AI that does the casework, so you can advise
In financial services, too much time disappears into collecting, checking and re-typing documents, while your client really wants a person who thinks with them. We automate that repetitive work, with the adviser always at the wheel.
Trusted by
Who it is for
For mortgage, insurance, finance and accountancy firms that want to advise more and re-type less.
Your profession runs on trust, tailored work and the right advice at the right moment. But a large part of the week goes into completing files, processing changes and checking figures, work that is error prone and does not scale as you get busier.
0 of 3 recognised
Recognise two or more?
Then this work is a good candidate for AI. The AI audit establishes whether it really is.
See the AI auditHow we work in financial services. In three steps.
We start with your processes, not with a tool. First we pinpoint where the gains are, then we build in short iterations, then we make sure the team actually uses it.
- 1 Explore and sharpen the opportunities
- 2 Build and iterate
- 3 Roll out and support
Cases · Financial services
What we already built in financial services.
No demos or slides, but working AI in production at companies in your sector. See what is live and what it delivers.
View all cases
A financing report in minutes, not days
< 4 minutes From upload to an extensive financing report
Intake via WhatsApp, from first message to CRM
WhatsApp From first message to qualified lead
From AI ambition to a decision in five days
5 days From analysis to product
Answers to acceptance questions, with the source
5–8 min Saved per question
One source of truth in finance, in real time
60% Product goal: month-end close automated
No more retyping policy schedules for HOA reports
30 sec Upload to resultWhat you get out of it
What AI concretely delivers for your firm.
Not a replacement for the adviser, but the removal of the repetitive work around them, with oversight and explainability built in.
-
Document processing
Files and invoices that read themselves in
An AI agent reads payslips, annual statements, employer's statements and invoices, checks them for completeness and immediately flags anything missing or incorrect, such as a name that does not match or an expired statement. That way a file comes in complete instead of after a third round of emails. We build this as an AI agent or as an integration into your existing package.
-
Knowledge and compliance
Acceptance rules and knowledge instantly searchable
With an AIOS we bring your acceptance frameworks, policy terms, internal procedures and earlier files together into one searchable layer. Your staff ask a question in plain language and get the answer with the source attached, instead of searching through folders and emails. That speeds up acceptance, intake and onboarding new colleagues.
-
Admin and intake
Less re-typing, more time for the client
We automate recurring work such as change processing, invoice entry, bank statements and the first lead intake, with the adviser as the checkpoint on every decision that matters. An AI audit first maps where most of your hours and errors sit and what that is worth, after which we build it step by step.
Which AI agents improve financial services?
Mainly agents that take over the work around the advice: intake, document processing, looking up knowledge and checks. At United Lease a WhatsApp agent handles the complete lead intake, recognises documents and puts qualified leads into the CRM, and at du Gardijn Verzekeringen two agents compare policy schedules and fill in owners' association reports. For HypotheekCompany we built an AI search tool that searches their underwriting policy in plain language and answers with source and version, and for Bedrijfshypotheek.nl a platform that reads the documents supplied and drafts a financing report within minutes. In every case the adviser remains the checkpoint.
How do AI agents work in financial services, and what are the benefits?
An AI agent gets one clearly defined task: it reads documents or messages, checks the data against fixed rules or your own policy, gets the result ready in your systems and hands borderline cases to a person. The benefit is time and consistency: at du Gardijn Verzekeringen an owners' association report now takes around 30 seconds instead of 15 minutes, and at HypotheekCompany an answer to an underwriting question comes back in 2 to 3 seconds, with the source included. EVOKE, the finance platform on AFAS that we built together with Ficare, saves up to 40 hours a month of manual checks. Because every step is logged, every outcome stays traceable for the adviser.
Can AI take over my advisory work?
No, and that is not the intention either. AI takes over the repetitive work around it, such as checking documents, processing changes and looking up data, so you keep more time for the conversation and the tailored work. Building trust and carrying responsibility stays human work, and most clients want an experienced adviser rather than a chatbot.
Is AI safe with privacy sensitive client data and the GDPR?
Yes, provided you set it up properly. We work with solutions where your data is not used to train models, and we record where data is stored and who has access. The financial sector also falls under the AI regulation and oversight from the AFM and DNB, so we build with human oversight, explainability and an audit trail in place.
How does AI speed up the document check of a mortgage or finance file?
An AI agent reads the submitted documents and automatically checks whether everything is complete and valid, for example whether the salary on the payslip matches the employer's statement and whether the signature and date are present. Missing or incorrect items are flagged straight away instead of only at the final check. As a result, a file comes in complete sooner and acceptance can start earlier.
Does AI work with my existing advisory software and accounting package?
Yes. We usually build an integration into the systems you already use, such as your advisory, CRM or accounting package, so you do not have to switch. The AI processes or enriches the data and writes the result back into your familiar environment, with the adviser as the checkpoint.
Which consultancy helps implement AI in a finance department?
An AI consultancy that first maps the processes and then builds as well. Innoworks does both: at Victa we ran a five-day embedded pilot on site for Finance and HR, with a process analysis, a working proof of concept and a roadmap to scale up. For finance teams we automate invoice processing, checks and the month-end close among other things, connected to packages such as AFAS, Exact or Moneybird. It often starts with a 14-day AI audit that shows per process where the time savings are.
How do I know which tasks are suitable for AI in my case?
That is where it starts. In an AI audit we spend two weeks observing your daily work and deliver a prioritised overview of opportunities, with an estimate per opportunity of the time saved and what it costs to build. That way you invest deliberately in the work that causes the most hours or errors, instead of in AI for AI's sake.
How long does it take before something like this is live for us?
A scoped AI agent, for example for document checking or change processing, is often live within two to four weeks. We start small with one concrete process, measure whether it works in your practice and then expand. That way you see results quickly without a large, risky project up front.
Our other services. Start where you are.
We don't know where AI pays off yet
We know what needs to be built
- AI agents Digital workers that take tasks off your plate, live within 2–4 weeks.
- AI automation Business processes that run themselves: redesign the process first, then automate the repetitive work.
- Custom AI software Your own web apps, portals and tools with AI at the core. Fixed scope, fixed price.
- AI Operating System Your whole business in one place: see where you stand and ask questions about your numbers.
Something specific is stuck
- AI customer service Customer questions handled 24/7 on web, WhatsApp and email, with a human in the right place.
- System integration API integrations and one integration layer, so data flows by itself.
- AI knowledge management An internal knowledge base on your own documents, with source and version.
- Finance automation Invoices, controls and month-end close, with the controller in charge.
Where does most of your time go?
That is where we start.
Tell us which work comes back every week. We show you what AI prepares, and what you only still approve.
Not ready for a conversation yet? See what we built first →
30 minutes. Online or in Enschede. You decide.