AI that works across your whole practice — and keeps you in control
Opafex reads your CRM, accounting software, email and documents into one memory. It turns plain English into year-end accounts, VAT returns, chasing and research for sign-off.
What it takes off your plate
Year-end and VAT, drafted before they’re due
It finds each client near a deadline and pulls ledgers and trial balances.
It drafts each pack or return from your template, queued for your approval.
The whole practice, at a glance
A principal's cockpit shows what no one person can hold.
It flags filing deadlines, AML gaps and write-off risk 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
Describe a secure mini-app for year-end checklists, intake, expense capture or 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.
It catches unsupported claims and re-checks every write to confirm it happened.
Nothing fire-and-forget
Anything that touches a client becomes a proposal to approve, edit or reject.
The platform risk-classifies and logs every action for compliance and AML.
Private by default, per manager
Each manager's agent sees only that manager's clients, connections and files.
One portfolio never reaches another's agent; you decide what the practice shares.
Your keys, your data
Bring your own model keys, encrypted at rest.
A private deployment keeps data in your database with no shared-provider fallback.
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 or QuickBooks?
No.
Opafex is a layer across your accounting software, CRM, email and documents.
It acts through them and replaces nothing.
Safe for a regulated practice?
Yes.
Agents stay sealed per client manager and sensitive actions need your approval.
It risk-classifies and logs everything for audit and AML; bring your own keys or deploy privately.
Will it make things up?
The design prevents it.
Answers cite their source in your evidence.
The platform catches unsupported claims and re-reads every write to confirm it happened.
How do clients submit their records?
Through secure operative mini-apps you build by describing them.
Think year-end checklists, expense capture or AML/KYC.
Send a one-time code; records, receipts and signatures arrive as structured data, encrypted to your key.
See it on your own practice
Book a walkthrough
We will show how an Opafex agent runs across your systems.
You see what it takes off your plate first.