For finance and professional-services firms
AI that does the paperwork around your clients, with a person in control.
For finance and professional-services firms, we build AI that handles the paperwork around clients: reading documents, writing up meetings and drafting outreach, with accuracy we measure and a person always in control.
| Field | Value | Check |
|---|---|---|
| Account holder | [name] | Matches source |
| Closing balance | [amount] | Matches source |
| Statement date | [date] | Needs your review |
"I run a business and want less manual work"
Discover proven workflows where AI saves your team hours of manual transcription, typing, and paperwork.
"I'm technical and want the details"
Inspect our architecture: evaluation test harnesses, schema validation, confidence routing, and tenant data isolation.
[X]+ years building software. Now building AI you can rely on.
Python & FastAPIPostgreSQL & pgvectorAWS & Azure CloudClaude & OpenAI APIsDocker & Kubernetes
Data isolation · Access controls · Human-in-the-loop reviewView our security posture →
The problem
Too much of your team's time goes to documents and manual work.
AI can read, sort and draft, but only if it gets the numbers right. We build systems that handle the routine work, measure their own accuracy, and keep a person in control.
An illustrative day, not a real client
A Tuesday in a firm buried in paperwork
9:00 AM
The statements arrive, no two alike.
Custody statements and portfolio summaries arrive in three different PDF formats. Your team spends the morning copying numbers cell-by-cell into internal tools.
1:00 PM
The client meeting ends and the notes stay in your head.
You made key decisions on the call, but your next meeting starts in ten minutes. Hours pass before action items get written and sent.
6:00 PM
You are still typing figures into a spreadsheet.
The evening is spent double-checking manually calculated sums instead of advising clients or growing the firm.
None of this needs your judgment. All of it takes your time.
Hours lost to manual paperwork
Highly trained staff spend half their week re-typing numbers between PDFs, emails, and legacy systems.
AI tools that hallucinate
Off-the-shelf bots make up numbers with no source citations, creating compliance and liability hazards.
Pilots that never reach real use
Prototypes break down on real documents because nobody built an objective evaluation harness or human review interface.
The turn
What if the paperwork did itself, and you only checked it?
We're LogiqCube. We build AI that reads, sorts and drafts, then hands the result to you to check.
| Field | Value | Check |
|---|---|---|
| Account holder | [name] | Matches source |
| Closing balance | [amount] | Matches source |
| Statement date | [date] | Needs your review |
The plan
The plan: start small, verify accuracy
Show us one slow workflow
Pick one document-heavy bottleneck: custody statements, meeting minutes, or routine outreach. We map the data flow.
We build and test on your real files
We build the pipeline and test accuracy on your actual messy documents with objective test suites and zero data leaks.
You review and we maintain
A human approves any low-confidence item. Your team saves hours, and we monitor accuracy and drift in production.
What we build
Four ways we put the plan to work
Who it's for
Built for firms that check every figure
Financial Services
Automate statement extraction, compliance paperwork, and client reporting with strict tenant data isolation.
Professional Services
Eliminate administrative meeting write-ups and proposal drafting for consultants, legal, and accounting teams.
B2B Sales & Marketing
Fact-grounded outbound research and personalized campaigns that reflect real prospect context.
The proof
We run our own AI products, then build yours the same way.
LogiqWealth, LogiqMoM and LogiqLead run on the same disciplined engineering architecture we bring to our agency clients.
LogiqWealth
Every client document, turned into a clear financial picture. Automated extraction from bank and brokerage statements.
View Product →LogiqMoM
Meetings in, minutes out. Record client discussions and get accurate minutes, decisions, and action items automatically.
View Product →LogiqLead
Outreach that sounds like you did the research. Fact-grounded prospecting and personalized email drafts at scale.
View Product →The stakes
What changes when paperwork is automated
Without LogiqCube
The same hours, every week, on work a machine can do.
Key numbers locked inside PDFs, client notes left unwritten, and senior staff spending evenings typing data into spreadsheets.
With LogiqCube
Your team's time goes to clients, with a person approving every result.
Accurate document extraction, automatic meeting minutes, and measured safeguards where accuracy is verified.
The next step
Start small. Pick one workflow.
Not sure where AI fits? Start with an AI Readiness Audit: we review your workflows and data, and deliver a prioritized roadmap in two weeks. Or schedule a call to discuss your bottleneck.