AI automation for financial advisers, IFAs, and accountants.
Stop spending qualified time answering questions your client portal should handle. Rora builds done-for-you AI automation for financial advisers, IFAs, and accountants that keeps clients informed on routine queries, automates invoice chasing, and flags cashflow issues before they become urgent.
Sound familiar?
Invoice chasing done manually — the same email sent to the same clients every month
Overdue accounts spotted too late because nobody's watching the AR report daily
Client onboarding paperwork that takes a week because it's all done by hand
Cashflow surprises because there's no automated view of what's due in the next 30 days
What changes when AI handles the admin
- Overdue invoice emails drafted and sent automatically on a schedule you control — no manual chasing
- Daily cashflow brief: what's been paid, what's overdue, what's due this week
- Credit risk flags raised the moment an account crosses your threshold
- Client onboarding documents requested, tracked, and chased automatically until complete
“UK industry data shows IFAs and small accountancy firms spend 15 to 20 hours per week on admin that does not require their qualification to complete. That is the clearest ROI case for AI automation we have seen across any sector.”
Ryan Wilson, Founder, Rora
Try it with a real finance scenario
Paste an overdue invoice email, a credit dispute, or a cashflow query. Watch AI classify it, extract key figures, assess risk, and draft the right response.
Open the live demoGet paid faster with less chasing
Book a free assessment. We'll show you exactly which parts of your credit control and client workflow AI can automate — and what it would cost.
Book a free AI assessment