A scalable automation system for wealth managers that removes the manual handling of Qualified Accountant Certificates and gives compliance teams a far more reliable process.

The workflow detects incoming QAC PDFs from your existing document environment, extracts the key details, and files each certificate into a clean structured register tied to the correct client account.

Expiry dates are monitored automatically, reminders can be issued ahead of renewal deadlines, and updated certificates are matched back to the right record without manual intervention.

The result is stronger compliance coverage, fewer missed renewals, and a central source of truth for certificate status across your active client base.