Finance and advisory
Portfolios, client files, reports and the rules they answer to, in one memory. Every figure Sena gives you comes with the document it came from.
Every figure needs a source behind it.
A client asks why their portfolio moved. The answer is split between the custodian's statement, last quarter's report, a research note and an email from the fund.
Reports are rebuilt by hand each month, and every number is checked twice, because in this business a figure without a source is a liability.
Sena reads statements, reports, research and correspondence together, answers with a link to the exact document and page, and drafts the report in your format.
Ask it like you'd ask your best colleague.
The figures first, then where they came from. Pick a question, or see what Sena checks before you ask. The data is an example, made for a business like yours.
- 01Answers that hold up
Every figure links to the statement, report or minutes it came from, so it can be checked in a click.
- 02Reports drafted, not rebuilt
Monthly and quarterly reports are prepared in your format from the latest data, ready for review.
- 03Rules kept in view
Limits, mandates and deadlines are watched all the time, and a breach is flagged with the document that sets the rule.
The modules that do the work.
They share one memory, so a booking, an invoice and a supplier's email are one story, not three tools.
Positions, performance and exposures, read from statements and kept current.
Every client with their mandate, documents and history in one record.
Mandates, limits and deadlines watched, with a record of what was checked.
Research, contracts and minutes indexed; every answer cites its page.
Cash flows and scenarios projected, with the assumptions shown.
Fees, costs and the cash position kept current, month-end without the hunt.
The short version.
- Where your data lives
- In data centres in France, with encrypted backups in Germany. Or on a small server in your own office.
- AI models
- Run on EU GPUs in Ireland and Finland, under a contract that forbids storing, logging or training on what you send.
- Your current tools
- Kept. Sena connects to your email, calendars and shared drives, and reads spreadsheets, scans, photos and PDFs as they are.
- Who decides
- You. Sena drafts the replies, orders and reminders, and acts only as far as you allow.
- Price
- From €290 a month, with every module and an account for everyone in the company.
- Getting started
- A 30-minute walkthrough with a founder, on the kind of files your business runs on.
Asked often, answered plainly.
Same Sena, another shape.
Stop digging. Start asking.
Book a walkthrough and see Sena on the kind of files your business runs on.
Book 30 minutes with a founder
Pick a day and a time below. It is booked straight away, with a video link.