AI prepares the prework. Your team checks every step.
AI workflows in Bunya Command Centre prepare file notes, fact-find inputs and request packs the same way every time, and a named person checks each one. Integrations connect Command Centre to your firm’s Microsoft 365 and, by agreement, the specialist tools you already use.
Built in your own Microsoft 365. Agreed for your firm in its Blueprint.
Book a demo- UsesThe recorded strategy discussion, fact find, documents and modelling notesInputs agreed
- PreparesA complete request pack in one place, with its sources linkedPrepared by Bunya
- Checked byThe adviser, before it goes to paraplanningReady for Alex to check
AI workflows
One recipe for each piece of prework. The same steps, every time.
An AI workflow, which we call a Skill, states what it uses, what it prepares and who checks it.
Meeting records, the fact find, documents received and your firm’s templates.
File notes, fact-find inputs, request packs and summaries, in your firm’s format.
They edit it, approve it or send it back before anything moves on.
Six examples
Pick a workflow. See who checks it.
Example AI workflows. Your firm’s workflows, inputs and checks are agreed in your Blueprint.
- UsesThe meeting record and the client’s existing details.Inputs
- Bunya preparesA draft file note and proposed follow-up tasks.A draft
- Checked byThe adviser who held the meeting, before it is saved.A person decides
The file note is drafted while the meeting is still fresh, in your firm’s format, so the adviser edits a draft rather than starting from a blank page. See client onboarding ↗
- UsesThe discovery conversation and documents received from the accountant, banker and solicitor.Inputs
- Bunya preparesPrefilled fact-find inputs, with gaps flagged.A draft
- Checked byThe adviser, confirmed with the client.A person decides
Information the client has already given is not typed in twice. What is missing is raised as a question, not left as a blank. See client onboarding ↗
- UsesThe confirmed fact find and the adviser’s modelling notes.Inputs
- Bunya preparesA first draft of the strategy paper.A draft
- Checked byThe adviser, who owns the strategy.A person decides
A first draft built from confirmed information. The strategy itself stays with the adviser. See SoA preparation ↗
- UsesThe recorded strategy discussion, fact find, documents and modelling notes.Inputs
- Bunya preparesA complete request pack in one place.A draft
- Checked byThe adviser, before it goes to paraplanning.A person decides
Everything paraplanning needs arrives together, so the request is not sent back for missing pieces. See SoA preparation ↗
- UsesThe last review and what has changed since: assets, income, life events.Inputs
- Bunya preparesA what’s-changed summary and a preparation pack.A draft
- Checked byThe adviser, before the review meeting.A person decides
Each review starts from what has changed, not from re-reading last year’s file. See reviews & fee consent ↗
- UsesThe client file and your firm’s checklist.Inputs
- Bunya preparesGaps flagged with the evidence behind each one.A draft
- Checked byYour compliance team, who decide what the file needs.A person decides
Gaps are found before someone asks, with the evidence for each one in view. What the file needs is decided by your people. See compliance & evidence ↗
The human gate
A draft is not a decision. A clickthrough is not approval.
Every AI workflow ends with a person. Advisers keep the strategy and product judgement, and client consent stays explicit.
Integrations
Integrations give access. AI workflows make it repeatable.
Command Centre is built inside your own Microsoft 365, so email, meetings, documents and reporting connect to the client record. Specialist advice tools are connected by agreement.
Your Microsoft 365
- OutlookClient email, tracked to the client and the advice process.
- TeamsMeetings connected to the client record.
- SharePointDocuments kept with the client they belong to.
- Power BIPractice reporting, with measures agreed in your build.
Specialist tools
- ModellingBy agreement
- Investment platformsBy agreement
- Insurance comparisonBy agreement
- SoA & documentsBy agreement
- E-signingBy agreement
Solid lines: your Microsoft 365. Dashed: specialist tools, connected only where a supported connection exists and is agreed in your Blueprint. No connection is described as live until it has been agreed and tested for your firm.
AI usage on the record
Where AI was used. Who reviewed it.
Each AI-prepared item is marked, and the record can show where AI was used and who reviewed it. Your scope defines which events are recorded, who can see them and how long they are kept.
- 12 Jun · File note, discovery meetingMeeting file note workflow · reviewed by Alex Example, adviserAI-prepared
- 14 Jun · Fact-find inputsFact-find draft workflow · confirmed with the client by AlexAI-prepared
- 18 Jun · SoA request packSoA request pack workflow · approved by AlexAI-prepared
- 19 Jun · Email to clientWritten by Jordan Example, client servicesTeam-written
Questions