Drop in a client file.
Get a suitability letter.
In seconds.
Your hardware or ours. Upload your firm's logo, pick a template, generate. Branded PDF and DOCX with your branding. Edit anything before sign-off.
3 free reports every month. No card. No demo call.
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.
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 on a Mac Studio in your office. Same AI, both ways.
Deploy anywhere
On our cloud, or on a Mac Studio in your office. Same software. Same AI.
Details →35 seconds, not 35 minutes
Upload a client pack, pick a template, generate. Branded PDF and DOCX.
Open Workspace →One engine, every vertical
IFAs. Mortgage advisers. Will writers. Insurance brokers. No per-vertical pricing.
Solutions →Try free. No card.
Three reports every month. Full access. No credit card. Upgrade anytime.
Try on Cloud →Generate your first report now
Three free reports every month. No card. No setup call.
Open Workspace →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 without sacrificing accuracy.
Install + support
We set it up to match your exact workflow, then refine it.
Try free. Book a demo if you need more.
Three reports a month on the Free tier. No card. No setup. Start generating in five minutes.
Open MonAI Workspace →No card required.
Or book a 15-minute walkthrough, especially for Enterprise or on-prem evaluation:
Pick a time
What to expect
- → 15-minute live demonstration
- → Bring your documents, see MonAI process them live
- → On-prem and Enterprise discussion
- → No obligation, no pressure
Questions advisers ask before signing up
What does the free tier include?
Three reports per month, full chat-with-documents. No card required.
How is MonAI different?
Priced per account, not per seat. Self-serve. Supports mortgage advisers and will writers too.
Do I need to install anything?
No. Runs in your browser. Enterprise deploys to a MonAI Box in your office.
Is my client data safe?
Yes. Encrypted, UK-hosted. Each tenant fully isolated. Enterprise tier runs entirely in your office.
Can I cancel any time?
Yes. No notice period. Cancel from billing page. Reactivate in one click.