AI applications built to your firm's method. We build them, maintain them and keep them current.

CleanAim® Studio automates the recurring work behind your deliverables. The AI prepares the work; your people decide and sign. We maintain every application and keep it current as the rules change.

AI that follows your method Your people decide and sign Every figure traceable to its source Kept current as the rules change

Judgement is what clients pay for. The work around it is what fills the day.

Behind every return, every audit file, every contract and every advisory report sits work that repeats: matching records, checking them against the rules and the sources, preparing the first draft, chasing what is missing.

  • Records matched by hand against the tax authority's own data, line by line
  • Testing done on a sample, because testing every transaction by hand takes too long
  • Review rounds spent on corrections instead of judgement
  • Rules that change mid-season, and spreadsheets that do not
  • Client documents that arrive late, incomplete or in the wrong place

Generic software does not know your firm's method.

Spreadsheets know it only as well as the last person who edited them.

We build AI applications that automate this work your firm's way, and leave every decision with your people.

One AI application per piece of work. Built, maintained and kept current by us.

We take one piece of recurring work and build an AI application that automates it the way your firm does it: it reads the records, matches, checks and drafts. Then we maintain it and keep it current, while your professionals do the work with it and make the decisions that are theirs. CleanAim® Studio is the fourth generation of CleanAim®, built on 1.8 million lines of production code.

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Built to your method

We build the AI around how your firm does the work today: your steps, your checks, your templates.

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Maintained by us

We maintain the application and support your people. Your professionals do the work and sign it; they never have to maintain the software.

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Kept current

When the rules change, or your method does, we change the application.

AI applications for the recurring work behind your deliverables

Accounting, tax and audit

RECONCILE

Books against the authority's record

The AI reconciles a client's books to the tax authority's own record and lists every exception for the accountant to decide.

TEST

Every transaction, not a sample

The AI tests every sale and purchase against the rules and leaves each exception to the auditor's judgement.

PREPARE

Books, annexes and returns

The AI prepares books, annexes and returns from the client's source records, ready for review and signature.

DOCUMENT

Transfer pricing files

The AI drafts the transfer pricing documentation and tests it the way the tax authority would. The specialist decides and signs.

WATCH

Compliance files and rule changes

The AI keeps compliance files current and flags the rule changes that affect each client.

COLLECT

Client documents

The AI requests, chases and sorts the documents clients send, so the file is complete before the work starts.

Legal and advisory

DRAFT

Contracts from the agreed terms

The AI drafts the agreement from the term sheet and your source documents, and leaves a marked blank wherever a name or figure is not in the record. Your lawyer decides every term and signs.

CHALLENGE

Contract review, from the other side's chair

A separate AI reads the draft the way the other side's lawyer would, and a third rules on which points hold. Your lawyer decides what to concede.

VERIFY

Due diligence

The AI checks each claim in the documents against the evidence behind it, separates what is verified from what cannot be, and drafts the findings. Your team decides what matters and signs the report.

ASSEMBLE

Data rooms

The AI builds the data room from the documents you hold: it indexes each one, sorts it against the buyer's checklist, holds back what is sensitive for your decision, and has independent AI readers audit the room before anyone outside sees it. Your team approves every version.

ANSWER

Replies to a due diligence list

The AI drafts the reply to each question on the buyer's list from the documents in the room, with the source of every answer. Your team approves each reply before it goes out.

RESEARCH

Research with sources

The AI answers a question only from the sources it has saved, quotes them exactly, and says when they do not support an answer. Your team draws the conclusion.

PLAN

Negotiation preparation

The AI maps where a draft gives too much away and how the other side is likely to respond, so your position is settled before the meeting. Your professional negotiates.

CHECK

Consistency across documents

When one definition or event runs through several agreements, the AI checks that every document still says the same thing. Counsel decides how to resolve a conflict.

Banking

ANALYSE

Credit files

The AI assembles the credit file from the applicant's statements and records, checks every figure against its source and drafts the analysis. Your credit officer decides and signs the recommendation.

SCREEN

Know-your-customer and anti-money-laundering reviews

The AI checks each customer file against its documents, the official lists and your institution's risk rules, and lists every gap and every unusual operation. Your compliance officer decides what is reported.

Insurance and health claims

ASSESS

Insurance claim files

The AI builds the claim file from the policy, the reports and the evidence, checks the claim against the cover and drafts the adjuster's report. Your adjuster decides the proposal and signs it.

CODE

Medical coding and health claims

The AI reads the clinical record and proposes the codes and the claim, each linked to the line of the record it rests on. Your coder confirms every code before the claim is sent.

Trade, manufacturing and life sciences

DECLARE

Customs declarations

The AI prepares the declaration from the invoice, the packing list and the product file, and checks each classification and value against the rules. Your licensed customs broker decides and signs.

INSPECT

Inspection and conformity reports

The AI prepares the inspection report from the evidence gathered, checks it against the applicable standard and marks every requirement still open. Your inspector decides the result and signs it.

MONITOR

Drug-safety reports and registration files

The AI compiles the periodic safety report and the registration file from the case records and the product's technical file, on the schedule the regulator sets, and flags every safety signal and every missing document. Your responsible professional decides and signs what is filed.

Property, notarial, engineering and translation

VALUE

Property valuation reports

The AI assembles the valuation file from the property records, the comparable sales and the inspection notes, and drafts the report in the required format. Your authorised valuer sets the value and signs.

COMPILE

Notarial deeds and company acts

The AI drafts the deed from the parties' documents and checks every name, figure and registration against its source, leaving a marked blank where the record is silent. The notary decides and authorises the deed.

VALIDATE

Building permit files

The AI assembles the permit file and checks the application against the building code's requirements, listing every point that does not comply. Your responsible engineer or architect decides and signs.

TRANSLATE

Certified translations

The AI prepares the first translation in your terminology and flags every term, name and figure to confirm. Your certified translator corrects the translation, decides and signs.

The AI prepares. Your people decide.

Every decision and every signature

A named professional decides every exception and signs every deliverable.

Judgement stays where your clients expect it: with your people.

Your method

The AI follows how your firm does the work, step by step.

So the result reads like your firm's work, because it is.

Your data and your client relationships

Each client's data is kept apart. Your clients remain yours.

We build and maintain the application for your firm; the client relationship is yours.

The trail to the source

Every figure can be checked against its source before sign-off.

So your reviewers check the work instead of hunting for where it came from.

A clear split of the work

Responsibility CleanAim® Your firm
Choosing the work to automate We advise You decide
Explaining the method We write it down Your people show us
Building the AI application ✓ Your people check the results
Maintaining and supporting it ✓ –
Keeping it current as the rules change ✓ You tell us when your method changes
Doing the work, deciding exceptions and signing – ✓

Your professionals do the work with the AI application and sign it. Maintaining the software is our job, not theirs.

From one piece of work to daily use

1

Choose the work

Pick one piece of recurring work your people know well and would rather not do by hand.

2

Show us your method

We sit with the people who do the work and write down the steps, the checks and the exceptions.

3

We build, your people check

We build the AI application. Your professionals check its results on their own files before anyone relies on it.

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Daily use, kept current

Your professionals do the work with it and sign it. We maintain it and change it when the rules or your method change.

What firms ask us first

Does the AI replace our professionals?

No. The AI prepares the work: it matches, checks and drafts. Your professionals decide every exception and sign every deliverable.

How do you keep the AI from making things up?

We do not rely on the model being right. Every name, figure and quote the AI uses is checked against your source documents; anything it cannot support is left as a marked blank with an owner, and a separate AI challenges the work before your people see it.

Who owns the data?

Your firm and your clients do. Each client's data is kept apart, and your client relationships stay yours.

What happens when the rules change?

We change the application. Keeping it current is our job, not your team's.

Do our people need to learn a new system?

They learn one AI application, built around the way they already work, and we support it.

Where do we start?

With one piece of recurring work. Tell us which one you would automate first, and we will show you how an AI application would prepare it for your people.

Tell us which piece of work you'd automate first.

A person reads every enquiry and replies.

Talk to us