Provable business.
One governed workspace.
CRM, secure mail, documents, AML screening and AI — one platform replaces 6–8 disconnected tools, and every action is sealed, timestamped and provable before anyone asks.
Explore a live workspace with demo data in under 2 minutes.
Your evidence is scattered across eight tools that don’t talk.
When the regulator asks what happened — and by Friday — someone spends two weeks reassembling a story from fragments, and hoping nothing is missing.
The record is produced by doing the work — not reconstructed afterwards.
Work happens in one workspace
Mail, documents, approvals, screening and AI drafts — under one permission model.
Evidence is sealed automatically
Every action timestamped, hashed and tied to its record. Nobody has to remember to log it.
The audit pack is one export
Audit, inspection or client review: filter the ledger, export the evidence, answer in an afternoon.
New modules launch regularly and are added to the matching plan at no extra cost for existing subscribers. AML/KYC workflow availability is confirmed per team during onboarding.
Not a dashboard. A workspace with a memory.
One shared party index across every app — each contact carries screening status, connected records and a live activity trail.
Registers and operational tracking with permissioned cells — every change logged on the same audit trail as the rest of the workspace.
Screening, risk scoring and case management in one inbox — flagged parties carry their evidence straight into the compliance record.
Incidents, deviations and escalations tracked to resolution — with a sealed timeline for every action taken.
A private, secure client workspace for one professional.
Get client work out of shared inboxes and drives.
CSRD, ISSB S2 and SEC disclosure ask the same question as your regulator: prove it. Because supplier declarations, energy approvals and credit purchases are recorded where the work happens, every published figure traces back to its source record.
See the evidence trail on your own workflow.
First 100 regulated teams get 40% off year one, a permanent price lock, free onboarding and a direct roadmap seat.