Why firms pick Sofia over a chat assistant
A chat assistant only knows what you paste into it. Sofia starts every job knowing where things live and how your firm works.
She works with your real data
Sofia reads from and writes to the systems your firm already runs. At FINdustries, our meetings become tasks and CRM notes without anyone asking.
ExploreShe already knows your firm
Your clients, your standards, the way each person likes a draft. Sofia remembers it all, so nobody explains the same thing twice.
ExploreYour best people's way, for everyone
When one of your people finds a better way to do something, Sofia keeps it as a skill. From then on, everyone works that way, down to your newest hire.
Explore“It understands context, which is cool.”
An investment-committee memo, built from the data room
Sofia read the full data room, came back with questions three times, and drafted the memo the committee needed to decide.
20 Hours of drafting, done by hand
1 Under an hour of direction with Sofia
Sofia runs our firm too
We build Sofia, and we use her every day to run FINdustries.
- 2×FINdustries does the work of a team twice its size
- 5×our heaviest full-time user does five people's work
- 100sof contacts kept current, each with personalized outreach
What Sofia brings to every job
The things a good hire takes years to pick up, Sofia learns once and shares with the whole firm.
- Your best person's waySkills keep your best person's method so everyone gets the same result.Explore
- Never brief Sofia twiceShe remembers your firm, your clients and how each person likes to work.Explore
- Work that arrives on timeSchedules run any skill on time and deliver it to whoever needs it.Explore
- You decide what needs sign-offAdd an approval step to any workflow that writes to a client system.Explore
- A team behind every requestSofia splits big jobs across specialist agents and hands back finished work.Explore
- One workspace for the firmThe Command Center holds your chats, skills, schedules, tasks and finished files.Explore
- Ask where your team talksAsk in the Command Center or in Slack, and keep follow-ups in one thread.Explore
How a job runs with Sofia
You stay in charge of the decisions. Sofia does the reading, the drafting and the follow-through.
- You ask
Say what you need
Point Sofia at the client, the deal or the question, and say what you need back, in your firm's format.
- Sofia works
She plans and asks
Sofia pulls what she needs from your systems, hands parts to specialist agents, and stops to ask when a decision is yours.
- You review
Finished work, your final say
Every result passes a rule-based check that Sofia did what she reports. Then a person at your firm signs off.
Questions firms ask
How is Sofia different from a chat assistant?
A chat assistant helps one person with what they paste in. Sofia is connected to your firm's systems, remembers your clients and standards, and runs your best people's methods as shared skills. One person teaches her, and the whole firm gets the benefit.
Can we rely on what Sofia produces?
Sofia checks her sources, and every turn passes a rule-based review so she can't report an action the record doesn't show. A person at your firm does the final review, the same way you'd check a colleague's work before it goes to a client.
Which AI models does Sofia use?
Sofia uses the best model available for each task, whether that's from OpenAI or Anthropic's Claude. Each model is evaluated before it's admitted, and your skills and memory stay the same when a model changes.
Where does my team work with Sofia?
In the Command Center, your firm's own AI workspace, and in Slack, where follow-ups stay in the same thread. Your other software can call Sofia through a standard chat API.
Who sets Sofia up and keeps it running?
We do. We set up your AI, connect your systems, build your skills and keep it running, so you don't need anyone in-house to manage it. Sofia does real work in under two weeks once the agreement starts.
Does Sofia give legal, tax or financial advice?
No. Sofia does the analysis, research and drafting that supports your professionals, and your people make the calls and give the advice.
Hand Sofia the work your team never gets to
The Sofia Assessment maps your systems and values your recurring work, and you keep everything it delivers. Then you decide.