Connect your firm to AI.

Approved AI works inside the firm’s systems, under each employee’s permissions and the firm’s policy.

ChatGPT

Claude

Gemini

Copilot

Perplexity

Notion AI

Slack AI

Microsoft 365

Outlook

SharePoint

OneDrive

Teams

Salesforce

Karbon

AI on one side, the firm’s systems on the other. Every request passes through Proxara.

How it works

The request

Go into my Microsoft 365 and prepare me for my 10am client meeting.

Calling Proxara

Microsoft 365

Karbon

Salesforce

SharePoint

Microsoft 365 Calendar

10:00 AM · Acme Manufacturing

Annual tax planning review

Outlook

From: Sarah Jones

“Can we revisit the depreciation schedule?”

Equipment Schedule.xlsx

Salesforce

Acme Manufacturing

Relationship manager: Sarah Jones

Primary contact: sarah@acme.com

2026 Tax Planning Notes.docx

Equipment schedule review

Acme Manufacturing[CLIENT_M42]

Sarah Jones[CONTACT_KRX]

sarah@acme.com[EMAIL_P7A]

Prepared for the 10:00 AM meeting with [CLIENT_M42]. [CONTACT_KRX] flagged the tax liability revision, and a reply is drafted to [EMAIL_P7A].

What the user sees

10:00 AM · Acme Manufacturing

From: Sarah Jones

Reply to sarah@acme.com

[EMAIL_P7A]sarah@acme.comSent from Outlook, 09:42Recorded

The request routes through Proxara into the firm’s systems.Proxara gathers the real records inside the firm.Every protected identity becomes a consistent stand-in.The team approves. Proxara executes on the record.

Built for business outcomes

Cross-system work in your firm, with identity, policy and authority.

Accelerate Automation

Every agent and assistant works through one governed path before it touches your systems.

Reduce operational risk

Protected identities reach the model. The real records stay in the firm.

Policy that holds

Set the policy once. It holds on Proxara Connect and on every managed device, and every step lands on the record.

In the firm’s own environment.

Retrieval and analysis run inside the firm’s environment. The real records stay there, and the reply comes back whole.

The real records stay there, and the reply comes back whole.

Built to enable AI, not restrict it.

Built for regulated financial firms

The firm’s clients, deals, and policy shape every decision, in the firm’s own environment.It stays current on its own.

Data exposureJun 13 – Jun 17

Onboarding documents are becoming part of AI work

KYC files carrying SSN and date of birth reached the file pipeline twice this week. Both were redacted before upload. Onboarding paperwork is turning into a normal AI input here, which makes it worth naming in the program.

Client identity detail

Recommendation

Stand up an approved document-summary flow so the sanctioned path is the easy one.

Adoption trend

Provider usage

ChatGPT1803

Claude1357

DeepSeek795

Gemini739

Perplexity550

Insight categories

Token burn

Data exposureJun 13 – Jun 17

Onboarding documents are becoming part of AI work

Client identity detail

Recommendation

Stand up an approved document-summary flow so the sanctioned path is the easy one.

Adoption trend

Provider usage

ChatGPT1803

Claude1357

DeepSeek795

Gemini739

Perplexity550

Insight categories

Token burn

Built for regulated financial firms

Client names, live deals, and the firm’s own policy shape every decision, inside the firm’s own environment.Context stays current on its own. There is no list to maintain.

Get started your way.

Try it on a synthetic firm

Add the demo connector to Claude and watch it read a synthetic Microsoft 365 workspace. Nothing touches your environment. see more

Try it on a synthetic firm

Add the demo connector to Claude. Nothing touches your environment.

Connect the firm

One Microsoft approval, one connector address in Claude, and every employee signs in with the account they already use. see more

Connect the firm

One Microsoft approval, then everyone signs in with the account they already use.

Add the device layer

When the firm also wants what people type and paste into AI covered, Endpoint Protection ships through the MDM it already runs. see more

Add the device layer

Endpoint Protection ships through the MDM the firm already runs.

Microsoft 365 is not connected

Connected work appears here once a Microsoft administrator approves the connection.

Set up the Microsoft 365 connection

Your Microsoft administrator approves this connection once. If that is not you, send them this link. It works once and stops working ten minutes after it was created, at 27 Jul 2026, 14:48.

Open the Microsoft approval pageCopy the link

01The console asks for one approval.

Reads only. Acting takes a separate approval.

Advised by recognized voices in wealth management, cybersecurity and AI governance, among the Top 100 CISOs.

Bringing deep expertise in enterprise AI governance, cybersecurity, and risk.Deep expertise in enterprise AI governance, cybersecurity, and risk.

Advisor: Hemanth Tadepalli at a CISO conference

Jud Mackrill: 40 Under 40 in Regulated Fintech and Wealth Management

Hemanth Tadepalli receiving the Oakland 40 Under 40 award

Jex Pearce: Expert in compliance and software development

More about us

Built by a team from:

Experience across enterprise security, AI governance, cloud, and compliance-heavy startups.Experience across enterprise security, governance, and compliance-heavy startups.

See Team

The confidence to say yes to AI

AI connected to the firm’s systems, work completed under firm policy, every action recorded.

Talk to us See it yourself