Let AI Run Your Admin.
You Run the Growth.
Finance Firm Savings You Can See with WorksBuddy
Every number below represents real time and real money your firm gets back. WorksBuddy replaces fragmented tool stacks and eliminates the manual workflows that cost you more than they ever deliver.
The Monthly Price Your Firm Pays for Skipping Automation
Based on a 10 person finance firm managing 150+ client enquiries monthly with disconnected tools.
Wasted on disconnected tools every month
Lost to manual admin tasks every week
Of client enquiries go unresponded
Average delay between service and invoicing
Lost monthly to cold leads and missed follow ups
Wasted on disconnected tools every month
Lost to manual admin tasks every week
Of client enquiries go unresponded
Average delay between service and invoicing
Lost monthly to cold leads and missed follow ups
Finance Team Costs vs. WorksBuddy.
Replace every tool in this table with a single WorksBuddy subscription. No per seat fees. No fragmented systems. One platform where onboarding, invoicing, contracts, and client communication all run together now.
| Challenge | WorksBuddy Solution | You Save |
|---|---|---|
| Client Enquiry & Lead Qualification | 38 hrs/week saved across team | |
| CRM & Prospect Management | $900/mo + 8 hrs saved | |
| Client Reporting & Portfolio Alerts | $45/mo + 6 hrs saved | |
| KYC, Agreements & Contract Signing | $60/client + 6 days saved | |
| Advisor Task & Case Coordination | 55 hrs/month saved | |
| Invoice & Fee Processing | 10 hrs/mo + 15 days saved | |
| Total Savings | WorksBuddy Pro: $199/mo | $1,200+/mo · 40–160 hrs saved |
Finance Tool Features Your
Firm Must Have
Every feature connects to an AI agent built for finance, not a generic tool. Automation built for how your firm operates.
Instant Client Enquiry &
Response
LIO captures every request, qualifies it, and routes it to the right advisor in 30 seconds. No lead waits. No prospects lost.
Smart Automated Advisor
Assignments
TARO assigns clients to the right advisor by portfolio and specialisation, notifies them, and tracks every single milestones.
Proactive Automated Client
Outreach
EVOX auto sends updates and notifications to each client now. No messages to write. Clients stay informed. Phones stay quiet.
Paperless Client Agreement
Sign Off
SIGI makes every agreement and KYC document digital signed in seconds from any device. No printing. No scanning. No chases
Invoices Sent on Service
Completion
INZO sends invoices the moment services close, includes a payment link, and chases overdue balances with no team involvement.
AI Finance Tools Your Firm Still Lacked
Hidden gaps quietly draining your team's hours and firm margin every single week.
AI Lead Scoring
Client enquiries are scored by value, urgency, and fit so your team focuses on what matters and never lets any strong prospect slip through.
Automated follow up sequences
Slow responses lose clients. WorksBuddy triggers personalised follow ups based on type, wait time, and history so every prospect feels seen.
Cash flow forecasting
INZO analyses your payments and all invoices so you always have a precise, up to date view of your firm's finances. No manual work required.
Workload balancing
Client assignments auto distribute by real time capacity so every team member always works at their best and every single client is covered.
Milestone based delivery
Map client engagements into milestones. WorksBuddy handles the rest every stage triggers the next automatically with no handoffs, no gaps.
Role based access control
Every team member sees the right data and the right tools for their role backed by a fully auditable trail that keeps your firm compliant.
Your Firm Deserves Better Than Notes and Old Spreadsheets.
A Complete Finance Solution That Works
These tools eliminate the manual work draining hours from your acquisition, advisory, and billing teams every weeks.
Finance Workflow Automation for Every Firm Type
Qualify Faster. Onboard in 48 Hours. Keep Them.
LIO qualifies HNI leads by investable corpus, risk appetite, and timeline within minutes. TARO generates a personalised investment proposal from the client's financial profile. SIGI handles KYC collection and agreement e-signatures digitally. EVOX manages client communication: quarterly reviews, market newsletters, SIP reminders, FD alerts, and policy renewal notifications.
Serve More HNI Clients Without Adding Managers.
LIO scores HNI leads and assigns them to the right RM by AUM and investment expertise. TARO structures the financial planning process into milestones. SIGI handles mandates, SIP registration forms, and advisory agreements digitally. EVOX keeps the client book engaged quarterly reviews, market insights, and relevant product recommendations all personalised and automated.
Never Miss Another Policy Renewal Any Client.
EVOX tracks policy expiries across your entire book of business and sends personalised renewal reminders at 60, 30, and 7 days. SIGI sends the renewal proposal digitally for sign off. INZO collects the premium payment and issues the receipt automatically. No renewal slips through, no client loses coverage, and your renewal commission is secured without a single manual call.
Loan to Disbursement Faster and Much Cleaner.
LIO pre qualifies loan applications by income, CIBIL score, and eligibility, routing qualified ones to credit, rejecting ineligible ones automatically. TARO structures credit appraisal with underwriting milestones and compliance checkpoint. SIGI collects all loan documents and agreements digitally. INZO manages disbursal and EMI collection with automatic overdue escalation.
Trusted by Finance Businesses Like Yours
Real feedback from real businesses that made the switch. No generic testimonials these are from people in your exact industry dealing with your exact challenges.
WorksBuddy replaced three tools we were paying for separately. The agents connect the dots automatically a new enquiry triggers a task, a follow up, and an invoice without anyone touching anything manually.
Operations Director
Finance Business, India
We recovered revenue we didn't know we were losing. Leads that came in at midnight are qualified and in a nurture sequence before our team even arrives in the morning.
Founder
Growing Finance Company
The savings comparison alone convinced us, we were paying for five tools and getting less functionality than WorksBuddy's Pro plan. ROI was visible in week one of going live.
Growth Manager
Scaling Finance Brand
Every lead now gets the same high quality, consistent follow up regardless of who on our team handles it. WorksBuddy standardised our entire customer experience.
Director
Multi Location Finance Group
Your Firm Deserves Operations That Actually Work Together
Six agents. One platform. A finance business that runs itself so your team can focus on clients, not paperwork.