Real results from admin teams

Save 35+ Hours
Every Week

Stop wasting time on manual data entry.

Turn admin prep into a repeatable workflow: export → upload → click → approve.In your office. Client files stay under your control.

Email Us
No obligation • 15-minute demo
See it work with your documents
Human review and approval stays in the loop
Listen: Why 35 Hours Matters
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Speed:

Results From UK Advisory Workflows

0+

Hours/week reclaimed

£0k

Avoided hire cost

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Admin throughput uplift

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Click to generate

Still Copying Data from PDFs?

Most UK financial advisors waste hours every week on manual data entry

30 minutes per pension transfer form

Manual data entry errors cost you clients

Staff hate repetitive copying and pasting

Cloud AI creates GDPR nightmares

Considering hiring more admin staff

There's a better way...

Meet MonAI: AI That Lives in Your Office

Not another cloud tool. Physical hardware that processes documents locally in your office.

1

Deploy In-Office

Designed for local/in-office deployment so your team can process documents under your control.

2

Drag & Drop Documents

PDFs, Word docs, Excel spreadsheets: drag them in. Click a button to generate documents, extract fields, or chat directly with files.

3

Click → Draft → Approve

MonAI drafts structured outputs from the documents. Your team reviews and approves before anything is used or sent.

Why MonAI is Different

Designed for in-office processing (client files stay under your control)

Works with your existing systems

Built around repeatable workflows (export → upload → click → approve)

Batch processing for busy admin teams

Real Results from a Real Client

See how one UK firm transformed their operations in 6 months

Real client testimonial from a UK financial advisory firm

BEFORE MonAI

  • 30 minutes to 1 hour per pension transfer form
  • Manual data entry errors
  • Staff frustrated with repetitive work
  • Considering hiring more admin staff

AFTER MonAI

  • Minutes instead of half an hour per form
  • 25–30 cases/day
  • 35+ hours/week back
  • £20–25k hire avoided
M

"MonAI has transformed how we process documents. What used to take us hours now takes seconds, and the accuracy is incredible."

Managing Director
UK Financial Advisory Firm

Learn How UK Firms Are Transforming

Real case studies, honest comparisons, and practical guides from firms already using AI automation

Case Studies & Comparisons

Solutions

View All Resources
Built for Financial Advisors

Everything You Need

Every feature designed to save you time while keeping you compliant

Workflow Q&A

Chat With Your Documents

Ask questions across a client record and supporting documents to surface key facts faster.

Structured Facts

Smart Field Extraction

Turn messy PDFs and documents into structured facts your team can review and use.

Review Prep Output

One-Click Document Generation

Generate a clean annual review prep document (summary + key changes + meeting questions) with one click.

Stay In Control

Human Approval Loop

MonAI drafts outputs. Your team reviews and approves before anything is used or sent.

Local / Private

On-Premises Security

Designed for in-office processing so you don't need to upload client files into generic cloud tools.

Bulk Operations

Multi-File Processing

Upload multiple documents simultaneously. Process entire client folders at once. Organise by client for easy management.

Quality Controls

Built-In Validation

Highlight missing or ambiguous information so your team can verify before approving outputs.

Always Improving

Continuous Learning

Regular updates based on real usage. New features added from client feedback. Actively maintained and improved.

Per Account, Not Per Seat.

Free

Try it. No card needed.

£0
  • 3 reports per month
  • All export formats
  • Watermarked outputs
Start Free →

Solo

Pays for itself in the first suitability letter.

£790/year
£66/mo two months free
  • 40 reports per month
  • No watermark
  • Email support
Start Free →
Most Popular

Pro

For paraplanners and high-volume advisers.

£1,490/year
£124/mo two months free
  • 200 reports per month
  • Custom branding
  • Priority support
Upgrade to Pro →

Studio

Highest volume. Custom workflows built with you.

£2,990/year
£249/mo two months free
  • 1,000 reports per month
  • Custom prompts and workflows
  • Same-day support
Upgrade to Studio →

Need it on-premises?

Same software, deployed in your office. We will quote based on your firm's setup.

Talk to us about Enterprise →

Questions? We’ve Got Answers

Everything you need to know about MonAI

MonAI is designed for in-office deployment so your team can process documents locally instead of uploading client files into generic cloud AI tools. In a demo, we'll walk through your workflow and data handling requirements.

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

Prefer email?

Send us a message. We reply within 24 hours.

info@monaiglobal.com

What to expect

  • → 15-minute live demonstration
  • → Bring your documents, see MonAI process them live
  • → On-prem and Enterprise discussion
  • → No obligation, no pressure