Automation that removes the work your team shouldn't be doing.

“Organisations past the pilot stage report an average 32% cost reduction from intelligent automation.”
Deloitte, Global Intelligent Automation Survey

Case study illustration: Automation that removes the work your team shouldn't be doin
Invoice validation

How automation and AI validate employee-submitted invoices, and take the checking work off managers, employees and the accounting team.

Case study illustration: Automation that removes the work your team shouldn't be doin
Investment evaluation

This case study explores the solutions to save hours of an investment team by estimating upfront the viability of a start-up funding request in Venture Capital.

Case study illustration: Investment evaluation
Redactor

Your team is already pasting client data into ChatGPT, mostly through personal accounts your IT cannot see. Browser-only redaction that never uploads a byte.

Case study illustration: Automation that removes the work your team shouldn't be doin
Suitability report automation

Plannr data populates the client review document while the adviser keeps the judgment — cutting each report from around 55 minutes to 15.

Case study illustration: Automation that removes the work your team shouldn't be doin
Automated task creation

Staff raise a Plannr task simply by emailing a group; the system builds it, correctly assigned, with personal data redacted before any AI.

Case study illustration: Automation that removes the work your team shouldn't be doin
Task status & reporting

A live view of every task and project in Plannr — what’s stuck, who to chase, and where you’re slow — with no manual pull.

MoiraCorp Academy — Technical Library

Where is the repetitive work in your firm?

A 30-minute Readiness Review to find what can be automated safely, and in what order.