Handover

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

automates emails, invoices and vendor follow-ups so your firm reduces manual bottlenecks, prevents errors and scales client services without extra head-count.

streamlines your presentation of complex financial data into professional-branded visuals so your clients understand insights, you retain more clients and raise your advisory margin.

analyzes, summarizes and transforms spreadsheet data using its AI Analyst so your firm uncovers insights, automates formulas, and models faster with less effort.