Your workflow, not ours
We configure the platform around your actual documents and processes — not a standard template that sort of fits. If it does not feel right when you review it, we change it before it goes live.
Company
We built Cadence because small practices deserve better tools too.
Larger firms have IT departments and expensive software. Small practices end up spending the most time on repetitive admin — without any of the help. That is the problem Cadence was built to fix.
How it started
The problem kept showing up in the same places.
After leaving a tech sales role and relocating, the pattern was hard to ignore. Large companies were investing heavily in AI and automation, gaining real, compounding operational advantages. The tools existed. The technology was there. But it was expensive, complex, and built for organisations with dedicated IT teams. Small businesses were being left behind. Not because the technology was out of reach, but because no one had built it around their needs.
Financial services stood out early. The work is inherently document-heavy and repetitive: fact-finds become populated templates, transactions become receipts, client cases follow predictable steps. For small practices running lean teams, that admin burden adds up fast. Hours spent re-entering data, reformatting documents, and chasing paperwork are hours not spent on clients. It is an expensive problem hiding in plain sight.
Generic automation tools failed the same test every time: built for a broad audience, requiring technical expertise to configure, and expecting the business to adapt its workflow to the software rather than the other way around. For small practices with specific processes and real compliance obligations, close enough is not good enough. The configuration had to be right from the start. Otherwise it simply would not get used.
Cadence was built to close that gap. The initial focus is financial services, where the admin burden and compliance requirements are both high. But Cadence is designed to help any small team or solo operator dealing with repetitive, process-driven work. Every automation is configured around how a specific client actually works, and maintained as part of the subscription rather than charged for again every time something needs adjusting. The goal is straightforward: give small businesses the same operational edge that larger firms have always had, at a price that makes sense for a small team.
What we believe
The automation should fit your practice. Not the other way around.
Most automation tools are built for big companies with IT teams. They are general-purpose, full of features you will never use, and assume you will adapt your workflow to fit the software. Small practices do not work that way — and they should not have to.
In financial services, the work is specific. Your documents are yours. Your templates, your naming conventions, your sign-off steps — they exist for good reasons. Generic tools either ignore all of that or make you change it.
Cadence exists to give small practices the same operational advantage that larger firms get from expensive software and IT support — configured around how you actually work, maintained so it stays that way, and priced so it makes sense for a small team.
How we work
The things that matter to us.
These are not just words on a page. They shape every conversation we have and every tool we build.
Plain language always
If we cannot explain what a tool does in plain English, it is not ready. No technical jargon, no vague descriptions. You should always know exactly what Cadence is and is not doing with your data.
Maintained, not delivered and forgotten
When your processes change — and they will — the platform changes with them. That is what the subscription is for. You should not have to pay again every time you need something adjusted.
Security built in from the start
Financial services work involves sensitive client information. We do not treat security as a feature to add later. Access controls, encryption, and privacy review are part of every module we build.
Who is behind it
The founder
Jake Hickey spent several years in marketing and business development at Mobility Mojo, a Dublin-based technology company. Working alongside technical teams, he became involved in scoping and managing AI and automation projects — and saw first-hand how dramatically the right tools can change the way a business operates.
Cadence is the direct result of that experience: taking what works at scale and making it genuinely accessible to the small teams who stand to benefit most.
Get in touch
Tell us what keeps landing on your desk. We will be straight with you about what we can do.
No obligation, no sales pitch. Just a plain conversation. We reply within one business day.