The compliance operations platform for regulated teams

Automate document-heavy workflows, enforce compliance & maintain a complete audit trail, without any guesswork

Opie Solves It All In One
AI Driven Workspace

Opie Solves It All In One AI Driven Workspace

Our Operational Intelligence Engine replaces manual compliance processes with AI-powered workflows

Automated document processing

Upload a file, Opie converts, summarises, and analyses it instantly

Search across your organisation’s data

Instantly query notes, documents, policies, and company data to receive structured answers with citations and complete source traceability.

Human-In-The-Loop Verifications

Every AI recommendation is subject to human oversight, with complete audit trails that provide transparency into how decisions were reached.

Run multi-entity workflows

Run workflows across multiple funds, licenses, legal entities, & jurisdictions from a single workspace.

Automate with Integrations

Search & seamlessly work with internal data across 50+ powerful integrations.

Automated document processing

Upload a file, Opie converts, summarises, and analyses it instantly

Search across your organisation’s data

Instantly query notes, documents, policies, and company data to receive structured answers with citations and complete source traceability.

Human-In-The-Loop Verifications

Every AI recommendation is subject to human oversight, with complete audit trails that provide transparency into how decisions were reached.

Run multi-entity workflows

Run workflows across multiple funds, licenses & legal entities from a single workspace.

Automate with Integrations

Search & seamlessly work with internal data across 50+ powerful integrations.

Automated document processing

Upload a file, Opie converts, summarises, and analyses it instantly

Search across your organisation’s data

Instantly query notes, documents, policies, and company data to receive structured answers with citations and complete source traceability.

Human-In-The-Loop Verifications

Every AI recommendation is subject to human oversight, with complete audit trails that provide transparency into how decisions were reached.

Run multi-entity workflows

Run workflows across multiple funds, licenses & legal entities from a single workspace.

Automate with Integrations

Search & seamlessly work with internal data across 50+ powerful integrations.

One interface, every capability

A seamless, beautiful way to bring AI into your company’s apps, knowledge, and culture.

Work with all the best AI models within Opie
Generate audit ready compliance reports in seconds
Trustworthy results through grounded citations
Agentic tables get real work done
Invite
Send & run custom workflows with other users & teams

Driving AI adoption together at scale

85%

Average accuracy for AI understanding of unstructured documents

2 hrs/day

Average time employees spend searching for documents and information

90%

10K +

90%

Lower human error rates compared to manual document workflows

60%

Reduction in compliance-related errors through automation

Turn documents into searchable intelligence

From hand written notes to complex graphs, Opie can extract data from any document at scale and in over 50+ languages

Citation provenence

Every AI answer links back to the exact source document and pixel location. Total traceability, no hallucinated references.

Smart Document Chunking

Documents are broken down intelligently: legislation by section, papers by abstract, and manuals by table of contents.

RAG-Powered Responses

AI agents use Retrieval-Augmented Generation to ground every answer in your own private data library.

Secure knowledge vaults for documents

Unite files and data into a single vault. Capture every detail, across every source into secure, context-rich repositories for any project

Hierarchical Metadata

Google Drive-style navigation with act and guideline mapping.

Hybrid Permissions

Sharing at project and file level. RBAC: Reader, Editor, Admin, Owner.

Real-Time Collaboration

Review changes, align on decisions, & stay audit-ready without back-and-forth.

Delegate repetitive tasks to specialist AI agents

Opie deploys specialist AI agent teams, passing context between stages to handle complex multi-step workflows end to end.

Multi-Agent Orchestration

Work is automatically routed to specialist agents, triage, research, compliance, & risk analysis included

Grounded in Your Data

Every agent queries your knowledge base using RAG. Answers are backed by your documents, not generic models

Multi-Provider

Run agents on OpenAI, Google Gemini, Anthropic Claude, or Grok. Switch models easily without rebuilding workflows.

Access Session Memory

Agents retain context across conversations for complex, multi-turn analysis.

Controlled Tool Access

Agents can search across your files & execute tools, all governed by per-user permission controls.

Usage Visibility

Full token tracking per agent, per user, per session. Know exactly what your AI spend looks like.

Custom Agents

Build your own agents for specialized workflows. Define scope boundaries, retrieval rules, response formatting, compliance constraints, and tone.

Deploy them alongside Opie's specialist teams or as standalone tools for your team.

Opie Is Built To Meet Regulatory Standards

Our platform is designed to meet the requirements of financial institutions, legal firms & regulated enterprises

Disclosure review

Ensure Information Memorandums and Product Disclosure Statements are compliant before distribution. AI Traffic Light identifies risk and routes for sign-off.

Regulatory search

Answer complex regulatory questions in seconds. Load legislation (AUSTRAC, SEC, FCA) and get cited sections with zero hallucinations.

Automated client onboarding

Automate identity verification across investor onboarding. Integrated KYC/AML checks with full context for failed or flagged verifications.

Multi-entity compliance

Run workflows across multiple funds, licenses, and jurisdictions from a single workspace. Audit trails are scoped per entity but reportable across the structure.

Every team gets smarter with Opie

Everything in Opie is designed to keep your work safe and secure. Because your business is nobody else’s business.

Investment funds

Accountants & advisors

Legal teams

Compliance officers

Financial institutions

Enterprise operations

Automate IM reviews, disclosure compliance, and document workflows across multiple funds and entities

Every team gets smarter with Opie

Everything in Opie is designed to keep your work safe and secure. Because your business is nobody else’s business.

Investment funds

Accountants & advisors

Legal teams

Compliance officers

Financial institutions

Enterprise operations

Automate IM reviews, disclosure compliance, and document workflows across multiple funds and entities

Built for the future. With security in mind

Everything in Opie is designed to keep your work safe and secure. Because your business is nobody else’s business.

Advanced Encryption. Data encrypted at rest and in transit. Application-level encryption for sensitive fields using industrial-grade cryptography.

Isolated Storage. Vault files are stored separately from knowledge base content. Organised scoped organizational boundary enforcement.

Contact

Talk to us about your workflow

Share what your team is trying to automate, govern, or scale. We’ll help map the right AI workspace for your regulatory environment.

Fast response from a product specialist

Security and governance questions welcome

Start the conversation

Tell us a little about your team and we’ll get back to you.

Driving AI adoption together at scale

A seamless, beautiful way to bring AI into your company’s apps, knowledge, and culture.

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Contact

Driving AI adoption together at scale

A seamless, beautiful way to bring AI into your company’s apps, knowledge, and culture.

Book an Intro

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