Industries

AI for professional services and agencies.

Prepare researched work, proposals and evidence so specialists can focus on judgement.

Applications and workflow.

01

Knowledge and proposals

Retrieve approved material and prepare a checked draft.

02

Sales preparation

Enrich relevant records and prepare contextual follow-up.

03

Audit and accounting evidence

Connect Excel working papers to supporting documents with XeroviLink.

Systems and relevant work.

Connect the proposal library, CRM, approved research signals and evidence documents. Agree factual review, audience selection, suppression rules and the responsible account or engagement owner.

Evaluate researched briefs, contextual sequences and source-linked working papers. The agency case documents the outbound preparation and controlled sending system.

Keep working papers connected to evidence.

XeroviLink connects Excel working papers to supporting documents, with optional AI preparation for review.

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Delivery, adoption and support