Solution introduction
Ammonite’s Planbot is a flexible AI-powered report generation system designed to help financial advice firms streamline their documentation processes without compromising on customisation or compliance
Unlike many off-the-shelf tools that require firms to adopt generic templates, Planbot enables advisers to build AI versions of their own internal forms and reports. These can include suitability reports, annual reviews and internal communications such as appraisal forms or client meeting notes
The core mission behind Planbot is to empower firms to retain their own voice and structure while benefiting from automation and intelligent data handling. It is a tool built by people who understand the day-to-day realities of advice and paraplanning work.
Integrations
Planbot operates effectively without mandatory integrations. While Ammonite is developing connections with CRM systems and other platforms, the tool currently functions as a standalone solution. Risk categories can be configured manually, and reports can be generated using firm-specific templates without external data feeds. It supports transcription input from Teams or similar platforms and includes document extraction capabilities for meeting notes, policy documents, and other relevant data.
The tool already supports transcription input from Teams or other systems via copy-paste, enabling advisers to feed in meeting content for automated report building.
Key features
- Template flexibility
- AI-powered report generation
- Optimisation and personalisation
- Custom calculations
- Form builder
- Chatbot functionality
- White labelling
