Industries · Professional services

AI for firms and professional services

Documents read automatically, reports that write themselves and an assistant trained on the firm's knowledge. You review and sign.

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real result

digital channels: website, web app, iOS and Android app

AVIS Comunale Canepina · Lazio

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What we keep hearing

The typical problems, in your own words

We spend our evenings writing reports.

You already know the content: the time goes on layout, copy and paste and checks.

The answers are in the firm's archives, finding them takes hours.

Past files, opinions and templates are scattered across folders and emails.

Clients always ask the same things, by email and by phone.

Deadlines, documents to bring, file status: fair questions that interrupt the work.

What we do

The solutions we use most often

Each solution belongs to one of our pillars. You can switch on just one or combine them.

All solutions

Automation & processes

Automatic reports

document generation

The system prepares the draft from files and photos, in the required format. You review and sign.

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Automation & processes

Data extracted from documents

extraction from PDFs and scans

Invoices, contracts and forms become tidy data, ready for the firm's management software.

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Digital foundations

Website with an assistant for clients

trained chatbot

It answers recurring questions at any hour and books appointments.

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Strategy & governance

AI in compliance and a trained team

EU AI Act, training

AI usage policies, compliance documentation and hands-on workshops for the people who work in the firm.

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Cases

A project close to yours

All cases

Digital foundationsProgetto sociale

digital channels: website, web app, iOS and Android app

AVIS Canepina: website, web app and mobile app

AVIS Comunale Canepina · Lazio

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A social project: digital tools to organise donations and stay in touch with donors.

Volunteer association · Lazio

Giuseppe

Moneta's AI assistant

Hello, I'm Giuseppe, Moneta's digital assistant. Tell me what your company does and I'll show you where AI can save you time.

How do we start, and what does it cost?

Giuseppe

Moneta's digital tailor.

The same assistant you find on this website, trained on your firm's documents and knowledge. It answers in chat and by voice.

Giuseppe for your company

Other industries

Professional services

An idea for your company? Let us talk.

A free 30-minute call. You tell us where you lose time, we tell you what can be done and what it costs.

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