Sector · Professional firms
Spend your day advising, not typing
Search your documents, analyse accounting data and give your team the details they need. Your firm gets back to advising, with AI trained by and for professional firms.
For
Firms looking to improve daily work.
About
All types of documents in your firm
Without
Having to change software or know about technology
gescon
Screenshot
02
What is this costing you today?
Finding an email
An adviser's day is full of repetitive tasks that add no value for the client.
Colleagues spend the day searching for information scattered across email, paper files, tax returns, accounts and more.
Tax deadlines don't forgive, and one can slip through if nobody writes it down in time.
Each professional's judgement about a client lives only in their head.
03
And how does it actually work?
It connects to the tools your firm already uses, turns each document into data and returns the information you need precisely.
- PRIMEROAgents understand the full context by connecting to email, shared folders and your management software
- SEGUNDOReads each document and extracts the data you need: amount, date, tax base and counterparty
- TERCEROAnswers with the exact data and source document, so you can trace every detail.
gescon
04
What can you ask it to do?
Collect the paperwork without chasing the client
Picks up whatever the client sends by email or shared folder, recognises what it is and which period it belongs to, and leaves what's still missing in plain sight.
Turn every document into data, with no manual entry
Reads the invoice, the receipt or the payslip and pulls out the amount, the date, the tax base and the counterparty, ready to check.
Answer the client without opening their record
Ask in plain language and it answers with that client's own numbers and the document they came from.
Go into filing season with the work already reviewed
Goes through the portfolio before the deadline and flags what doesn't add up, what's missing and what looks unusual for that client.
It works with your software and the folders you have always used
Looks where your team already keeps things: the client folder, the practice mailbox and the software you file with.
05
What changes at the practice?
An AI that knows every client record in your practice inside out.
Current workflow
With Gescon
Bring every information source together
Access Outlook, SharePoint, A3, Excel or your CRM from Gescon. Bring each client's information together and spend less time searching.
The partner's judgement, within reach of the whole practice
How an adjustment was resolved last year, what was agreed with a client, why it was filed that way. Knowledge held by a few people becomes accessible to the whole team.
Stop relying on someone remembering
Gescon's agents automate repetitive processes in your firm, freeing professionals to focus on work that adds more value.
06
Where do I start?
PRIMERO
A demo with your own paperwork
Half an hour with a real client from your portfolio, not one of our examples.
SEGUNDO
One client or one folder first
It connects to a shared folder and an inbox, with the permissions that already exist.
TERCERO
The whole practice
Once the team has checked where every figure comes from.