Module 05 · My Intelligence

Upload it. Link it. Type it.

My Intelligence is your firm's private brain. Three ways to put knowledge in, any mix you like, in a single item. One way out: answers grounded in your own sources, cited every time.

Live on Demo Company Ltd · ships with a stocked starter shelf

Route one · Files

Upload the files.

Whole standards, technical memos, the staff handbook. PDF, Excel or Word, straight in. FRS 102 arrives as one askable document instead of four hundred pages of scrolling.

the handbook finally answers back ✓
Route two · Website links

Link the pages you trust.

HMRC guidance, GOV.UK rates, the pages your team keeps in seventeen bookmarks. Paste the address, add more links to the same item, done.

seventeen bookmarks. one shelf.
Route three · Text

Or just type it.

The wording you repeat every January. The firm's position on a grey area. Paste or write it straight into the box, and it's queryable knowledge from that second.

if you can type it, it can answer it ✓
The bit people miss

Any mix. One item.

The add screen says it plainly: add any mix of links, files and text. One intelligence item can hold a file, two links and a typed note, all answering together. Don't take our word for it: build one.

Capital allowances pack 0 FILES0 LINKS0 NOTES Finance Use ›

tap the sources. build the item.

Now the payoff

Query it. Every answer cites its source.

Three items on the shelf: one file, one link, one typed note. Pick a question and watch each route answer, with the source pinned on.

✓ FRS 102 ✓ Capital Allowances ✓ Home office claims
Pick a question above…
My Intelligence · answering from your sources

one file. one link. one typed note. all answering. ✓
Day one, stocked

It doesn't arrive empty.

Every firm starts with a working shelf: the references a UK practice reaches for daily, already loaded, already queryable. Swap them, replace them, add your own. There's no limit.

FILEFinance

FRS 102

The whole standard, one askable PDF. Section 1A included.

Use ›
LINKFinance

Capital Allowances

AIA, full expensing, cars vs vans. HMRC guidance, linked.

Use ›
LINKFinance

VAT Essentials

Registration threshold, flat rates, the penalty points regime.

Use ›
TEXTFinance

UK Tax Rates 2026-27

CT and marginal relief, income tax bands, NIC, dividends, CGT.

Use ›
LINKFinance

Director's Loans & s.455

The rate, the nine-month window, bed and breakfast rules.

Use ›
LINKOperations

Companies House Deadlines

Accounts, confirmation statements, late filing penalty bands.

Use ›
LINKOperations

Payroll Facts

NMW bands, statutory payments, auto-enrolment thresholds.

Use ›
TEXTFinance

Expenses & Home Office

The firm's written positions on home office, subsistence and staff expenses.

Use ›
FILEOperations

Firm Policies & Handbook

Leave days, expenses rules, WFH policy. Staff query the handbook instead of the office manager.

Use ›

No cap. Ever.

Your hundredth item goes on the same way your first did. The shelf grows with the firm.

it's your shelf. you stock it, you prune it, you own it.
Grounded and cited

Your sources lead every answer.

Answers start from the shelf you stocked, and the source is named on every one. Check it the way you'd check a junior's working: one click.

Private by design

Your documents stay yours.

UK-hosted, segregated per firm, never used to train models. Remove an item from the shelf and it's forgotten.

The whole firm, one brain

Juniors answer like partners.

Everyone queries the same shelf, so everyone gives the firm's best answer. Update an item once and the whole team moves with it.

Fair questions

Raised on every demo.

Practice managerIs our data training your models?
PapercareNo. Your documents stay yours: UK-hosted, segregated per firm, never used for training. Remove an item from the shelf and it's forgotten. We'll put that in writing for your compliance file.
Partner, 3-partner firmDo we start from an empty shelf?
PapercareNo. Every firm starts with a stocked starter shelf: FRS 102, capital allowances, VAT essentials, rates cards and more. Query it in your first minute, then swap in your own knowledge as you go. It's your shelf to keep current, and there's no limit on how much goes on it.

Give your firm a memory.

Three ways in. Cited answers out. Try it on the live demo, starter shelf included. No signup, no sales call.