Book a demo
See the apps at work.
Twenty minutes on Teams. We run the apps live on a demo firm, with its own clients, meetings and files, and you see exactly what they produce. Then you decide.
Nothing to prepare. No client data needed.Join from your browser. No Teams account needed.
What happens in the twenty minutes
- Minutes 0–3. You tell us about the firm: adviser count, how file checks, reviews and meeting write-ups get done today, and where the time goes.
- Minutes 3–14. The apps run live on the demo firm: Scrutineer checks a client file, Strata drafts an annual review, Carbon turns a meeting into documents. We start with the ones that matter most to you.
- Minutes 14–18. You pull the output apart. Ask how a finding was reached or where a figure came from.
- Minutes 18–20. Pricing, honestly. Start with one app, take the suite, or walk away. No follow-up sequence.
Who you'll meet
Adam Booth, one of the founders of ifatools.ai. He runs every demo and can tell you how the apps would fit the way your firm works.
Pick a time
Twenty minutes on Microsoft Teams. Choose a day and time and we'll send the invite straight away.