You do not need to be technical to use Cadence. We sit down with you, understand exactly how your practice works, and build tools around your real documents and real processes. You just log in and use them.
No jargon, no surprises. Four steps from your first email to a working automation built around your practice.
We have a plain conversation about what your day-to-day work looks like. What comes in, what you do with it, what you need to produce at the end. You do not need to prepare anything — just walk us through it as you would explain it to a new team member.
We configure the platform around your actual templates, your naming conventions, your approval steps. Not a generic version that sort of fits. Your version. You review it before it goes live — if something is not right, we fix it.
Everyone gets their own secure login. They only see the tools relevant to their role. No IT knowledge required, no complicated setup — just a clean interface that does exactly what it says. If something is confusing, we fix it.
When your processes change — new templates, updated steps, different outputs — you let us know and we update the platform to match. No extra charge for standard changes. That is what the monthly subscription covers.
These are the kinds of tasks we automate most often. Each one is built to your specific documents, not a generic template. Your team provides the starting point — the platform takes it from there.
Upload one document, get everything you need out the other side.
Right now, someone is probably opening a source document and manually copying information into spreadsheets, letters, and working files. That same work — done the same way — every single time. We build a module that does it in one step. You upload the source, the platform produces the rest.
Select the transactions you need, download the receipts. Done.
Instead of retrieving transactions one by one and building receipts by hand, your team selects what they need and the platform generates everything in the right format. Individual receipts or batches — however you need them.
New client information goes straight into the right place in the right format.
When a new client comes on, there is always a set of information that needs to be classified, named correctly, and filed in the right places. We automate that so your team can move straight to the actual work, not the admin that surrounds it.
The right message goes out at the right time, automatically.
No more checking who still needs a response or chasing the same things manually. When a milestone is hit or something is missing, the follow-up goes out on its own — in your tone, with your wording, at the right moment.
Regular reports produced in a consistent format, without rebuilding them each time.
Recurring packs, compliance summaries, and structured reporting materials — the same documents you produce again and again — generated consistently without someone rebuilding them from scratch every time.
Something that does not fit the list above? We can build it.
Every practice has workflows that are a bit different. If you have something specific that keeps taking longer than it should, describe it to us. We will tell you honestly whether automation makes sense, and if it does, we will build it to fit exactly how your practice works.
Financial services work involves confidential client information. We have built the platform around that reality from day one — not as an afterthought.
01
When you upload a document, it is processed and then immediately discarded. We do not keep copies of your client files. Nothing sits on our servers after the task is done.
02
If a module needs a password or access key to connect to another system, we store it encrypted. It is only ever decrypted in the moment it is needed, then locked again.
03
Everyone on your team logs in with their own username and password, plus a second verification step. No shared logins, no shortcuts.
04
Every action in the platform leaves a record — who ran it, when, and what the result was. No document content is stored in the log. Just the facts you need for accountability.
05
Before we release a new module or change how data is handled, we review it against the privacy obligations that apply to your type of work. We do not ship first and check later.
06
Whether your practice is in Europe or Australia, the platform is designed to support the privacy rules that apply to financial services work in your region.
You are not buying a tool and then being left to figure it out. The subscription means we stay close — updating the platform when your work changes, and supporting you when you need it.
Simple pricing
A$850 to get everything set up around your practice. A$170 a month after that — hosting, security, support, and all updates included. Nothing hidden.
See full pricingNo sales pitch. Just a plain conversation about your practice and whether Cadence is a good fit. We reply within one business day.