs.
Private by design
Client data stays on‑site. You keep control and auditability.
Built for workflow
Optimised for repeatable admin tasks, not generic chat.
Fast turnaround
Turn hours of admin into minutes without sacrificing accuracy.
Install + support
We set it up to match your exact workflow, then refine it.
Proof From Real Advisory Operations
Anonymised, outcome‑focused excerpts from UK advisory teams
"That in itself has saved us a lot of time at the back end."
Operations Lead, UK advisory firm
"We got through about 30… 25–30. … usually get through… ten."
Paraplanner, UK advisory firm
"It's sped up time to us, so we've got more capacity to take more on."
Operations Lead, UK advisory firm
"It is slick, it's doing it all, it's saving loads of time."
Director, UK advisory firm
"We don't need another member of staff… we've saved costs."
Director, UK advisory firm
"The bit where this helps is the annual review preps."
Director, UK advisory firm
See MonAI in Action
Book a free 15-minute demo. Bring your documents. See it work.
✓ No sales pressure ✓ No obligation ✓ Just a real demonstration
Pick a Time That Works for You
Prefer Email?
No problem. Send us a message and we'll get back to you within 24 hours.
info@monaiglobal.comWhat to Expect
- →15-minute live demonstration
- →See MonAI process your actual documents
- →Get answers to your specific questions
- →No obligation, no pressure, no commitment required