Intelligence layers · 2026
intelligenceniskacorpus
the layer between your systems of record and your people.
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The thesis
Most firms run on twelve disconnected tools.niska. is the layer that makes them one.
Every firm has the same stack problem: a document management system that doesn't talk to the general ledger, a tax platform that doesn't know the client, a CRM no one updates, and inboxes where the real work actually lives. Knowledge fragments. Context gets lost. Senior people spend their days stitching.
niska. sits across all of it. Document intelligence reads everything your firm already has. Firm agents handle the repeatable work inside your existing systems of record. A personal chief of staff gives every person on your team back their mornings. And a client intelligence layer makes sure nothing about a relationship is ever more than a question away.
01 · Document Intelligence
File faster.
Every document, email, transcript, and meeting note — ingested, classified, and made instantly retrievable across your firm. Citations on every answer. Audit trail on every action.
- 01Multi-tenant by design
- 02Cited natural-language search
- 03Human review on low-confidence classifications
02 · Firm Agents
Run cleaner.
Bookkeeping, financial reporting, tax administration, time and billing — each handled by a specialized agent that knows your client, your data, and your firm's standards. Always with a human in the loop.
- 01Workpaper preparation
- 02Reconciliation against the DMS
- 03Auto-proposed time entries
03 · Personal Chief of Staff
Work sharper.
A dedicated AI chief of staff for every person on your team, tailored by role. Inbox triage, calendar intelligence, meeting prep, and weekly reflection — so your people can focus on the judgment work only they can do.
- 01Overnight email triage and task sync
- 02Meeting pre-briefs sixty minutes before
- 03Weekly reflection and risk surfacing
04 · Client Intelligence
Serve deeper.
A 360 view of every client, household, and relationship. Life events, communication history, referral lineage, retention signals — surfaced at the moments that matter.
- 01Household and multi-generational views
- 02Life event triggers
- 03Relationship and centre-of-influence mapping
Who it's for
niska. meets your firm where it is.
Commitments
Built on the commitments your firm runs on.
Multi-tenant by design.
Storage, metadata, review queues, and AI knowledge bases isolated by client at every layer. No cross-client leakage, ever.
Citations on every output.
Every AI answer carries source links back to the underlying document. No black boxes.
Augments, never replaces.
Your general ledger, tax software, and portfolio systems stay your systems of record. niska. is the intelligence on top.
Why we're building it
Why we're building niska.
We spent years inside firms that were held together by brilliant, exhausted people and stacks of software that refused to talk to each other. Every question a partner asked required three logins and a human to translate between them. The work that actually mattered — judgment, relationships, advice — was getting squeezed out by everything else.
niska. is the system we wished existed then. One layer that reads every document, understands every client, handles the repeatable work, and gives every person on the team a chief of staff that knows their calendar, their clients, and their standards. We're not replacing anyone's judgment. We're building the surface where that judgment compounds.
Security
Built for the standards your clients demand.
SOC 2 Type II
in progress
AES-256 encryption
at rest and in transit
Multi-tenant isolation
per-client boundaries
No model training
on firm data
SOC 2 Type II report targeted [Q] [YEAR]. We do not claim certifications we do not hold.
In the field
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