Statement Auditor

Audit-ready statements, checked before distribution.

Business Benefits

  • Errors caught before statements leave the firm
  • External audit cycles run faster and cheaper
  • Consistent quality across every statement batch
  • Reduced regulatory and reputational risk

Key Features

  • Reviews financial and LP statements before distribution
  • Checks consistency, completeness and audit-readiness
  • Validates figures against underlying books and records
  • Flags issues before they reach external reviewers
  • Packages findings for finance sign-off

Interaction Channels and Integrations

Connects to

  • Fund administration systems

  • General ledger

  • Document store

  • Excel

User Interaction Channels

  • Chat (Claude / Cowork)

  • Document upload

  • Managed agent (batch runs)

  • E-mail alerts

Document Assistants

Your ready-to-use AI Employee for fast, accurate, deal-winning RFP responses

Your ready-to-use AI assistant for faster, compliant EHC needs assessments

SEO-ready product descriptions for every marketplace and language.

Document Assistants

Sharper diligence, faster, with nothing overlooked.

Document Assistants

Earnings call to updated model before the market reacts.

Document Assistants

Documents kept current, consistent and in sync across versions.

Document Assistants

Breaks found, root causes traced, sign-off staged.

Document Assistants

Your first-meeting deck, built in a dialogue.

Document Assistants

Contracts drafted, reviewed and kept on-standard.

Document Assistants

Sector signal, synthesised daily.

Document Assistants

DCF, LBO, comps and 3-statement models — live in Excel.

Document Assistants

The close checklist, run end to end.

Never miss a contract, licence or renewal deadline.

Document Assistants

From target list to branded pitchbook — end to end.

Document Assistants

A rigorous final quality gate for every proposal.

Document Assistants

Tailored, review-ready client proposals, drafted fast.

Document Assistants

Clear, persuasive prospectus and offering documents.

From eligible programmes to assembled grant applications.

Document Assistants

Bid or no-bid — decided in minutes, not meetings.

Guiding students through special-care applications, step by step.

Tax paperwork collected, sorted and draft-ready.

Document Assistants

Every language version of a document, always in sync.

Document Assistants

Every valuation checked before it reaches the client.

Document Assistants

Talk to your website — and keep it always current.