AI that works across your whole practice — and keeps you in control
Opafex is an intelligence layer that sits over the systems your practice already runs on. It reads across your CRM, accounting software, email and documents into one memory, surfaces the filing deadlines and clients that need attention, and turns a plain-English request into finished work — year-end accounts, VAT returns, chasing records, research — always brought back to you for sign-off. Each client manager gets their own agent, sealed to their own portfolio.
What it takes off your plate
Year-end and VAT, drafted before they're due
It finds every client with a deadline coming up, pulls the reconciled ledgers and trial balances, and drafts an accounts pack or return per client from your template — queued as proposals for you to approve, edit or reject.
The whole practice, at a glance
A principal's cockpit surfaces what no one person can hold: filing deadlines and SLA risk, clients behind on records, AML gaps, write-off risk, and client-manager capacity — before they bite.
Hours back, every manager, every week
Working papers, prep and chasing happen before the manager sits down. More clients managed, same headcount — without changing the systems you run on.
Secure capture from clients and field staff
Build a secure mini-app by describing it — year-end checklists, new-client intake, expense and receipt capture, stock-takes. Send a one-time code; records land as structured data, encrypted to your key.
Built for a regulated practice
Grounded in your evidence
It answers from your documents and ledgers and cites the source. Claims it can't back up are caught before they reach you, and every write is re-checked to confirm it happened — a real guard against confident-but-wrong output.
Nothing fire-and-forget
Anything that touches a client or files something becomes a proposal: a clear card of exactly what it'll do. Approve, edit or reject. Every action is risk-classified and logged — a complete trail for compliance and AML.
Private by default, per manager
Each client manager's agent only sees that manager's clients, connections and files. One portfolio is never visible to another's agent. You — not the AI — decide anything that's ever shared across the practice.
Your keys, your data
Bring your own model keys, encrypted at rest. Opt into a private deployment where business data lives in your own database — and in private mode the platform refuses to fall back to any shared provider.
See the whole thing, end to end
An interactive walkthrough — the principal's cockpit, a working morning, handing it work, the knowledge grid, operatives and the security model. No sign-up.
Common questions
Does Opafex replace Xero, QuickBooks or our practice software?
No. Opafex is a layer across the systems you already run on. It reads from your accounting software, CRM, email and documents and acts through them — nothing is replaced and nothing is re-keyed.
Is it safe for a regulated practice?
It's built for one. Agents are private by default and sealed per client manager, sensitive actions require your approval, every action is risk-classified and logged for audit and AML, and you can bring your own model keys or run a private deployment in your own database.
Will it make things up?
It's designed not to. Answers are grounded in your evidence and cite their source, unsupported claims are caught before they reach you, and every write is verified by re-reading it back.
How do clients submit their records?
Through secure operative mini-apps you build by describing them — year-end checklists, expense capture, AML/KYC. Send a secure link or one-time code; records, receipts and signatures arrive as structured data on the client manager's dashboard, encrypted to your key.
See it on your own practice
Book a walkthrough
We'll show you how an Opafex agent would run across the systems you already use — and what it'd take off your plate first.