The AI TillBy trade · UK
AI tools for mortgage and financial advisers
Jobs where AI tools can help: meeting notes, careful client letters and bookings. Check your regulator's rules before using AI with client data. These are tools we think suit this kind of business. Each links to its checked price and free plan.
Meetings and notes
Fathom
Records video calls and produces instant AI summaries, with a generous free plan for individuals.
Fireflies.ai
An AI notetaker that joins video calls, transcribes them and writes summaries and action points.
Admin and email
Claude
An AI assistant that is good with long documents, careful writing and summaries.
Grammarly
Checks spelling, grammar and tone as you type in email, documents and the browser.
Calendly
Online booking links that let customers pick a time that suits your calendar.
Pipedrive
Sales pipeline CRM with AI reports and meeting notes, for tracking enquiries to signed jobs.
Calls and customer service
Bookkeeping and banking
UK pricing
Tools here that publish prices in pounds: Moneypenny AI Receptionist, Sage Accounting. Many of the others price in US dollars. US-based call-answering services need checking for UK number support before you sign up.
Prompts to try
- Turn notes into a to-do list
- Reply to a complaint
- Find my selling points
- Turn a job into a post
- Set payment terms
- Offer email
Free tools
Price a job with the quote and VAT calculator or work out your day rate.
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