THE TEAM AI WORKSPACE FOR PROFESSIONAL FIRMS

COUNSO AI: YOUR FIRM, AI-NATIVE.

Counso AI is a shared AI workspace for your team. Find answers in your organisation’s files, prepare drafts for review and create interactive Mini Apps, with conversations, files and tasks kept together in a Pod for each client or project.

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Built in Singapore for professional firms in Asia.

Shared agents and knowledge

Pods for client work

Interactive Mini Apps

Workspace access controls

Illustrative scenarios

Where Counso fits

Finance

Banking · Wealth management · Family offices

Prepare client meeting briefs. Track KYC documents.

Professional services

Accounting · Law · Corporate secretarial

Draft from firm templates. Track filing deadlines across clients.

R&D

Semiconductor · Chemical · Biotech

Search lab reports and research notes. Bring source material together for team review.

Education

Universities · Schools

Answer questions from course and policy documents. Prepare enquiry responses for staff review.

ONE WORKSPACE

Shared AI, interactive apps and access controls.

Shared agents, shared knowledge.

Give an agent a defined job, instructions and access to your knowledge. Colleagues work from the same sources. Skills bring reusable instructions and reference material to any agent.

How agents work

Turn a report into a Mini App.

Describe the view you need. An agent builds an interactive dashboard, tracker or client brief your team can use.

Explore Mini Apps

Decide who can use what.

Manage access to spaces and connected tools. Review significant activity when audit logging is enabled.

Security and governance

THE POD

One Pod for each client, matter or project.

Conversations, tasks, files and Mini Apps for the same piece of work sit together. Colleagues can see what was asked, what the agent found and what still needs doing.

Counso conversation showing a business review question and an AI response grounded in shared files

A COMPLETE WORKFLOW

From a client question to a reviewed answer.

Ask

“Why did operating margin fall in June?” The agent reads the management accounts, budget and May review notes in the client's Pod.

Check

Compare actuals with budget and May. List the largest movements and flag unmatched invoices. Each finding links to its source file.

Review and share

The accountant checks the findings, edits the client questions and assigns the follow-up. Formal accounts stay in the accounting system.

CONNECTED TOOLS

Work with the tools your firm already uses.

Connect approved files, email and business systems. Connector availability and permissions depend on your workspace setup.

Explore integrations

Microsoft 365

Outlook · Teams · SharePoint · OneDrive

Google Workspace

Gmail · Calendar · Drive

Business systems

Examples: Salesforce · Notion · GitHub

Other tools

Connect more tools through MCP

How Counso uses Google Workspace data

When you connect Google Workspace, Counso AI can read Gmail messages, Drive files, Calendar events and Sheets spreadsheets within the permissions you grant to answer questions and draft replies. At your request, it can create or update Google Docs and Sheets.

Google data use and privacy

DEPLOYMENT