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We learn your workflow
You walk us through how a typical piece of work happens. We ask the right questions, then we handle everything from there.
FOR FINANCIAL SERVICES PRACTITIONERS
Stop doing admin.
Start growing.
How much time do you — or someone on your team — spend every week re-entering data, generating the same documents, and chasing the same follow-ups? Have you ever actually counted? We have. And we built something about it.
What we automate
Live modules
Document Processor
Upload one file. Get back everything you need — filled in, formatted, ready to send.
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Receipt Generator
Pick the transactions. Get the receipts. No manual formatting, no copy-pasting.
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Client Follow-Up
The right message goes out at the right time. You do not have to remember to send it.
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Encrypted Logs
Every action is recorded. Nothing sensitive is stored. You stay in control.
Security
Sound familiar?
The same work keeps landing on your desk.
Every week, the same tasks. Every week, the same hours lost. And the worst part? You know exactly how it could be fixed — you just do not have the time or the technical team to fix it.
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You open a source document, copy the information you need, paste it into a spreadsheet or template, and format it — then do the same thing again tomorrow.
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Receipts and reports get assembled one by one instead of generated all at once — because that is just how it has always been done.
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Following up with clients depends on you remembering to do it — not on a system that does it for you, reliably, every time.
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Generic tools were not built for your documents, your templates, or your workflows — so they never quite fit, and you end up doing half the work manually anyway.
What Cadence does
We take the repetitive work and handle it for you.
You do not need a technical background to use Cadence. You do not manage any software. You just tell us how your work flows — and we build, run, and maintain the automation around it.
The result: your team spends less time on repetitive tasks and more time on the work that actually grows your practice.
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We build it around your documents
We configure everything to match your actual templates, formats, and naming — not a generic alternative you have to adapt to.
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Your team logs in and uses it
Each person sees the tools relevant to their role. No training manual needed — just a short walkthrough and you are live.
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We keep it working
When your process changes, you tell us. We update it. Hosting, maintenance, and support are all included in your monthly subscription.
What gets automated
If it repeats, we can handle it.
These are the tasks that take up your week. The ones that follow the same steps every time, in the same order, with the same result. That is exactly what automation is for.
01
Document processing
Upload one file. Get back multiple completed documents and data outputs — all formatted the way you need them, without touching a single cell.
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Receipt generation
Pick the transactions, click generate. Individual receipts or full batches — ready to send, correctly formatted, every time.
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Client onboarding
New client information gets classified, structured, and placed in the right records automatically — the same way, without variation.
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Client follow-up
Messages go out when they should, triggered by milestones and case progress — not by someone remembering to check the inbox.
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Reporting outputs
Compliance-ready reports and summaries produced from your data — consistently formatted, with no manual assembly required.
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Custom modules
Got a workflow that does not fit neatly into a category? We can build it. If it repeats and follows rules, we can automate it.
Who we work with
Built for small practices that do serious work.
You do not need a large IT team or a big budget to automate your practice. Cadence is specifically designed for small, regulated financial services firms — the kind where one person wearing multiple hats is the norm, not the exception.
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Insolvency and restructuring
Case documents, client records, receipts, and follow-ups all follow predictable stages. We handle those stages so your team can focus on the cases themselves.
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Accounting and advisory practices
Reporting packs, template generation, and internal review steps — all done consistently, without someone manually pulling it together each time.
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Other document-heavy practices
If your work is regulated, rules-based, and document-driven — and you want more time for the work that actually matters — talk to us.
Your client data is safe
We handle sensitive work. Privacy is not optional.
We built Cadence for financial services — which means we took data protection seriously from day one. Here is exactly what that means in plain English.
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Documents are never stored
When you upload a file, it is processed and immediately discarded. Nothing sits on our servers. Once the task is done, the document is gone.
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Every login requires two steps
Every user account uses two-factor authentication. Your password alone is not enough to get in — which means neither is someone who gets hold of it.
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You know who did what
Every action in the platform is logged — who ran what and when. Your audit trail is always there when you need it for a compliance review.
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Your team only sees what they need to
Access is controlled by role. Each person sees the modules relevant to their work — nothing more. No accidental access, no oversharing.
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Built for EU and Australian law
We designed Cadence with GDPR and Australian privacy law in mind. If your clients ask about data handling, we have the documentation ready.
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We review every change before it goes live
New modules and any material changes go through a privacy review before your team sees them. Nothing ships untested in a regulated context.
Simple pricing
A$850 to get set up. A$170 a month after that. Everything included.
No hidden costs. No long-term contract. No technical team needed. We set it up, run it, and maintain it — you just use it and watch the time come back.
Start here
Tell us the task that takes too long. We'll take it from there.
You do not need to know how automation works. You just need to describe the problem. Tell us what the task is, how often it happens, and what a good result looks like. We reply within one business day.
Direct email
hello@cadence-platform.comWhat to include
Describe the task — what comes in, what you do with it, and what goes out at the end. A few sentences is enough.
Who fills this in
The form asks for a company email address so we can reply properly. No mailing lists, no spam.
Message sent
Thanks. We will reply within one business day.