Client financials arrive as a pile of PDFs, spreadsheets, and email attachments, and someone keys them in by hand.
An extraction agent turns the mess into structured data. A human confirms the edge cases.
AI agents for firms that serve clients
Do more for clients without hiring for it.
Verzatio puts an AI agent on the work your team does over and over, one problem at a time. Run it yourself, or we build it for you. See the ROI on every task, and never hand a client's data to anyone else's model.
Access is invite-only while we onboard teams in waves.
The problem
Your growth is chained to headcount.
The work that fills your team's day is repetitive, document-heavy, and client-facing. The only way you have ever done more of it is hire more people. Margins compress, hiring is slow, quality drifts.
AI should break this open. But you cannot safely pour clients' data into a generic chatbot, and you have no engineers to build something governed. So you stay stuck, growing one hire at a time.
Start removing that work, one problem at a time.
Solve them one at a time
Start with the problem costing you the most time.
Each of these is a job your team repeats. Put an agent on one, prove it out, then take the next.
Every new client kicks off the same twenty-step intake: collect documents, set up files, chase signatures.
An onboarding workflow runs it end to end, pausing for approval where it matters.
Renewals and deadlines slip because nobody has time to chase them on schedule.
A follow-up agent tracks them and drafts the outreach before they lapse.
Clients email the same questions and your team retypes the same answers, digging through scattered files.
A chat agent answers from that client's own documents, walled off from every other client's.
Every prospect wants a custom proposal or quote, and your team rebuilds it from scratch each time.
A drafting agent assembles it from a template and the client's inputs. A human finalizes.
You produce the same monthly report for every client by hand.
A drafting agent builds it. Your team reviews and corrects it in a grid before it goes out.
Client requests land in a shared inbox and someone sorts, prioritizes, and routes them by hand.
A triage agent classifies each one and drafts the first response.
Someone has to eyeball every output before it reaches a client.
A supervised workflow puts a human approve-or-reject gate on each step. Nothing ships unchecked.
How it works
Solve one problem. Then the next.
Pick a problem
Choose one job your team repeats. Start where it hurts most, not where it's easiest.
Put an agent on it
Give it the skills to do the work: extract, draft, classify, follow up. Reuse those skills on the next problem.
Keep a human in the loop
Decide where a person approves or corrects, and where the agent just runs. Full oversight to full autonomy, your call.
Move to the next
Once it runs, take the next problem. Solve enough of them and you have built a workforce without hiring one.
You see the cost and the return on every task, every workflow, every agent. No black box, no surprise bill.
Why Verzatio
The control a firm needs, not just a chat box.
Your models, your choice
Run frontier models or open-source. Open-source costs less and keeps your data in-house, and often matches the quality on the jobs that matter.
ROI you can see
Cost and return measured per task, per workflow, per agent. You know what each one earns you, with no surprises on the bill.
Connects to your systems
Plug into the tools you already run. Easy to integrate, so your agents work with your data instead of around it.
Every client walled off
Per-client isolation built in. One client's data never touches another's, and never trains anyone else's model.
Human-in-the-loop control
A dial from full approval to full autonomy on every step you choose. Nothing reaches a client unchecked.
Reusable skills
Build a skill once and use it across every agent and chat. Each problem you solve makes the next one faster.
Two ways in
Self-operate, or we build it for you.
Your team, on the platform
Spin up agents, pick your models, set your guardrails, and keep full control. Priced per user, not per seat, so the whole team can use it.
Best when you have someone who wants to own it.
We build it, you run the business
Kavagy scopes the problem, builds the agent tuned to your workflow, and hands it over working. You get the outcome without running an AI project.
Best when you'd rather buy the result than build it.
The company brain
All your data in one place your agents can reason over.
Connect the systems you already run, QuickBooks, Stripe, Google Drive, your databases, and Verzatio pulls them into one place your agents can reason over. Ask a question in plain language and get a chart or a report back, with every client still walled off. It is what turns a pile of solved problems into a business that finally knows itself.
Built for firms that hold other people's data
Every client walled off. Every output accountable.
Each client lives in its own isolated space. One client's data never reaches another.
A data agreement that bars training on your data, by contract.
Human approval on any step you choose, so nothing reaches a client unchecked.
Straight answers
The questions every firm asks.
How is this different from just using ChatGPT?
ChatGPT is one chat box, locked to one model, with no isolation between your clients and no memory of your workflows. Verzatio lets you build agents around your actual work, pick the model for each job including open-source, wall off every client, and either run it yourself or have us build it.
Can we use our own or open-source models?
Yes. Run frontier models or open-source, and choose per task. Open-source lowers your cost and keeps your data in-house, which matters when the data belongs to your clients.
How do we know it's worth it?
You see cost and ROI per task, workflow, and agent. Start with one problem, watch the number, and expand only when it pays. No surprises on the bill.
Will it connect to the tools we already use?
Yes. Verzatio is built to integrate with the systems you already run, so agents work with your live data instead of a copy of it.
We can't put client data into AI.
Each client is walled off in its own isolated space, and our data agreement bars training on your data. Verzatio is built specifically for firms that hold other people's data.
What happens when an agent makes a mistake?
You decide where a human approves each step. Nothing reaches a client unchecked, and every action the agent takes is logged.
Currently at capacity
Request access.
We are onboarding teams in waves. Tell us the one problem you would put an agent on first, and our team will review your request. The clearer you are about the job, the faster we can find you a spot.