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Proxara: connect your firm to AI

Proxara (Proxara Inc., proxara.ai) gives approved AI one governed way to retrieve information and complete actions across a regulated firm’s internal systems. The firm connects its systems and defines its rules once; Claude, ChatGPT, Gemini and AI agents then work through Proxara rather than holding credentials of their own.

What Proxara does

Retrieves only the records a request needs, from Microsoft 365, SharePoint, Karbon, Salesforce and the firm’s other applications, under the permissions the employee already has.
Protects client identities: names, accounts and organisations become consistent stand-ins before the work reaches the model, and the employee reads the real result.
Executes permitted actions at a controlled write boundary. The model proposes; Proxara resolves the real target, checks authority and the firm’s approval rules, commits inside the firm’s environment, and verifies what changed.
Records every retrieval, approval and change, signed, so the firm can show what happened.

Explore

Proxara Connect and Actions: retrieval and the write boundary
Why Proxara: the governance problem and our philosophy
Why not just block AI?: what happens when firms ban AI instead of governing it
Redaction, Context Awareness, and Identity & Attribution: how the stand-ins work
Endpoint Protection, the separate device deployment, and agent governance
Wealth management and accounting and tax use cases
FINRA AI governance playbook for RIAs and CCOs
Security and Trust Center documentation
Talk to us

The full Proxara experience is rendered with JavaScript. Plaintext indexes for AI assistants and archival crawlers: https://proxara.ai/llms.txt (compact outline) and https://proxara.ai/llms-full.txt (extended page summaries).

Release notes

What changed in Proxara, release by release.

June 8, 2026New

Documentation, Trust Center, and FAQs in one place

The Proxara docs now live at one address. The Trust Center, every policy and agreement, the security overview, the monitoring disclosure template, and the FAQ all moved here, so the firm has a single reference instead of a scatter of pages.