About
Why we're building niska.
A firm is a handful of people with exceptional judgment, buried under software that refuses to talk. niska. is the layer we wished existed — one system that reads every document, remembers every client, and gives everyone back their mornings.
The gap
Modern firms are held together by people, not systems.
Every firm we have worked in had the same shape: 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 systems together by hand.
The last wave of vertical SaaS gave firms another dozen tools to manage. The answer isn't another tool — it's a layer across all of them. One that reads what's there, remembers what matters, and lets the people who know the client spend their time on the client.
niska. is built by operators who lived the problem. Everything we ship is grounded in a specific workflow, a specific reviewer, and a specific standard of care.
Principles
Four rules we will not bend.
Judgment is the work.
Everything else is stitching. We build the surface so your people can spend their day on the calls that actually move a client.
Human in the loop, always.
Agents draft, reconcile, and propose. Reviewers approve. Nothing is posted, sent, or billed without a person signing off.
Cite your sources.
If the system can't point to where an answer came from, the answer doesn't ship. Every output is traceable to a document.
Augment, never replace.
Your GL, tax software, and portfolio systems stay your systems of record. niska. is the intelligence layer on top — not a rip-and-replace.
Founders
Built by operators.
Leo Roberto
Co-founder
Operator and engineer. Spent the last several years inside modern firms watching the same stack problems repeat. Builds the product.
Tucker Peters
Co-founder
Former firm operator. Deep in the workflows niska. is designed for. Runs go-to-market and the founding customer relationships.
Backed by