The way you work
I help finance business owners and professionals use AI for the preparation and administration around their work. The starting point may be a daily briefing, client follow-ups or an organised document library. Advice, approvals and professional decisions remain with you and your team.
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A client meeting can depend on a recent email, a document someone promised and a decision still waiting for approval. Bringing those items together is a useful support task. It should not be confused with generating a financial recommendation.
We identify what information belongs in the preparation, how you can check the source and which items need to stay outside the assistant's access.
An established finance business owner uses an assistant I set up every working day. It brings together email, follow-ups and calendar preparation, with a briefing he prints each morning. I remain involved in the setup and support.
That is a relevant starting example, rather than a promise of a particular saving. Your first project needs to reflect your own working habits, accounts and responsibilities.
Client information can carry restrictions that vary by firm and document. Before choosing a connection or uploading material, we agree who is responsible for approving the tool, the access and the review process. I work within those decisions.
Illustrative example
An illustrative pilot assembles permitted correspondence and open administrative commitments for one recurring meeting type.
What we would agree first: The assistant supports preparation. It does not choose investments, interpret obligations or replace the professional's review and sign-off.
No. I provide AI advice, setup and support. Financial recommendations and professional decisions stay with the appropriately responsible people in your business.
Yes. We can start by mapping the task and using material approved for testing. Live connections are considered only after the access and tool choices have been agreed.
This page focuses on the individual professional's preparation and daily support. A practice-wide document or accounting process is a different scope, which we can assess separately.
“What sets Henno apart is his ability to connect AI platforms, agents, IT systems and email into one practical operating system that makes the business work more efficiently.”
Tertius RelihanManaging DirectorCaveat CapitalDaily briefing and contract library · Since March 2026
A starting point
We pick one job worth fixing and measure it first. The fee for each step is agreed before it starts.
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