See Demo

Talk to Attri team

See Demo

Talk to Attri team

See Demo

Talk to Attri team

 Your firm’s collective intelligence, instantly accessible.

 Your firm’s collective intelligence, instantly accessible.

The secure AI engine that connects your entire document stack, SharePoint, Google Drive, OneDrive, and Box, into one intelligent conversation.

The secure AI engine that connects your entire document stack, SharePoint, Google Drive, OneDrive, and Box, into one intelligent conversation.

Digital Teammate

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Trust & Compliance

Attri is trusted by industry leaders

Teams are saving time & cost using AI

Universal Integration

Industry-Grade Security

Citable Answers

One Interface. Infinite Knowledge.

the knowledgeBot capabilities

See in Action

Unified document search

Connects to SharePoint, G-Drive, OneDrive, & Box. 90% faster retrieval. Finds the exact engagement letter or tax form regardless of where it's stored.

Connects to SharePoint, G-Drive, OneDrive, & Box. 90% faster retrieval. Finds the exact engagement letter or tax form regardless of where it's stored.

The process navigator

Synthesizes data from Employee Handbooks, Compliance PDFs, and SOPs. Turns complex, 50-page policy documents into instant, actionable instructions.

Synthesizes data from Employee Handbooks, Compliance PDFs, and SOPs. Turns complex, 50-page policy documents into instant, actionable instructions.

Client ready drafter

Takes technical internal notes and rewrites them into polite, professional client emails. Saves advisors hours of writing time while maintaining consistent tone.

Takes technical internal notes and rewrites them into polite, professional client emails. Saves advisors hours of writing time while maintaining consistent tone.

The PII redactor

Automatically detects and redacts SSNs, account numbers, and sensitive client data in chats, enabling safe AI use without data leakage or compliance risk.

Automatically detects and redacts SSNs, account numbers, and sensitive client data in chats, enabling safe AI use without data leakage or compliance risk.

Benefits

Why Modern Firms Need This

Your advisors spend 20% of their billable hours just looking for information.

The Silo problem is solved

Tax forms are in OneDrive. Compliance docs are in SharePoint. Client assets are in Box. KnowledgeBot indexes them all. A single search does everything.

Turn documents into answers

Get the answer inside the PDF. Ask "What is the procedure for a Roth conversion?" and get a step-by-step summary extracted from your SOPs.

AI flags critical and abnormal results instantly, no manual scanning.

Standardize your advice

Ensure every associate and partner gives advice based on the firm's latest approved documents, not an outdated version saved to their desktop.

No commitment,
20-minute walkthrough.

See your own reports analyzed live.

No commitment,
20-minute walkthrough.

Go live in 1–2 weeks

Book a demo

SOC 2 Compliant

Why trust us

Built for Fiduciaries

Built for pain clinics from day one

We treat your data like client capital. Secure, Private, and Controlled.

Request a Walkthrough

Role-based access controls

Audit ready logs

Private cloud isolation

No model training

SOC 2 Type 2 & HIPAA Ready

Integrations

We play nice with your stack

We play nice with your stack

We play nice with your stack

No migration needed.

We layer on top of what you already use.

No migration needed. We layer on top of what you already use.

How it works

Flow that turns requests into completed work faster.

A simple workflow that keeps every task moving, without manual supervision.

Connect your data sources and authorize secure access.

Connect your data sources and authorize secure access.
Connect your data sources and authorize secure access.

We process and vectorize your documents into a secure, private knowledge base.

We process and vectorize your documents into a secure, private knowledge base.
We process and vectorize your documents into a secure, private knowledge base.

Deploy the bot to your team via Microsoft Teams, Slack, or a Web Portal.

Deploy the bot to your team via Microsoft Teams, Slack, or a Web Portal.
Deploy the bot to your team via Microsoft Teams, Slack, or a Web Portal.

See it in action

See it in action

Outcomes

Scale your operations,
not your payroll.

See how deploying KnowledgeBot compares to hiring additional support staff to handle your firm's administrative load.

Book a demo

Attri KnowledgeBot
Research Analyst
Annual Cost

Fraction of the cost (SaaS Model)

$65,000+ (Salary + Benefits)

Onboarding Time

<24 Hours to index and go live

3–6 Months to full productivity

Availability

168 hours/week (24/7/365)

40 hours/week (9 AM – 5 PM)

Knowledge Base

Instant access to 100% of firm files

Limited to what they learn over time

Error Rate

Consistent (Cites sources every time)

Human error (fatigue, oversight)

Attri KnowledgeBot
Annual Cost

Fraction of the cost (SaaS Model)

Onboarding Time

<24 Hours to index and go live

Availability

168 hours/week (24/7/365)

Knowledge Base

Instant access to 100% of firm files

Error Rate

Consistent (Cites sources every time)

No commitment,
20-minute walkthrough.

No commitment,
20-minute walkthrough.

See how your current workflow can run faster and smoother.

About Attri

Talk with Attri team

Privacy

© 2025 Attri AI. All Rights Reserved.

About Attri

Talk with Attri team

Privacy

© 2025 Attri AI. All Rights Reserved.

About Attri

Talk with Attri team

Privacy

© 2025 Attri AI. All Rights Reserved.