
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.
Your week, two ways
From the ten-minute task you repeat all day to the project you could never staff.
What Sofia does for your firm
The big work, done the way your best people do it. A person at your firm signs off.
- Financial ModelingA buyout model and its client deck, revised four times in two days.Explore
- Project DeliveryDirect a project sized for a team yourself, and keep your people on clients.Explore
- Due Diligence & ResearchA summer of manager diligence on the firm's templates, every figure checked.Explore
- Memos & ReportsAn investment-committee memo from the full data room, with under an hour of direction.Explore
- Revenue AssuranceA balance sheet reconciled line by line, and a seven-figure difference caught.Explore
- Client DeliverablesClient decks and paperwork built from your systems, in each recipient's format.Explore
- Pipeline & CRMEvery meeting written into the CRM, and every deal's next step kept current.Explore
- Operations ReportingBriefings and client reports that arrive on time, whoever is in the office.Explore
“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.”
Built for firms whose product is expertise
See the recurring work Sofia takes on in your kind of firm.
- Private equity and investmentThe model and the IC memo, built from the data room before committee.Explore
- AccountingEvery client's books reconciled before your reviewers sit down.Explore
- ConsultingA diligence sprint one partner can direct, without staffing a team.Explore
- Advisory and wealthDiligence on every manager and review prep for every client, in your templates.Explore
- LegalData rooms summarized and letters drafted at volume. Lawyers keep the judgment.Explore
- IT servicesA real quarterly review for every client, built from your PSA and RMM.Explore
- InsuranceEvery renewal file and quote comparison prepared, even in your busiest month.Explore
- StaffingScreens written up and submittals formatted, so recruiters stay on the phone.Explore
- AgenciesPitch research and the first deck, without burning your team's unbilled weeks.Explore
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.