sofiaby FINdustries

Your people are crushing it with AI. Your firm isn't.

Sofia is the AI agent your whole firm shares. She works in your systems and knows your clients, so one person can finish in hours what once took a team.

  • Microsoft 365
  • Outlook
  • Excel
  • SharePoint
  • OneDrive
  • Gmail
  • Google Drive
  • Google Calendar
  • Slack
A small team working together around a screen

Your people, back on the work only they can do.

Where the best hours go today

Your systems don't talk to each other

Client data lives in a dozen tools, so your people stitch every answer together by hand.

The important work waits

Deep client analysis and the follow-up you meant to do get pushed to 'when there's time'.

Big work needs a team, and you

A real project means pulling three people for weeks, and checking in on them every day.

One person teaches Sofia. The whole firm uses it.

Show Sofia how your best person does something once. From then on, everyone can do it that way.

Personal AI accounts

  • Each person teaches their own AI, alone
  • Ten people, ten ways to do one task
  • When someone leaves, what they taught leaves too

Sofia, shared by your firm

  • Your most experienced person shows Sofia how it's done
  • Sofia saves that method as a skill
  • Everyone runs it, from partners to the newest hire

One person, with the output of a team.

Sofia does the analysis, drafting, chasing and re-keying. Your people get the hours back for clients, and for home.

  • 2×a typical person's output, working with Sofia
  • 5×used full time, one person does five people's work
  • 60×faster: a three-person, two-week project done in four hours

Two weeks of a three-person team, done in four hours.

A client CEO directed Sofia through a project that would have taken three people two weeks. No delegating, no daily check-ins.

  • A three-person, two-week project
    Before: 240 hours
    With Sofia: 4 hours

Your week, two ways

From the ten-minute task you repeat all day to the project you could never staff.

Without SofiaWith Sofia
Client analysis that waits for 'when there's time'Every client file analyzed, scenarios modeled, ready to discuss
Three people tied up for two weeks, plus your check-insFour hours of your direction. Sofia does the rest
A ten-minute task, repeated twenty times a weekTaught once, done every time without you
Hundreds of contacts, too many to keep currentEvery record current, and each note written for its reader
Work stalls while you're with clientsWork keeps moving on schedule, ready for your review
“I had the information and I literally just fed it to Sofia, and within an hour, it was done. I didn't really do most of the work. I'm officially very impressed.”
CEO, Sofia client

Questions firms ask

We already pay for personal AI accounts. Why would we need Sofia?

A personal account helps one person, and what they teach it stays with them. Sofia works inside your systems with your real data, knows your clients and standards, and when one person finds a better way, everyone works that way. She also runs recurring work on schedule.

Can we rely on what Sofia produces?

Review it as you would a colleague's work. Sofia checks her sources, shows where each figure came from and can't report an action the record doesn't show. A person at your firm signs off before anything goes out.

Is our firm's data used to train AI models?

No. Your firm's data isn't used to train AI models, in our systems or by the model providers we use. Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out.

Which AI models does Sofia use?

Sofia uses the best model available for each task, whether that's from OpenAI or Anthropic's Claude. The skills built for your firm belong to your firm, so a change of model doesn't mean rebuilding your work.

What if Sofia doesn't work for us?

Start with the Sofia Assessment. It maps your systems and values your recurring work, and you keep everything it delivers. Then you decide whether to bring Sofia into your business.

When is Sofia not a fit?

When your firm only wants one AI lab's models and tools, or when the work belongs to one person and never needs to be shared across a team.

See what Sofia would take off your team's plate

Bring one task your team repeats every week. We'll show you what Sofia would do with it.

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

Know a firm that needs this? Partners and clients who refer firms to us are part of our partner network.

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