A case workflow, rather than another calculator
The workspace is for advisers who repeatedly turn compensation documents and relocation assumptions into client-facing work. It keeps the evidence, confirmed values, calculation, comments and approval history together.
1 · Evidence
Add the case
Record the current package, proposed offer, pension, benefits, household costs and relocation support. Document retention is encrypted and organisation-scoped when enabled for the pilot.
2 · Review
Confirm every material fact
AI can extract suggested values with a confidence score and source quotation. It cannot approve a figure, calculate tax or invent an omitted term.
3 · Calculate
Use verified arithmetic
The deterministic engine models tax and compulsory charges for the UK, Australia, UAE, New York, California and Texas, with each primary source attached.
4 · Share
Approve the report twice
Inputs are locked before calculation. The finished one, three and five-year comparison needs a second approval before a revocable client link is created.
What the report makes explicit
- Spendable income after modelled tax and adviser-entered household costs.
- Employer pension, Australian super, benefits, bonus, equity and relocation support shown separately.
- The destination salary that matches current take-home before and after household costs.
- Unsupported circumstances that require tax, immigration or legal review.
- The exchange-rate date, tax-year version, source links and adviser-approved assumptions.
Review the output before starting a pilot
The demonstrations use fictional case facts and the live calculation engine. They show the package table, household-cost layer, one, three and five-year outcomes, assumptions, review questions and calculation record without presenting invented data as a customer result.
Designed for a paid validation, not an endless free trial
The founding pilot costs £149 for five cases over 30 days. We will measure preparation time, extraction corrections and whether the report is suitable to send to a client. The wider product will only be built if real advisers pay, use it on real cases and return with another case.