Proof the work was done.
Every job leaves a record of what it read, what a person approved, and what each system confirmed afterwards. The chat is in there too. It is the least of it.
One job, start to finish.
Move along the stages to see what happened at each one.
- Karbon says
- Both requirements are marked received
- Outlook says
- The email is in Sent items
- SharePoint
- One document would not open. Flagged, and owned by Dana R.
Checked afterwards in each system. A job that half worked says so.
The compliance console, behind a question.
Nobody opens a records system to answer a question. They ask Rox, and it answers out of the same records a person would have opened by hand.
Ask
What the AI did on one client, one engagement or one week, in the same plain language a partner would use to ask a person.
Retrieve
One job in full, everything a person touched, or everything still waiting on someone. It comes back with a link straight into the console.
Draft
An examiner packet, a client answer, a board section or an insurance response, started from a single sentence.
In the console, or in the chat.
Rox answers from the firm’s live records: what ran, what was approved, what each system confirmed. Answers stay at the level of the work, never a raw employee prompt.
Or it comes to you.
Proxara is in Teams and Slack, so the evidence arrives where the firm already talks. An approval waiting on a partner, a job that did not finish, or the quarter’s pack when somebody asks for it.
Teams
SlackWhy the record holds up.
It cannot be edited afterwards
Each entry is fixed the moment the work happens. Change one line later and it stops matching.
Whoever receives it can check it
A regulator or a client can open what the firm sends them in a browser, with no account and no call to us. Check one now
Kept as long as the firm keeps anything else
Retention follows the firm’s own policy, and everything exports when it is needed.
Answer an examiner in an afternoon.
Choose a line below and the report assembles from records that already exist. Nobody writes it, and nobody goes looking.
Partners pull these themselves in the console, or ask Rox for one in a sentence.
Six ways a policy can shape the same work.
Withhold the value
Replace it with a stand-in
Release only a reason code
Require confirmation
Select another processor
Prohibit the task
The firm’s archive keeps its job.
Proxara is not an archive. Where a firm already runs one, the AI activity lands there too, in the place the reviewers already look.
Put AI to work across the firm’s systems.
Tell us where the firm stands on AI oversight, and what a reviewer has asked to see.
Talk to us