AI Tools · NeoFlow

NeoFlow — preview

NeoFlow is in active trial while we finish backend validation. It is not yet recommended for all production workloads; behavior may change. Reach out if you want to join the pilot.

Your intelligent professional knowledge base

Stop treating AI like a disposable chat. Build a persistent knowledge partner for your firm—a practical "Second Brain" grounded in what you approve—not a solo session that ends when the window closes.

A personal AI chat remembers nothing about your mandates, exclusions, circulars, or internal standards the moment you leave. NeoFlow turns the PDFs, policies, reports, and notes you authorize into structured knowledge your whole team can search and refresh—inside your organization—with Q&A and—where you enable it—assistants aligned to the same material.

NeoFlow complements your judgment: sign-offs and regulatory duties stay yours. It exists to shorten the path from approved source to consistent answer—fewer hunts through folders and fewer mismatched replies to clients and partners.

Why teams still feel the friction

The material exists; the bottleneck is retrieval and repetition.

Repeated questions

Seniors hear the same questions that approved documents already settled.

Slow onboarding

New hires take months to sound like your firm—because tacit beats indexed.

Inconsistent answers

Clients and colleagues hear subtly different explanations of one policy.

What you get with NeoFlow

Built for firms that answer from their authoritative content—not a generic web corpus.

Structured document ingestion

Upload PDFs and documents—balance sheets, policies, brochures, manuals—and turn them into clean, usable Markdown-oriented text for retrieval. Layout fidelity varies by file; complicated tables may need manual touch.

Compiled wiki—reviewed by you

Run compile workflows to knit sources into interconnected pages you inspect and publish. Cross-links strengthen as your library grows—you decide what publishes.

Answers across documents

Staff ask in plain language. Responses draw on the knowledge you authorize—uploads, Markdown pages, and curated sources—not the open web.

Client email reply drafts

Draft professional replies grounded in your published wiki—CA and Insurance tone and disclaimers built in. On Professional and Enterprise, when clients email your OpenFlow address, a draft can appear on the linked task for review (optional automatic send). On any tier with NeoFlow, staff can suggest a reply from a task before sending.

Your org, your rules

You decide what is indexed. Access stays within your organization. Authorized uploads refresh what Q&A can use—without erasing history like a disposable chat. NeoFlow supports your process; it does not replace professional judgment, attestations, or regulators.

How it helps your industry

Same platform—patterns from the knowledge you already keep: circulars, policy packs, project collateral, and internal standards.

CA, tax & compliance

Chartered accountants & professional services

Engagement letters, checklists, rate cards, and circulars live in different folders and inboxes. New staff repeat questions seniors already answered—and clients wait while someone finds the right paragraph.

What NeoFlow can do for you

Ground answers in your templates, circulars, and playbooks—not a blank personal chat session.
Fewer "let me check and get back" loops when wording should match what partners approved.
Orient juniors faster: query curated firm knowledge instead of only interrupting seniors.
Draft client email replies from the same approved wiki—with review before send (or optional automatic send on Professional and Enterprise).

Example directions your team might ask

“How did we describe audit scope last year—and what checklist do we use before filing?”
“Summarize tax treatment themes across the engagements we documented for similar structures.”
“Draft a reply confirming document receipt and next steps for a GST query—using our standard wording.”

Policies, claims & riders

Insurance brokers & agencies

Riders, exclusions, and product nuances change often. Teams lean on PDFs and memory—clients can hear two versions of the "same" story.

What NeoFlow can do for you

Keep explanations aligned with summaries and wording your compliance team trusts.
Spend less time opening policy packs during live client conversations.
Train advisors on what your approved materials actually say.
Draft client email replies grounded in your wiki—with insurance-appropriate disclaimers and human review.

Example directions your team might ask

“What exclusions or limits show up repeatedly across policies for similar client profiles?”
“What cooling-off or waiting-period language do we use for retail health in our standard wording?”
“Draft a reply explaining claim document requirements using our approved FAQ wording.”

Sales, inventory & compliance

Builders, brokers & real estate

Brochures, schedules, possession rules, and compliance messaging scatter across CRM, folders, and chat. Channel partners still need one official line under pressure.

What NeoFlow can do for you

One place to ask how your firm describes pricing, milestones, and documentation—not six versions in six inboxes.
Keep collateral aligned with marketing and legal, especially near deadlines.
Onboard channel partners without replaying whole training decks from scratch.

Example directions your team might ask

“How do we explain stamp duty vs registration to a first-time buyer in our approved language?”
“What milestones and penalty language do we use for this tower's payment schedule?”

NeoFlow grows with the documents your firm trusts. New uploads make more of your approved history searchable and quotable—not lost in isolated chat transcripts.

Ready to see NeoFlow on your plan?

Pricing tiers cover org-wide monthly queries and knowledge-base limits (file count, total upload size, and per-file size and page caps). List prices may change with notice; your order sets the fees and limits that apply. See the pricing page for details.