Three advisers.
The output of ten.
One admin clearing thirty cases a day instead of ten. Pension suitability letters drafted in minutes. Annual reviews ready before the meeting. Compliance you can actually defend, because every figure cites the source document.
3 free reports a month, forever. No card. Cancel anytime.
Works in any browser. Phone, tablet or laptop. No app to install. Enterprise on-prem available →
MonAI Workspace
In your browser. 3 free reports a month, forever. Sign in, upload, generate.
Try the cloud
Real admin team. Real bottleneck.
Before MonAI: 10 cases/day. After: 30 cases/day.
The Hidden Cost of Manual Admin
30m
Per pension transfer
Reading statements, extracting facts, copying into docs. 20+ times per month.
60m
Per annual review
Pulling records, summarising changes, prepping questions. Every. Single. Client.
£25K
To hire more admin
Hiring doesn't fix the process, it just adds cost to a broken workflow.
Scaling Without Adding Staff
Real results from UK financial advisors: 35 hours saved weekly
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
Why Advisers Choose MonAI
One flat fee. No per-seat surprises. Try free, decide later.
Flat fee per firm
Solo £39/mo. Firm £99/mo for 3 advisers. Team £249/mo for 10. Compare to per-seat tools at £89 to £249 per adviser. The price you see is the price you pay.
See full pricing →Sign up & start
No sales call. No card required for the free tier. Open the workspace, upload a client pack, generate your first suitability letter in under five minutes.
Open Workspace →Built for adjacent advisers
Most adviser AI tools focus on IFAs only. MonAI is built equally for IFAs, mortgage advisers and will writers, with templates and prompts tuned for each.
See solutions →Need on-premises for strict compliance? Enterprise tier with the MonAI Box keeps client data on hardware in your office. Talk to us →
Ready to start?
Three reports a month on the Free tier. No card. No setup call. Sign up and you're generating in five minutes.
Compliance-mandated firm? Enterprise on-prem →
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.
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
Frequently Asked Questions
Pricing, security, getting started, straight answers.
What does the free tier include?
Three reports per month, full chat-with-documents, all export formats (Markdown, Word, PDF). No card required to sign up. Outputs on the free tier carry a small MonAI watermark, upgrade to Solo (£39/mo) to remove.
How is MonAI different from per-seat adviser AI tools?
Flat fee per firm, not per seat. Solo £39/mo (1 user), Firm £99/mo (3 users), Team £249/mo (10 users). The category typical is £89 to £249 per seat per month with a demo call required to sign up. We are self-serve from the browser, free to try, and serve IFAs, mortgage advisers, and will writers, not just IFAs.
Do I need to install anything?
No. MonAI Workspace runs in your browser. Sign up, upload documents, generate. No IT setup, no training day. For network firms with strict on-premises mandates, our Enterprise tier deploys to a MonAI Box in your office.
What documents can it process?
Native PDFs, scanned PDFs (auto-OCR'd to searchable text), Word documents. Typical inputs: CFRs, fact-finds, plan illustrations, ceding scheme statements, meeting notes. Every citation in the output links back to the source page so you can audit it.
How accurate are outputs?
Every report is editable before sign-off, and every factual claim cites the source document. Retrieval-augmented generation means the model works against your actual documents, it can only cite what you uploaded. Final adviser sign-off remains the regulatory boundary; MonAI prepares the draft, you check it.
Is my client data safe?
Yes. Encrypted in transit and at rest, UK-hosted infrastructure. Each tenant is fully isolated, no cross-firm data exposure. Auth via Clerk (production), generation via OpenAI under DPA. For firms with strict on-prem requirements, the Enterprise tier runs entirely in your office.
Can I cancel any time?
Yes. Cancel from billing page in the workspace. No notice period, no exit fees. Mid-month cancellations keep access until the end of the billing period. Reactivate in one click when you need it again.