Ask the files
Ask a question in plain English across every document in the firm. Each answer shows the documents it came from — click one to read the passage it used.
Answer
Ask a question above, or try one of the suggestions.
Filing
Documents arrive as scans, email attachments and post. CurroAI reads each one, works out what it is, pulls out the details that matter, and files it against the right client — and tells you when it isn't sure.
6 documents arrived overnight, unfiled.
Arrived asWhat it isFiled toConfidence
Cross-check
The same figure often appears in four documents. CurroAI pulls each one out and compares them, so a discrepancy surfaces before a client or a reviewer finds it.
Client file:
Margaret Whitfield
1 discrepancy
Adviser charge differs by £586. The suitability report states £4,126 (1% of the transfer value). The cash statement shows £4,712 deducted. Nothing on the file explains the difference — worth resolving before the annual review.
What needs attention
The same reading, applied across every file — so the things quietly going stale surface on their own instead of being discovered.
3
Annual reviews overdue
2
Client questions with no recorded answer
6
Documents unfiled
1
Cross-check discrepancy
ClientWhat's outstandingWaitingFound in
Margaret WhitfieldAdviser charge doesn't match the cash statement41 daysCash statement · Mar
James OckendonAsked twice about dividend timing — no answer recorded64 daysClient email · 03 Mar
Hallam Family TrustAnnual review overdue; trust deed not reviewed since 201927 daysReview schedule
David & Susan KerrIHT position not revisited since the 2023 gift22 daysMeeting note · Nov 23
Priya RavalAttitude to risk last confirmed 2021— Fact-find · v2