Drafting
Engagement letters, client emails, board summaries; first draft in seconds.
Generative AI and AI agents, built safe enough for finance.
Models that draft, classify, summarise and extract, and agents that plan and finish multi-step work, with code checking every number and a person signing off every decision that matters.
01Generative AI & AI Agents
Capable models are easy. Safe ones take design.
Most generative AI projects fail not because the models are weak, but because they ship without guardrails: one invented figure in a client report, or one misclassified transaction repeated a thousand times.
02Generative AI & AI Agents
What we build
Classification
Email triage, transaction categories, document routing, each with a confidence score.
Extraction
Structured fields from contracts, emails and forms.
Summarisation
Long documents reduced to what matters for the decision.
Research and enrichment agents
Gather data across sources and update your CRM.
Reconciliation agents
Investigate exceptions instead of just flagging them.
Knowledge assistants
Answers grounded in your own documents.
03How it works
Five layers of control
- 01
The model does the language work
- 02
Code does the maths
The model never calculates.
- 03
Every output carries a confidence score
- 04
A person reviews
Anything touching the ledger or a client.
- 05
Sensitive data is masked
Or the model runs in your own environment.
04Compare
Which tool for which job
| Tool | Use it for |
|---|---|
| RPA bot | Fixed steps, same every time |
| Generative AI | One input, one output (draft, classify, extract) |
| AI agent | Multi-step work where the right steps change each time (research, investigation) |
06Outcomes
Benefits
Senior time back from first drafts
Consistent classification at volume
AI you can audit
FAQ
Frequently asked questions
Short answers to common questions.
Still have a question?
Talk to a specialist. We reply within one business day.
Ask us a questionor call 1300 873 733Which models do you use?
We choose per task on accuracy, cost and data rules, and can run open-weight models in your environment.
How do you stop the AI making things up?
Numbers are checked by code, outputs are confidence-scored, and people review what matters.
What's the difference between generative AI and an agent?
Generative AI completes one task; an agent plans and completes several steps towards a goal.
Compliance
Your data, handled properly
Befree is ISO 27001 certified and GDPR compliant. We handle personal information under the Privacy Act 1988 and the Australian Privacy Principles, and under UK GDPR for UK clients. Sensitive fields, such as tax file numbers, are masked before they reach any AI model. Every AI workflow keeps a person reviewing decisions that touch a ledger, a client or a lending outcome.
07Case studies
Related case studies
Next step
Find the right AI for the job.
We'll look at the work, the systems and the risks, and tell you what we'd fix first.
- Free 30-minute assessment
- A written view within a week
- Reply within one business day