Friendly AI for financial advisors

Answer client money questions and book reviews without losing your evenings

Type your line of work for a version tuned to you — or read on.

Set up friendly AI in plain English to handle the repeat client questions, meeting scheduling, and paperwork chase, so your time goes to advice and planning instead of busywork. No engineers, no setup project.

Review meeting schedulingStatement and tax document requestsNew client onboarding paperworkContribution and withdrawal requestsAccount balance and performance questionsBeneficiary and address updatesFee and cost questions

Create my hound free Try the live demo

No setup call, no credit card, and no AI experience needed.

Your way into AI

The simple way to bring your business into the AI era.

Everyone says you need AI in your business. Nobody tells you how without hiring an engineer, wiring up ten tools, or disappearing down a rabbit hole for six months. DocsHound is the simple way in: you describe what you want in plain English, and it becomes the AI employee that handles it, so you get the upside of AI without the madness.

No engineers to hire. If you can describe the job, you can set it up.
No AI rabbit holes. One friendly tool, not a stack you have to learn.
Up and running in an afternoon. Not a six-month project.

Meet your hounds

What your hounds can do for you

Most advisors start with one of these three things, then grow from there.

A hound running a process and sending an email

Automate a process

Take the repeat paperwork and follow-up off your plate so clients move forward without you chasing them.

New client onboarding — collect risk tolerance answers, ID, and account forms step by step
Annual review scheduling — reach out, offer open times, and send the calendar invite
Document chase — remind clients to return signed forms and upload statements
Contribution and rollover requests — gather the details and route them to you cleanly
Beneficiary and address changes — confirm the information and flag it for processing

Onboarding and review paperwork move on their own instead of sitting in your inbox.

Serve your customers

Give clients fast, plain answers to the money questions they ask over and over, day or night.

Where do I find my latest statement or year-end tax documents
How do I make a contribution or take a withdrawal from my account
When is my next review meeting and how do I reschedule it
What are the fees on my accounts and how are they charged
How do I update my beneficiaries or add a new account

Clients get answers after hours and stop waiting on a callback.

Support your team

Give your assistant and junior advisors one place to get the firm's answers right every time.

Which onboarding forms and signatures are required for each account type
How to log a client request and hand it to the right advisor
Where account applications, transfer forms, and disclosures live
What to tell a client who asks about a late statement or pending transfer
Which steps to follow for a contribution, rollover, or distribution request

Staff answer clients confidently without interrupting the lead advisor.

Run something else the same way every time? Tell us and we’ll point you to the right hound.

Build your first hound

Today a hound can ask, answer, send an email, and create a link. Sheets and Zapier are coming.

Get a running start

Tell us what you want to automate

Tell us what kind of business you run and we will show you what DocsHound can take off your plate first. You can change all of it later.

1 What you do 2 Recommended Hounds

What do you do?

What DocsHound can automate for your business

Based on your business, here is what we would set up first. Each one gathers what you need and takes the next step for you. Create them now or tweak later.

You are all set.

We are putting your Hounds together. Check your inbox for a link to start adding what your business knows.

See it in action

Find your industry

See what DocsHound does for your line of work.

Pick your line of work below for a version tuned to the jobs you run — or just type what you do:

Professional firms

Multi-location & portfolio

Clinics & practices

Retail & local

Simple to set up. Here is what you get.

No project, no jargon. Describe what you want in plain words and your business starts getting this back:

Anyone can set one up

No IT person, no setup project, no training. If you can describe the job, you can build the hound.

Save hours every week

The asking, collecting, and replying you do by hand all day runs itself, so you win the time back.

Open while you sleep

Customers get answered and jobs get booked at 2am, not just nine to five.

One business, a pack of hounds.

You do not run your whole business out of one inbox, so your AI should not either. A Hound handles one job, whether that is a process, a client, or one part of your world, and does it the same way every time.

Put one hound on staff questions, one on each property you manage, one on quotes for the field crew, one per client. Each stays in its lane, so the work stays clean and nothing gets crossed.

For your staff

Answers HR, PTO, and policy questions so the office does not have to.

One per property

Takes maintenance requests and resident questions, and routes them.

One per client

Runs their intake and onboarding, their way, every time.

For the field crew

Answers manual and SOP questions from a phone on the job.

Take one for a walk.

Meet a small business we made up, so you can try this without using your own. Ask it something, or say you want to book a callback and watch it take the details and act.

What this hound handles

a small business

Ask the Hound

Ask me a question, or say you need a quote or a callback and watch me take the details and hand them off.

Start by using it yourself. Share it when you are ready.

Use it yourself

Keep it private and get your own answers first. Nobody else has to know it exists yet.

Give it to your team

Invite employees so the person who used to get asked everything stops being the bottleneck.

Put it on your website

Let customers ask the same questions your staff already answers twenty times a day.

Connect it to your tools

When integrations land, your hound can push what it collects into the software you already use.

What would you put in yours?

Not sure what goes in first? Here is what three very different people would start with.

Joe the Plumber

Quote intake, plus warranty and pricing answers, so every tech in a truck gets a straight answer without calling the office.

Bob the Bookkeeper

One per client, handling new-client intake and answering “how does this one close their books?” before he even opens the file.

Any small business

The stuff that always lives in one person’s head, so the whole team can get an answer on day one instead of waiting for the person who knows.

Your first Hound is free

Put a hound on the busywork.

Pick one job you do over and over, like customer intake, quotes, or the questions your team fields all day, and let your first hound handle it. Set up in minutes, free to start.

Create mine free No credit card required.