The new MonAI Workspace
The biggest update since we started. The headline is batch processing: drag in a whole folder of client files, the workspace creates the cases automatically, and you run every case in one pass. Right behind it is a full audit trail that records every document, extraction, snapshot and sign-off.
New: Batch processing
A whole folder in. Every client case out.
Most tools make you work one client at a time. MonAI takes the folder as it comes and creates the cases for you. Name them if you want to, then it runs every case at once.
Drop in a folder
Drag a whole folder of client files into the workspace. PDFs, Word documents, whatever arrives from providers. No sorting needed before you start.
The cases appear
The workspace reads each file, works out what it is, and creates a case for each client it finds. No manual sorting and no first pass to check.
Name the cases
Give each case a name you will recognise. A client can be one person, a couple or a household. You can rename or merge a case right up until you run it.
Run every case automatically
Start the batch and every case is processed in one pass. That is the point: the same person clears far more cases in the same day.
Review and sign off
Open each case, check the snapshot and sign it off. The signed snapshot is the source of truth before any document is generated.
Many clients at once, not one at a time.
The same person clears far more cases in a day. The workspace does the setup, and you sign off the snapshot the documents are built from.
New: Full audit trail
Every step recorded. Nothing overwritten.
MonAI keeps a record of what happened, who did it and when. Every document that came in, every field that was extracted, every change to the snapshot and every section you signed off.
The snapshot is the source of truth. You review and sign off the data before any document is generated, so the report is built from a version you approved rather than a moving target.
Every document in and out, with its fingerprint
Every extracted field, with the source page it came from
Every snapshot revision, named by a person
Every section approval, with the name and time
And the rest of the release
The parts of the new version that quietly do a lot of work.
Named snapshot revisions
When the snapshot changes, you give the new version a name. No cryptic version strings to decode. Anyone opening the case can see what changed and why.
Every firm walled off
Each firm's data is separated from every other firm's. One customer's client records can never appear in another customer's workspace.
Evidence-backed documents
Every generated report cites its sources. Each claim points back to the document and page it came from, so a review is easy to follow.
Chat MonAI
A conversational assistant that answers questions about your own client records. Useful for finding a detail fast without reopening five PDFs.
What this changes on a normal Tuesday
Instead of opening one client at a time, you clear a folder in a single pass.
You name the cases and sign off each snapshot before anything is generated, so errors are cheap.
Every case carries its own record, ready for a file review or a compliance question.
Questions about the new version
What is batch processing in MonAI Workspace?
You drag a whole folder of client files into the workspace. The workspace creates the cases automatically. You can name each case, then run every case in one pass, or run cases one at a time.
What does the audit trail record?
Every document, extracted field, snapshot revision and section approval, with who did it and when. The signed snapshot is the source of truth, signed off before any document is generated.
Can I change the cases the workspace creates?
Yes. The workspace creates the cases automatically, and you can rename or merge any of them before you run the batch. A client can be a couple, a household or a single person. You settle the cases and the output template before processing.
Is my client data separated from other firms?
Yes. Each firm's data is walled off from every other firm. One customer's client records can never appear in another customer's workspace.
Try the new version
The full product free for 30 days. No card. No setup call.
Start free →Prefer to read first? How batch works →