Demo · Accounting firm
4
Target saving per advisor, per week

Voice agent for client meetings

A voice agent that sits in client meetings, transcribes, classifies actions per file and pushes structured notes into the right folder. End-to-end flow is working; the meeting-note pipeline is still being polished.

~4h
Target saving per advisor, per week
1-click
From call to filed note
NL/FR
Languages, mixed in one call
What the prototype does
  1. 01 / 04Voice agent records and transcribes meetings locally
  2. 02 / 04Auto-classifies items per client file and per action type
  3. 03 / 04Drafts the follow-up mail to the client in the firm's tone of voice
  4. 04 / 04Searchable archive of every call, with full source playback
How it runs on the box
01 · INGEST

Your documents and systems connect locally.

02 · PROCESS

The model reasons on-premise. Nothing leaves.

03 · DELIVER

Answers, drafts and flags land in your existing tools.

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