Your firm delivers more — without hiring anyone.

An AI team prepares client analysis, management reports and prospecting materials. You review, sign off and deliver. The heavy lifting stays with the AI.

See it working in my firm

USD plans. The demo calculates fit before checkout.

Does any of this sound familiar?

Your business clients want deeper analysis and you don't have time to prepare it.

The meeting arrives, the client wants to understand P&L, compare with last quarter, see where costs are rising — and you have 20 clients waiting for that. The analysis ends up shallow or late.

You're the only one who knows everything and can't delegate.

Every client has their own history in your head. Hiring a new assistant takes 3 months to become useful, and you still need to supervise everything. You are the bottleneck.

Prospecting new clients waits until there's spare time — there never is.

You know you could grow. But preparing pitch materials, researching the prospect's sector, building the proposal — everything joins the same queue as compliance deadlines.

How your AI team works for your clinic

Business analysis and client comparatives

The AI team prepares draft management analysis — P&L review, month-over-month comparisons, points of attention — based on the information you provide. You review, add client context and deliver.

Management reports and meeting materials

Executive summaries, presentations and meeting agendas prepared every week. Your firm delivers well-prepared meetings without doubling the team.

Prospecting material by sector

The team researches the prospect's sector — tax pain points, regulatory requirements, your firm's differentiators — and builds the pitch material. You review and use it.

Diagnosis of what's blocking firm growth

The team maps where the firm loses time, which processes could be faster and what prevents prospecting — with an auditable record of each analysis.

Your data, your rules.

Transparency is part of the contract, not the pitch.

  • Your data stays isolated in your workspace — no other customer can access it.
  • You can request deletion at any time (GDPR Art. 17 / LGPD Art. 18). Open a support ticket and it's done.
  • We do not train on your data. Your files and history never leave your environment to feed any model.
  • We operate in compliance with LGPD and GDPR. DPA available on request for enterprise contracts.

Read full policy →

Frequently asked questions

Will Imperix access my clients' accounting systems or post entries automatically?

No. Imperix prepares materials based on the information you provide — texts, analysis, reports. No external accounting system is accessed. Posting and delivery remain with you.

Is my clients' data safe and contained within my firm?

Yes. Your workspace is isolated — no other Imperix customer can see yours. We do not train on your data. You can request deletion at any time (GDPR Art. 17 / LGPD Art. 18). DPA available for enterprise contracts.

Do I need to be technical or set up any tool to get started?

No. You answer a few questions about the firm — client types, sectors, services — and the AI team configures itself. Then you receive the finished work in the dashboard to review and approve.

Ready to see it working in your clinic?

The demo runs on your real business. You see what the AI does before paying anything.

See it working in my firm

USD plans. The demo calculates fit before checkout.