From folder to signed letter.
MonAI runs inside your office. It extracts key facts, links them to sources, and produces structured outputs you can approve and send. One workflow for suitability letters, annual reviews and pension transfers.
No cloud. No data processor. No client file leaving the building.
Export
Pull PDFs from your CRM, provider portals, or email.
Upload
Drop files into the MonAI workspace. PDFs are OCR’d.
Generate
MonAI extracts facts and drafts outputs with source links.
Approve
Human review before anything leaves the building.
Cloud workspace or private in your office.
The cloud workspace is the full self-serve product. The private version is the same product on a machine in your office. Same workflow, templates, audit trail and outputs. The only difference is where the documents sit.
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.
Why this works in regulated environments
- Evidence pack and source-linked facts for compliance
- Repeatable templates for annual reviews and suitability letters
- On-prem processing keeps data in your control
- Human approval before outputs go to clients
Outputs you can trust
Evidence Pack
Every key value tied back to a source document.
Structured Outputs
Templates that keep reviews consistent and auditable.
Approval Loop
Human review before final delivery.
Three apps, one case
MonAI Workspace is one product with three editors built in. The generated draft opens in the app that fits the work, so the case stays in one place from extraction to sign off.
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.
On your letterhead, in the format you need
The same signed off case comes out as a DOCX you can edit in MonAI Write, or as a PDF you can finish in MonAI PDF. The letterhead, logo, colours and footer are your firm's, not ours.
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 them, then run every case in one pass. A much higher throughput of cases, 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, with the signed snapshot as the source of truth before generation.
The evidence viewer, where every figure opens the source page with the matched text highlighted.
See what's new →
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.
Proof from real advisory operations
“That in itself has saved us a lot of time at the back end.”
“We got through about 30. Usually get through ten.”
“It's sped up time to us, so we've got more capacity to take more on.”
“It is slick, it's doing it all, it's saving loads of time.”
“We don't need another member of staff. We've saved costs.”
“The bit where this helps is the annual review preps.”
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.
Enterprise or on premises? take the private AI check