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 that undermine your MI.

Eddie changes that. Jigsaw Tree’s AI-powered income reconciliation service automates up to 75% of the process, combining AI with expert human oversight to deliver faster, more accurate reconciliation without the key person risk.

Jigsaw Tree is trusted by over 300 financial advice firms. This solution is delivered in partnership with a Virtual Operations; who bring over a decade of intelligent automation expertise delivering millions in measurable value for global organisations including a Global Fortune 250 Asset Management Company and leading US healthcare providers. Now focused on your income reconciliation.