We take over the repetitive office work. Your team handles what needs a decision.

AI does the work.Your team signs it.It stays on the record.

Keelra moves no money and sends nothing out without a person's approval. Responsibility for decisions stays with you.

Six modules.

Each one ends in a record entry. Select a module to see its scope.

Select a module to see its scope

A counterparty picture that does not go stale the day you sign.

Due diligence today is a photograph: expensive, taken once, out of date a week after closing. This module runs the search across the available sources in parallel, confirms material facts in at least two independent ones, and keeps watching for as long as the relationship lasts.

Sources: Company and insolvency registers, official publications, financial statements, sanctions and enforcement lists, court records – each in the form its operator makes available – plus the documents the entity handed you
What it does: Establishes identity, capital, ownership and authority to represent as at the date of signature, and computes the statutory calendar of corporate events
Monitoring: The entity stays under watch after the first pass: sources rechecked on a schedule, a weekly digest of changes, and an alert in the portal the moment something material moves
Alerts on: A drift between sources, a contradiction with the documents you were given, and a deadline that passed with no event
Approval: Every finding carries a source, a timestamp and a human signature before it counts

Insolvency

Gazette

Filings

Sanctions

Cross-check

Confirmed in 2 sources

Drift · 12.03

Deadline passed · no event

The client file is finished before anyone sits down.

The module assembles the documentation, checks that it hangs together, and names what is missing – instead of sending your people into three systems for the same scan.

Sources: Forms, identity and corporate documents, correspondence, your CRM
What it does: Collects the pack, reads the data off the documents, cross-checks it, and flags gaps and mismatches
Boundary: If AML rules apply to you, the obligated-institution role stays yours
Approval: The pack goes to your team for sign-off, never straight to the client

Identity documentRead

Power of attorneyRead

AgreementMatched

Bank detailsMissing

Client file

Held for team sign-off

A document goes in as a file and comes out as data.

Contracts, invoices and correspondence are read, typed and filed. The output is not another inbox to review – it is a record in the system you already use.

Sources: Mailboxes, shared drives, contract repositories
What it does: Recognises the document type, extracts the fields you actually use, names it and attaches it to the right case
Output: Records in your systems, plus the files where they are supposed to sit
Approval: Anything written back to a system of record waits for a person

Contract.pdf

TypeSupply agmt

PartyRedacted

Date12 Mar 2026

Amount41,806.20

System record

Held for approval

Differences found before anyone posts them.

The module matches entries across sources, isolates the differences and explains each one. Not a discrepancy report – a list with an amount and a probable cause.

Sources: Bank statements, ledgers, invoices, internal registers
What it does: Matches on hard keys first and on rules after; what it cannot match it reports instead of guessing
Output: An exception list with the amount, the side and the probable cause
Approval: Nothing is posted or corrected without approval

InvoicesLedger

Invoice 01

Entry 01

Invoice 02

Entry 02

Invoice 03

Entry 03

Invoice 04

Entry 04

Row 03 · unmatchedΔ 41,806.20

The same report, on the same day, from the same definitions.

A recurring report stops depending on who assembled it this month. The file comes with a record of what went into it.

Sources: The systems already connected to the workspace
What it does: Assembles the report to a fixed definition, on a fixed date, and compares it with the previous period
Output: The file, the distribution list, and the log of what it was built from
Approval: Distribution outside the firm waits for a signature

Definition and date

Previous period

Current period

Report assembled · definitions unchanged

Trail: 41 sources, 3 corrections, 1 signature

Distribution held for signature

The reply is written and waiting. A human still sends it.

The module drafts the reply in your tone, attaches what it refers to, and proposes a priority. Nothing goes out without a click.

Sources: The client mailbox, your templates and tone of voice, the case history
What it does: Identifies the case, drafts the reply, attaches the documents, and sets a priority
Output: A draft in your outbox, not in somebody else's
Approval: Every send is a human action

01Inbound from client

02Draft reply prepared

03Held for approval

04Sent by a human

The first step is a pilot.

Pilotfrom $2,000one-time · prepaid

We take one process and agree its scope and goal with you. Within 5–10 business days it runs on your data. You get the before and after numbers and the record of every run.

Pricing

Direct questions, direct answers.

Does AI make decisions?

No. It prepares work and stops before anything sensitive. It moves no money and rejects nothing on its own. Every step that touches a client, a system of record or an outbound message waits for a person.

Do you replace people?

No. We take the repeatable handling off them and leave the decisions. The hours come back to work that actually requires judgement.

Twenty minutes and one process to name.

No slide deck. You leave the call with a named process, an estimated gain, and a pilot quote.

Book a call hello@keelra.com