Soraban
Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
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Skillcast
Skillcast delivers compliance training and RegTech through a unified Compliance Portal that brings e-learning, Policy Hub (versioning & attestations), staff declarations, compliance registers, CPD/Training 360 and Events Management in one place.
Use Skillcast as your LMS or deliver content into your LMS via Remote SCORM/xAPI. Aida, the built-in AI assistant, answers policy-aware questions.
Integrates with HR/LXP platforms and supports SCIM.
Security: Azure hosting; ISO 27001, Cyber Essentials/Plus and SOC 2. Standards: SCORM 1.2/2004, xAPI.
Library: 400+ courses spanning anti-money laundering, financial crime, GDPR/data protection, health & safety, cybersecurity, anti-bribery, sanctions and equality. Prebuilt registers cover Gifts & Hospitality, Whistleblowing, Data Breach and RIDDOR, with configurable workflows and approvals.
Industries: financial services, manufacturing, hospitality and retail.
Free trial available. Multilingual, accessible delivery.
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Lexion
Lexion consolidates and harmonizes contracts within your systems, establishing a unified source of truth. Manually tracking essential information can be laborious and time-consuming. With Lexion’s AI technology, you can automatically retrieve the information you require while also gaining access to verification tools. This allows you to minimize the time dedicated to manual reviews, data entry, and addressing frequent contract inquiries. For compliance assessments, you can easily generate reports. Additionally, you will have ample time to cancel or renegotiate contracts as needed. Our premium onboarding process offers a meticulously organized repository for contracts, with key terms automatically filled in by Lexion's AI. Built from the ground up, Lexion prioritizes enterprise security, performance, and adherence to SLA requirements. The platform was crafted at a renowned AI research institution and backed by a distinguished venture capital firm. Our experienced team is a testament to success in developing innovative companies alongside state-of-the-art AI solutions. Furthermore, we possess the capability to design productivity applications that users find both valuable and appealing. By leveraging our expertise, we aim to enhance efficiency and satisfaction in contract management.
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Assembly Neos
For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.
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