Searching for the last one
Staff dig through drives and email for the template, letter or working paper used on a similar job.
Professional services
A private AI assistant that knows how your firm works
For accounting, legal, consulting and financial services firms. Staff ask questions in plain language and get answers from your SOPs, templates and past work, with the source cited. AI also reads client documents and handles onboarding paperwork, inside rules you control.
Answers with sourcesCan host in your own cloudDoesn't train on your data
Private workspaceAccess follows your permissions
Where time goes today
Your know-how is everywhere except where it's needed
Firms sell expertise. Too much of it sits in folders, inboxes and a few senior people's heads.
Seniors as the help desk
Partners and managers answer the same procedural questions from juniors, every week.
Reading and retyping
Bank statements, contracts, receipts and forms read page by page and copied into spreadsheets.
Onboarding paperwork
Chasing clients for documents, checking what's missing and setting up files takes days per client.
Confidentiality worries
Staff paste client data into public AI tools because there's no approved alternative.
New hires take months
It takes a long time before a new joiner knows where things are and how the firm does them.
What AI handles
Firm knowledge on tap, documents read for you
Private knowledge assistant
Answers from your SOPs, templates, policies and past work, and shows which document each answer came from.
AI insightsSearch by meaning
Find the right file by describing it, including scanned PDFs and documents in Chinese or BM.
AI insightsDocument extraction
Pulls figures, names, dates and clauses from statements, contracts and forms into your templates for review.
Document AIClient onboarding
Sends document checklists, reminds clients, checks what's arrived and sets up the client file.
Workflow automationInternal Q&A in Teams
Staff ask the assistant inside Microsoft Teams or Slack instead of interrupting a senior colleague.
AI agentsClient enquiries
Answers routine questions about services, deadlines and required documents, and books consultations.
AI agentsExample workflow Illustrative example
A junior's question, answered without a partner
How a typical internal question could flow at an accounting firm.
Question in Teams
A new associate asks: “How do we treat a client's late SST registration?”
Assistant searches firm files
It looks only through the SOPs, memos and past work this person is allowed to see.
Answer with sources
A short answer comes back with links to the internal memo and the template used on a past job.
Escalate if unsure
If nothing in the firm's documents covers it, the assistant says so and suggests who to ask.
Velora AI Hub: a private AI workspace for a regulated brokerage
One place for 130 staff to store, find and ask questions of their documents, with AI search and summaries in 4 languages. Live in production 37 days after the first commit.
Works with
Built for firms that handle confidential work
The assistant follows your access rules, so staff only see answers from documents they're allowed to open.
See all integrations- Workspace: Microsoft 365, Teams, Outlook, SharePoint, Google Workspace, Slack, Notion
- Accounting: SQL Account, AutoCount, Xero
- Clients: HubSpot, Salesforce, WhatsApp Business Platform, email
- AI models: OpenAI, Claude or Gemini on enterprise terms that don't train on your data
- Your data stays yours: PDPA-aligned, with hosting in a cloud account your firm owns
Free AI proposal + interactive prototype · no obligation
See what a private AI assistant could do for your firm
In a free 45-minute call we look at your documents, questions and systems, then send a free AI proposal and an interactive prototype of what AI can safely handle.