AI built for Irish financial advisers.From conversation to completed work.
Kaitel turns the client conversation into finished work — from the notes and the fact-find changes to the Statement of Suitability and the follow-up. Nothing sends without your approval.
Built in Ireland with practising advisers. Opening to a small number of Irish advice practices. Wider release in 2027.
The hour with the client is the part you trained for.
Everything after it is the part that keeps you at your desk.
Kaitel takes that work off your desk.
One meeting, start to finish.
Kaitel captures the meeting.
Your recorder, ours, or a note you dictate after. Nothing changes about how you run the hour.
Kaitel reads it against the client file.
What changed, what's missing, what you promised — each one tied back to the evidence behind it.
Kaitel prepares the work.
The fact-find updates, the report drafts on your template, the follow-up lands with the right person.
Product
See Kaitel in action.
Tell Kai what happened. It works out what follows.
You can talk to Kai at any time. It's the assistant built into the platform. One message after the meeting, and it reads the client's file, updates the record, and lines up the work for your approval.
Tell Kai what happened…
Nothing consequential leaves the firm without your approval.
Built for a regulated industry.
Every control here is one you can watch working in the product. We would rather show you that than imply a badge.
- AdviserPrepare and submit
- SupportPrepare
- OwnerApprove or send back
- AdminNot permitted
Your data, your control.
Nothing sends without your approval. Your CRM stays the system of record. Roles decide who sees what.
Chosen per meeting, not per firm.
Recording is optional, not required.
Choose how a meeting gets captured — note only, or full transcript.
- 11:02v1 draftedfrom Fact-find v6 · Meeting note 17 Sep
- 11:31v2 · 4 changesRetirement age 66 → 62
- 11:47v3 approvedby the Owner
Every draft keeps its record.
What it was prepared from, what changed, and who signed off.
Simple to start. Nothing to migrate.
Connect your calendar and email. Bring in your next meeting. That's the setup.
Microsoft 365 first. More to follow.
OutlookCalendar
MailExchange
TeamsMeeting captureShaped by practising Irish advice firms.
Kaitel started from a simple read on where the industry’s heading: advisers spend most of a working week on the fact-finds, statements and follow-ups clients never see, not the conversation they trained for. We think that work moves to AI, under the adviser’s approval, over the next decade. So we’re building the layer that does it. It’s a small team by design, led by James Brooks, an investment analyst turned founder, working directly with practising Irish advice firms, and backed by operators with their own eight- and nine-figure exits.
Fair questions, straight answers.
Pricing and data-handling answers will be published once they are agreed, not before.
Apply now.
We’re opening Kaitel to a small group of Irish advice practices who want a say in what it becomes. Early access, direct influence on what we build next, and preferential terms when we launch.
We review each practice for fit and come back to you personally.