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We work with financial advice businesses of all sizes to transform practice management operations to create one best way of working

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Our Services

Income
reconciliation

Eddie, (AI) automates up to 80% of your income reconciliation workflow, with a human in the loop so nothing falls through
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Projects &
training

Map your processes, configure your Project Management System and train every person to the same standard. One consistent way of operating
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Consultancy

We provide an honest picture of where your firm is and build the roadmap to get it where it needs to go, from discovery through to delivery
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Introducing Eddie

The best of AI/human hybrid working saving advice firms over 240 hours a year

Manual income reconciliation is one of the biggest drains on financial advice firms consuming hundreds of hours, creating key person dependencies and introducing costly errors.

Eddie changes that. Jigsaw Tree’s AI-powered income reconciliation engine automates up to 80% of the process. AI does the heavy lifting. Our income reconciliation specialists do the rest. Every anomaly gets human attention. Nothing falls through.

Fully hosted in the UK. Data never used to train public AI models.

Learn more about Eddie