AI for finance with a person on every decision.
AI for finance works best on the routine admin around client work: answering enquiries, sending document checklists and drafting payment reminders for a person to check. Buzzozo builds your website and an AI chat assistant around the information you approve. It collects what your team needs and hands anything that sounds like advice to a qualified person. It never gives financial, investment, mortgage, pension, tax or legal advice.
No card needed. Cancel any time. Website plan: £149/month.
Where can AI help a finance firm’s front office?
Financial advisers, mortgage and protection brokers, planning practices and the finance teams of small businesses spend a lot of the day on admin that comes before or after the real work. Prospective clients ask who you help and how a first meeting works. Existing clients ask what to send and where. Invoices need chasing. An assistant can handle the routine part of that from wording you approve, so your advisers spend their time on clients.
| New client enquiries | Answer from your approved service list, then collect name, contact details, the reason for the enquiry and a preferred time. An adviser replies with that context in front of them. |
|---|---|
| Document checklists | Send the list your team has approved for a meeting or application and point to your firm’s secure upload route. The assistant does not receive documents in chat. |
| Document sorting | With a separately agreed automation, incoming paperwork can be labelled by type and filed for a person to check. Nothing is approved or rejected by the AI. |
| Payment reminders | Draft polite reminders for overdue invoices in your tone. A person checks and sends each one; the assistant never takes payments or agrees terms. |
| Questions that need advice | “Should I move my pension?”, “How much can I borrow?” and “Is this investment right for me?” go to a qualified adviser as a call request, never answered by the AI. |
See how our AI chat assistants and AI automation work, or start with a website built for financial advisers or mortgage brokers. Running an accountancy practice? See AI for accountants.
How would a client enquiry work?
Example workflow, not a client case: late one evening, someone on a mortgage broker’s website asks whether the firm helps first-time buyers and what they should bring to a first meeting. The assistant answers from the firm’s approved wording, shares the approved document checklist and asks for a name, email, phone number and a good time to talk. The enquiry reaches the adviser’s inbox with those details attached.
If the visitor then asks how much they could borrow or whether to fix for five years, the assistant does not estimate or recommend. It explains that an adviser needs to look at their circumstances and offers a call. It gives no figures, rates, recommendations or approvals.
Try the website and enquiry assistant free for 14 days, with no card needed. Cancel any time.
What should you agree before switching it on?
- Choose one routine task and approve the wording the assistant can use.
- List the questions it must always hand to an adviser, including advice, affordability, rates, complaints and anyone who may need extra support.
- Have the person who signs off your client-facing wording review the approved answers before launch.
- Keep account numbers, statements and personal financial details out of public chat, and name your firm’s secure route for documents.
- Name the person who reviews drafts and receives every handover.
- Decide who can see enquiry records and when they are removed. Our guide to AI and GDPR covers the basics.
These are setup boundaries, not a promise that software makes your firm compliant. Your firm remains responsible for its advice, regulatory and compliance decisions.
What does Buzzozo manage for you?
You get a website built around your firm, Buzzozo cloud hosting, ongoing changes and support, and an AI chat assistant with a monthly usage allowance. We set it up from the information you approve, so you have a clear place to start.
A custom small-business website from a UK agency typically costs £2,000–£7,000 for the design alone. Ongoing hosting, changes and support need their own scope. That range is a guide, not a quote for your project; VAT treatment was not stated in the published guide, read on 29 October 2026.
Website plan: £149/month. Start with a 14-day free trial, no card needed, cancel any time. See the Website plan for the full service, or read more about AI for your business.
Connections to client management, accounting, payment or back-office systems are separate work. We agree the scope before building them. The website assistant does not replace your advisers, paraplanners or compliance team.
Questions about AI for finance
What can AI do for a finance business?
It can answer approved questions about the services you offer and how a first meeting works, send the document checklist your team has approved and draft routine replies and payment reminders for a person to check. Start with one admin task, such as new client enquiries. Your advisers keep every advice and approval decision.
Will it give financial or investment advice?
No. The assistant provides admin and enquiry support with human review, never financial, investment, mortgage, pension, tax or legal advice. Questions about suitability, affordability or which product to choose go to a qualified adviser as a call request.
Can it quote rates, fees or borrowing amounts?
It can repeat fees that you publish and approve. It does not quote interest rates, estimate what someone can borrow, compare products or confirm an application. A person handles each of those.
Can clients send documents or account details through the chat?
No. Ask clients not to paste account numbers, statements or other personal financial details into a public chat. The assistant tells them the secure route your firm already uses for documents, which we agree with you before setup.
Can it chase unpaid invoices?
It can draft reminders in your approved tone from details your team provides, and a person checks and sends each one. It never takes payments or agrees payment plans. Sending reminders automatically from your accounting system is a separate automation with its own agreed scope.
What is included in the Website plan?
The Website plan is £149/month. It includes a custom website, Buzzozo cloud hosting, ongoing changes and support, and an AI chat assistant with a monthly usage allowance. Connections to client management, accounting, payment or back-office systems need a separate agreed scope.
Can we try it before paying?
Yes. Start with a 14-day free trial, no card needed, cancel any time. We agree the website and the admin task with you, then you can review the result before deciding to continue.
Put routine client admin in good order.
Tell us about your firm, where client enquiries arrive and which admin jobs take up your day. Please do not include client account details or personal financial information.