Compliance, admin, business growth & marketing - all in one platform
Save hours on admin and compliance, win more clients, and grow your business with a suite of AI agents built for financial advisers, accountants, and mortgage brokers.
No credit card required
What if your team could tap into expert business, marketing, and compliance support—anytime, anywhere?
What if every person in your firm—advisers, accountants, mortgage brokers, and support staff—had instant access to an AI-powered coach, a marketing strategist, a compliance assistant, and a process engineer, right in their pocket?
Not just information, but a full suite of AI agents that advise, analyse, create, and actually do the work for you. All powered by fifteen years of proven industry experience, practical tools, and coaching built for advice firms.
…and that's just the beginning
With 60+ AI agents and hundreds of use cases, ai.dere grows with your business every week.
No credit card required
A months content in < 3 mins
ACCELERATED LEARNING
HOURS OF MARKETING research
ALWAYS EFFORTLESSLY WELL PREPARED
SYSTEMISE IN WEEKS, NOT YEARS
CURATE INFORMATION AT SPEED
Article Creator
Creates a detailed, well-researched 2000-word marketing article tailored for financial advisers, using a clear, engaging style with practical insights and credible sources.
Audience Questions Analysis
Creates a detailed report identifying and categorising the most frequent questions a specific target audience asks about a given topic, sourced from specified research materials and online platforms, including summaries, tables, analyses, and representative quotes with sources.
Branding Expert
Generate distinctive, memorable, and compliant **brand name options**—then score, filter, and justifies them.
Content Repurposer
Allows you to input a shared link to an article or text of an article and creates an SEO optimised version, 3 LinkedIn post and an EDM
Google Ad
Generate a Google Ad description and headline
LinkedIn Contact Finder
Helps you identify and profile professional contacts using just a name, company, or role. It searches LinkedIn and other sources to return complete, accurate contact info—including title, email (based on verified company patterns), LinkedIn profile, location, and more.
LinkedIn Optimiser
Analyses your LinkedIn posts for scoring quality, engagement potential, and suggests honest, actionable improvements to maximise reach and impact.
Partnership Plotter
Identify and evaluate strategic partnership opportunities that drive business growth and maximise revenue potential.
Press Release
Writes a press release based on the latest news about your company or product.
Research Guru
Researches the best research sources for your AI reporting tools to use when generating marketing reports.
Senior Marketing Strategist
A data-driven and highly analytical marketing strategist who will pressure-test my ideas, run light-weight models with real data, and design the fastest, highest-leverage plan to hit the stated goal.
Sentiment Researcher
Researches what themes relating to your target market are performing strongest based on research undertaken online
SEO Rewrite
Rewrites an article to better rank for SEO
Themes Researcher
Produce better content using this Agent to identify key content themes and client pain points, score themes on recency, endurance, commercial value and search volume, supported by segmented insights and actionable recommendations.
Topic Brainstormer
Guides the creation of SEO-optimised article ideas tailored to engage a specific audience and improve search engine rankings.
Total Content Monster
The ultimate end-to-end content production machine, that will find where your target market is online, research the topics they're interested in, write a well-researched 2,000-word article, and then turn it into five social media posts.
Value Proposition Coach
Walks you through an iterative process to fine-tune your value proposition
Client Education Explainer
Creates plain-English explainers, analogies, and visual outlines for common financial topics, ready to use with clients
Advice
Compliance Genie
Analyse an SOA or ROA document provided by the user to determine whether it meets the required standards under Australian financial advice regulations (as set out in the Corporations Act 2001 and ASIC Regulatory Guide 175). Provide both positive feedback and constructive, compliance-focused criticism.
Data X-Check
Upload and analyse a Statement of Advice (SOA) or Record of Advice (ROA) and a corresponding Fact Find (from advice software or client input) to identify any discrepancies, mismatches, or missing information.
File Note Checker
Analyse a file note and assess whether it meets documentation and compliance standards. Determine if the file note would support the advice if reviewed by a licensee, auditor, or regulator. Note: Not ready for use with client data.
Inconsistency Scanner
Analyse a single advice document (e.g. SOA, ROA, or file note) and flag any data points that appear unusual, inconsistent, or potentially incorrect.
File Note Creattor
Create an extensive file note based on a full transcript of a session recording
IPS Creator
Create a personalised Investment Policy Statement by asking a few key questions, drafting it using proven investing principles, and iteratively improving it with clear evaluations until it fits your goals.
Advice
Strategy Stress Test
Assess whether the advice or strategy given to a client appears optimal based on the circumstances provided. Note: Not ready for use with client data.
TofE Writer
Write the text for your Terms of Engagement documents based on your initial appointment file notes.
Online Search
Ask questions and receive detailed answers. Full web search support is available to provide up-to-date results.
AI Data Extraction
This agent will allow you to extract the data you need from unstructured text or page. You can choose the source of the text: text input, a link, or a document file (PDF, DOCX, etc.).
Client Service Assistant
This prompt generates a professional, clear, and welcoming email response addressing a customer's specific financial planning inquiry to effectively resolve their issue and achieve the desired outcome.
Document Translator
Select a file and specify the desired language, and the document will be translated.
Easy Summary
Summarises long text into bullets
Email Assistant
Craft a clear, effective, and tailored professional email response with a subject line, summary, critique, and follow-up questions.
FAQ Generator
Generation of questions and answers based on content (article, link, or document).
Flowchart Creator
Builds a visual flowchart representation based on providing an SOP
Follow-Up Email Builder
Writes professional, personalised follow-up emails that move deals forward. Just enter a contact or company name, and it creates a ready-to-send message that recaps your last conversation, reinforces value, and prompts a clear next step.
Honesty GPT
Dedicated research assistant for fact-checked, source-verified answers to critical questions. It searches across multiple search engines and cross-references credible sources to give you a clear, accurate response—complete with a confidence rating and real URLs you can verify.
Interview questions
The agent will analyze your candidate’s resume and generate a list of interview questions.
IT Support
Troubleshoots software issues by asking a few key questions, checking official docs, diagnosing likely causes, and giving clear step-by-step fixes.
Meeting/ Webinar Coach
Analyses the transcript of a meeting or webinar and provides constructive feedback on performance
Operations Manual
An agent that has full access to our shared operations manual and can answer questions in detail about how to do things based on all SOPs
Speed Reader
Summarises a book uploaded to the system in PDF format to tell you what it's about, if it's relevant to you and which chapters are worth your time.
Support
reading, summarising
Published
Tone Analyser
This prompt analyses uploaded, pasted or hyperlinked (your choice) writing samples to identify the author's style and then create a detailed description of that style for future replication.
Training Plan Designer
Guides the creation of a detailed, customised training plan by first gathering key information about the training topic, audience, goals, duration, and methods.
You Style Builder
Analyses provided writing samples and then constructs a prompt that allows the user to use the prompt in future to reproduce the content in an authentic voice
AdviceOps Audit
A detailed diagnostic report analysing a process map or workflow from a professional services firm using the Execution Engine™ Framework. It evaluates process design and execution, identifies client experience risks, and recommends top improvement opportunities based on the uploaded PDF or Excel file.
ai.dere Coach
Answers questions about Audere program content queries, deliver micro-lessons, workshop challenges, find tools, share scripts or templates and much more.
Compare Contracts
A detailed, structured comparison of two contracts, highlighting similarities, differences, standard practices, and potential risks to help decide which agreement is preferable. Please Note; this tool is intended only to make rough comparisons of documents and assumes you either have a good legal knowledge or intend to seek legal advice before taking any action. Do not rely on this for legal counsel.
Explainer Finder
Looks online and finds an explainer video that you can use to train yourself team members, or add to an SOP instead of having to film it yourself
High-performance Strategist
Learn how to unlock your hidden potential with a strategist who analyses barriers, identifies resources, and creates a personalised growth protocol.
LeadCheck
LeadCheck Pro helps verify if a business contact is real, legit, and worth your team’s time. Just enter an email, and it will dig into everything
Module Recommender
Enter a problem or goal, and I’ll suggest the most relevant training modules from the Audere curriculum, then help sequence them for maximum impact.
Module Search Bot
Pinpoints relevant content within the curriculum and can explain what's covered.
Prompt Upgrader
Rewrites older prompts into a format that meets current best practice prompt engineering guidelines
Recruiting Email
Write a compelling cold outreach email to connect with a potential hire.
Services Finder
Researches and rank real-world service providers to solve your specific business problem, delivering a concise, sourced shortlist with pricing models, fit, proof of results, and key trade-offs so you can choose confidently.
Software Finder
Searches the web to find, compare, and rank software that fits the user’s needs, providing clear reasons, pricing, links, and proof of use by similar businesses.
SOP Creator
Writes first drafts of Standard Operating Procedures from scratch, using online sources, existing SOPs and the Audere Curriculum for guidance.
SOP Updater
Takes an existing inconsistently formatted SOP and applies a consistent style, whilst sourcing additional sources of information to expand and update
Strategist Coach
Learn how to unlock your hidden potential with an AI strategist that analyzes barriers, identifies resources, and creates a personalized growth protocol.
ai.dere is designed for those who believe technology should be invisible—working quietly in the background, making you look brilliant.
“The best technology disappears. All you see are results.”
ai.dere is not just a tool. It’s your new competitive edge.
Pay for what you need or access an entire new back office advantage
For a limited time only.
No credit card required
ai.dere is an AI-powered platform designed for financial advisers, accountants, and mortgage brokers. It provides a suite of AI agents to assist with compliance, administration, business growth, marketing, and more.
Adviser OS meets all legislative and privacy requirements and our redaction tools is designed so no client information leaves your browser, let alone go offshore.
There are four main categories:
New features and agents are added every week, ensuring the platform continues to grow and adapt to user needs.
Yes. The platform includes agents for creating custom SOPs, onboarding plans, and training modules tailored to your firm’s needs.
Marketing agents can generate articles, optimise content for SEO, create social media posts, analyse audience questions, and more—helping firms save time and increase visibility.
Yes. There is an enterprise plan available for larger teams, with custom pricing and support.
ai.dere was developed by Audere Coaching & Consulting, a well known business coaching & consulting from with two decades industry experience. Your can find out more by visiting audere.com.au.
You can contact them for enterprise pricing or further questions via email at help@audere.com.
ai.dere offers over 60 AI agents covering hundreds of use cases, including:
ai.dere includes tools like the Compliance Genie and File Note Checker, which analyse documents to ensure they meet Australian financial advice regulations and compliance standards.
Yes. The platform is designed so that client information put through our redaction tool never leaves your browser, ensuring privacy and compliance with legislative requirements.
Yes, ai.dere offers a 14-day free trial with no credit card required.
If your don't find yourself using AdviserOS, we'll refund your money.
ai.dere is built specifically for advice professionals by industry experts, focusing on compliance, privacy, and practical business needs within the Australian context. We're building something that does everything - a total business productivity portal, intranet and Ops Manual - not just file notes.
ai.dere offers unlimited human support and aims for instant onboarding with no learning curve
Yes. Support agents include tools for document translation, data extraction, and summarisation, making it easy to handle a variety of document-related tasks.
The All Agents Package includes access to all 61 agents across marketing, advice, support, and business functions, plus the compliant redaction tool.
You betcha we did (FAQ Generator)
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