From onboarding and AML checks to engagement letters, billing and the year-end scramble — one governed workspace where the AI helps with everything but never sees a client’s raw financials in the clear.
Capture clients via Flows, run checks, store evidence governed.
Generate the engagement letter, send for signature, file it.
Quote → invoice → pay in the CRM, chased automatically.
Draft, summarise and analyse in Workbook — on tokenised data.
Names, turnover and account numbers are tokenised before any model. You keep the AI productivity; your clients keep their confidentiality; your file keeps the audit trail — helpful when AML or PII queries land.
Governance & DSAR →Turnover, UTR and account numbers masked before AI.
AML & engagement records captured and audited.
Matters keep one client’s data away from another’s.
A client doesn’t arrive as a tidy folder. Other Me carries them through the whole engagement — capture, checks, letter, work, billing, advice — without your AI ever touching raw financials in the clear.
A prospect fills in a Flows form or books a discovery call through a scheduling page. The enquiry lands as a CRM lead — no rekeying, nothing lost in an inbox.
Convert the lead to a client record, run your AML/KYC checks, and store the evidence against the file. The audit trail records who did what and when.
Draft the engagement letter in a Document, send it for built-in e-signature, and file the executed copy back against the client — all inside one workspace.
Pull schedules together in Workbook, draft the covering letter, and ask the AI to summarise or explain — on tokenised figures, never the client’s real numbers.
Quote → invoice → pay via a public Revolut pay page, with recurring retainers for monthly clients and automatic chasing on what’s overdue.
UK practices carry anti-money-laundering and customer due-diligence obligations under the supervision of bodies like the ICAEW — which means every new client needs identity checks, risk assessment, and evidence you can produce later. Other Me keeps that evidence where the engagement lives.
Context, not a claim: ICAEW/AML duties are your obligations. Other Me is a governed workspace that helps you meet them — it is not a certification or a supervisory body.
Year-end is where confidential figures and AI usually collide. With Other Me you draft covering letters in a Document, build and reconcile schedules in Workbook, and ask the AI to summarise or explain — while real names, turnover and account numbers are tokenised before any model sees them.
client_4821; you see Henderson Ltd — reversible tokenisation.“Summarise the movement in trade debtors and draft a note for the file.”
Real figures are masked on the way out and restored in your view on the way back.
SCRS is a firewall, not a filter — it’s patent-pending (UK application 2602911.6). Out-of-scope data is removed before a result exists, and anything sensitive is tokenised before a third-party model is ever called.
Permissions are enforced during retrieval, so out-of-scope client data is removed before any result is formed — pre-retrieval security, not a post-hoc scrub.
The search index holds no readable text. Content sits in a separate encrypted store and is released only after cryptographic verification — fail-closed, so any failure returns nothing.
Eleven built-in regex types (National Insurance, UK postcodes, payment cards, dates of birth, passport numbers and more) plus name/organisation detection mask sensitive data before any model call.
Track every return on a shared Kanban board, set reminders before deadlines, and chase missing records through Email and Flows — without dropping a client.
Recurring retainers invoice themselves; the revenue dashboard shows what’s billed and outstanding so cashflow never depends on someone remembering.
Build schedules in Workbook, draft the covering letter in a Document, and have the AI summarise movements — all on tokenised figures.
Enquiry form → lead → AML checks → engagement letter with e-sign → first invoice, with the evidence filed and audited end to end.
Run a shared inbox with SLAs and a knowledge base in Ticketing, or a governed Live Chat agent on your site that turns enquiries into leads.
Generate scenario decks and explainer notes for clients, drafted with AI and grounded in your own governed data — never trained on it.
“The pitch most accountants fear is ‘put your clients’ figures into an AI.’ Other Me flips it: the model only ever sees tokens, the real numbers stay in an encrypted store, and there’s an audit trail when a client asks who touched their data.”
Illustrative scenario — not a named client.
Nothing here is certified yet — we say “on track” / “on roadmap” and mean it. Talk to us about Enterprise early access.
AI base (with free editors) + CRM for clients & billing + Email + Projects. Flows & HR-lite come free with CRM.
Onboard, engage, bill and advise in one workspace — with the numbers tokenised before any model and an audit trail when anyone asks.
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