Drop in a whole folder.
Get every client case
ready to sign off.
Batch processing for UK advisers. Drop in a whole folder of client files, the workspace creates the cases automatically, then run every case in one pass. Every document, extraction and sign-off recorded in a full audit trail.
Free for 30 days, full product. No card. No sales call.
New in MonAI Workspace
The biggest update yet. Many clients at once, and a trail you can stand behind.
Two changes lead this version. Batch processing clears a whole folder of client files. A full audit trail records every document, extraction, snapshot and sign-off.
Batch processing
Drag in a whole folder of client files. The workspace creates the cases automatically, you can name each one, then run every case in one pass. More cases through the same day, not one at a time.
The Documents screen reading a batch of case files, page by page, before the batch runs.
How batch works →
Full audit trail
Every document, extracted field, snapshot revision and section approval is recorded. The signed snapshot is the source of truth, signed off before anything is generated.
The evidence viewer, where every figure opens the source page with the matched text highlighted.
See what's new →
Real firm. Real results.
One firm went from 10 cases a day to 30. Same person. Same hours.
Every report used to mean 30 minutes of pulling statements and pasting into templates. They hired more admin. It did not help. After switching to MonAI, the same adviser cleared 30 cases a day.
Anonymised at their request.
Find Out If AI Can Fix This →
How it works
From login to first report in under 5 minutes
Upload client documents
Drop in CFRs, fact-finds, plan illustrations, ceding scheme statements. Any format. PDFs get OCR'd.
Pick a template
Suitability letter. Annual review. Pension transfer report. Or chat the documents directly.
Generate. Review. Sign off.
Branded PDF and DOCX with your logo, colour, font and footer. Every claim cites the source page.
Inside MonAI Workspace
Three apps. One case, end to end.
MonAI drafts the document, then you finish it in the editor that fits the job. The editors are built into the workspace, so nothing leaves it to be retyped somewhere else.
MonAI Write
The draft, editable as a DOCX on your firm letterhead. Adjust the wording, then export the file your client and your case notes expect.
MonAI PDF
The PDF workbench. The client file opens with the tools rail alongside: fill and sign, edit, organise pages, OCR, redact and compare.
MonAI Grid
The spreadsheet app, built into the workspace and ready to open beside a case. Full spreadsheet generation from a case is coming soon.
You sign off. Not the AI.
MonAI drafts. You review, edit and approve. The regulatory boundary is exactly where it always was: the adviser. The AI does the typing that used to take 30 minutes.
Every claim cites the source
MonAI works against your actual documents. It cannot invent facts. Every citation links back to the source page.
On-prem means zero third-party risk
Deploy on a Mac Studio in your office. No cloud. No data processor. FCA Mills Review flags on-prem AI as lower risk.
See it work
A UK advisory firm walks through their results with MonAI.
Hours saved
per week
Cost avoidance
per year
Minutes
per review
What advisers say after switching
Anonymised 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. 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
Your data. Your hardware. Your time.
Deploy on our cloud or run it on a MonAI Box in your office. One product, two ways to run it.
Deploy anywhere
The workflow, templates, audit trail and outputs are identical. The inference layer differs: on the box the AI runs on the device.
Details →35 seconds, not 35 minutes
Upload a client pack, pick a template, generate. Branded PDF and DOCX.
Start free →One engine, every vertical
IFAs. Mortgage advisers. Will writers. Insurance brokers. No per-vertical pricing.
Solutions →Try free. No card.
The full product free for 30 days, up to three named people. No credit card. Upgrade anytime.
Start free →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.
Generate your first report now
The full product free for 30 days. No card. No setup call.
Start free for 30 days →Need it on-prem? Talk to us about Enterprise →
The MonAI Box
Your own AI. In your office.
A Mac Studio running MonAI software. Deployed in your office. No cloud. No data processor. No third party sees your client files.
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, with confidence scores and a verification step before anything is used.
Install + support
We set it up to match your exact workflow, then refine it.
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 workspaceEnterprise or on premises? info@monaiglobal.com
Questions advisers ask before signing up
What does the free trial include?
The full product for 30 days, up to 3 named people. No card, no watermark. Your work stays readable and exportable for 90 days after it ends.
How is MonAI different?
Priced per named seat, not per account. Self-serve. Supports mortgage advisers and will writers too.
Do I need to install anything?
No. Runs in your browser. On-premises deployment uses a MonAI Box in your office.
Is my client data safe?
Yes. Encrypted, UK-hosted. Each tenant fully isolated. On-premises deployment runs entirely in your office.
Can I cancel any time?
Yes. No notice period. Cancel from billing page. Reactivate in one click.