Your family's data stays with your family.
Neo is deployed into a cloud account your business owns, in an Australian region. Data is encrypted at rest and in transit, and sensitive details are tokenised before any AI model sees them. Nothing is used to train AI models.
Everything sits inside your walls.
Your documents, your warehouse and the keys that re-identify your family all live in your cloud account. Only tokenised data crosses the boundary, and only through gates you approve.
Approved inputs only
The inbox, folders and exports your team approves. Nothing else.
Extraction and checks
Reads, maps and reconciles each document, inside your account.
Your data, encrypted
One source of truth, owned by your business, encrypted at rest.
Keys stay with you
Names, accounts and entities are swapped for tokens. Only your people can reverse them.
Role-based, MFA
Principals, CFO, analysts and advisers each see only what they should.
Every action recorded
Every run, query, change and approval, kept in your account.
Enterprise APIs
Models see PERSON_0142, never a family member's name. Zero data retention, never used for training.
Secure MCP connection
Claude, ChatGPT or Copilot can query Neo with read-only, scoped access that you grant and can revoke.
Sign-off required
Nothing is sent to a board, investor or adviser until a person approves it.
AI sees the numbers, not the family.
Before any document reaches an AI model, Neo replaces the details that identify your family with tokens: names, account numbers, trusts, entities and addresses. The model still does the work on the numbers. The mapping back to real names lives in a vault in your account, and only your authorised people can see it.
- Family members, beneficiaries and trustees
- Bank, broker and custodian account numbers
- Trusts, companies and holding entities
- Addresses, tax file numbers and contact details
Use your data in the AI assistant you already use.
Neo includes a secure Model Context Protocol (MCP) connector, so your team can ask questions of the portfolio from Claude, ChatGPT or Microsoft Copilot. The assistant never gets a copy of the warehouse. It asks Neo, and Neo answers within the permissions you set.
- Read-only by default. Assistants cannot change data
- Scoped per person: each user sees only their entitlements
- Tokenised responses, re-identified only for authorised users
- Every query logged, and access revocable in one click
Security built in, not bolted on.
Agreed with your IT and compliance people before anything is built, and written into the engagement.
Hosted in Australia
Your data is stored and processed in an Australian cloud region.
In your own account
The warehouse belongs to your business. You hold the keys, not us.
Encrypted everywhere
AES-256 at rest and TLS 1.2 or higher in transit.
Tokenised sensitive data
Identities are swapped for tokens before any AI model sees a document.
Never used for training
Your data is never used to train AI models, by us or by any AI provider.
Least-privilege access
Role-based permissions and multi-factor sign-in, set and changed by you.
Approved sources only
Neo reads only the inboxes, folders and systems your team approves.
Every action logged
Runs, queries, edits and approvals are recorded and kept in your account.
Deployed on independently certified infrastructure.
Neo runs in your account on AWS, Microsoft Azure or Google Cloud in an Australian region. Each is independently audited against the standards your board and auditors expect.
SOC 2 Type II
Independent audit of security, availability and confidentiality controls at the infrastructure layer your warehouse runs on.
27001
ISO 27001
The international standard for information security management, held by the cloud region hosting your data.
Australian Privacy Principles
Collection, storage and use of personal information designed around the Privacy Act and the APPs.
Onshore. Owned. Yours to take with you.
Your data stays in Australia, in an account in your business's name. If you ever stop working with us, the warehouse, the data and the audit history stay exactly where they are. Hosting region, access rules and AI providers are agreed with you in week one, before anything is connected.
Bring last quarter's statements. Leave with one view.
A 30-minute demo of Neo using the kinds of documents your office already receives. No slides.