Advisor AI
Use AI as a reviewed assistant the advisor keeps in the loop
This page explains how AI-assisted observations can be grounded in a reviewed client file while private data stays inside the authenticated application and the advisor validates every output.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
After reviewing documents and estimates, an advisor asks Finn to surface missing information, list questions to raise with the client, and draft a summary of the file before the advisor validates each point.
Workflow steps
- Ground questions in reviewed documents, estimates, and client-profile fields.
- Ask for missing information, questions to clarify with the client, and a draft file summary.
- Validate every observation before it appears in a client deliverable.
Expected outcome
The advisor receives organized prompts and draft notes grounded in the reviewed file that still require the advisor's validation.
FAQ
Does Finn act on the client file on its own?
No. Finn is an advisor workflow assistant; every output is grounded in the reviewed file and validated by the advisor before it is used.
Is AI content indexed from real client data?
No. Public pages describe the capability without exposing private prompts or client files; client data stays in the authenticated app.
Related resources
This resource belongs to the Financial document analysis group. Compare the neighbouring resources:
Prepare a Canadian client file from documents
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Consolidated client financial portrait
This page shows how an advisor can combine documents, manually reviewed data, and the app's modules into one consolidated financial portrait.
Client reports from reviewed data
This page shows how an advisor can turn document data, estimates, and review notes into a structured client deliverable with visible assumptions and disclaimers.
Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.