Thordata

automates tedious manual data entry and reconciliation workflows allowing your team to process client documents faster and focus on profitable advisory services.

transcribes and summarizes meetings so accounting teams track client conversations accurately, reduce follow-up time, and improve communication clarity across the firm.

helps firms teach clients complex financials using AI-designed dynamic presentations, improving comprehension and boosting advisory retention.

streamlines quoting, scheduling, invoicing and job‑tracking so your firm supports trade‑clients with efficient workflows, reduces manual entry and improves profitability.