Lindy

automates spreadsheet-based reporting and analysis so small firm owners standardize data, reduce manual errors, and deliver faster, accurate insights to clients.

analyzes unstructured data and automates complex finance operations so your firm standardises processes, mitigates risk and drives higher profitability.

powers empathic voice interfaces for client support so firms deliver more personalized, human-like responses while maintaining high-volume communication across all digital channels.

automates client document intake, onboarding and reminders so your firm stops chasing paperwork, improves responsiveness and boosts client retention and margin.