What does Figen AI do for an accounting firm?
Figen AI is French AI software for wealth management and finance professionals. It lets an accounting firm offer wealth advice to its business-owner clients without hiring: analyses, calculations and deliverables in a single workspace, together with a wealth CRM and the aggregation of your clients’ data.
Advise business owners on their company, pay and retirement
Figen AI’s calculators cover corporate tax, the director’s dividends, holding companies, tax consolidation and contribution-and-sale, each one sourced and versioned by tax year.
- Equity compensation: stock options, free shares, BSPCE, BSA, carried interest.
- Retirement: PER (ceiling and annuity), AGIRC-ARRCO, buying back pension quarters, article 83 plans.
- Estate transfer: gifts, estates, split ownership, life insurance within an estate.
- Scenario comparison, with every step of the calculation visible.
A wealth review ready to present
Figen AI produces a structured wealth review: summary, strengths and weaknesses, opportunities and threats, net worth and breakdowns, savings capacity, points of attention and optimisation levers.
- Analyses and recommendation reports in Word and PDF, in your colours and under your name.
- Client presentations in PowerPoint or PDF, created from the file.
- Charts and comparison tables produced on request.
Specialised assistants that take action
Figen AI’s assistants do more than answer: from the conversation, they open a client record, run a calculation and prepare an email, a report or a presentation.
- Specialists in tax, law, financial analysis, drafting, research and monitoring, working together on a request.
- Sourced answers, based on official texts and on your firm’s documents.
- Client documents put to work: an uploaded statement, PDF or spreadsheet is read, and its data is proposed for your validation.
- A daily newsletter on wealth management and financial news.
A wealth CRM and an aggregator
Figen AI is also a wealth CRM and an aggregator: the business owner, their household and their companies are linked in the same record, and data from their banks and insurers arrives there through Flanks, Figen AI’s global partner for aggregation.
- Legal entities (SCIs, holding companies, other companies) linked to their owners.
- Ownership shares split between household members and companies.
- Alerts and the detection of business opportunities.
- Teamwork: a client shared between colleagues, read-only or with editing rights.
Learn more about aggregation with Flanks.
Key points
- One workspace for analysis, calculations, documents and client follow-up.
- Sourced answers, and calculations traceable back to the text they rest on.
- Data hosted in France, and no model is ever trained on your clients’ data.
