Why we start here.

Accountancy practices, law firms, consultancies and financial services firms across London are adopting AI quickly — often one employee and one tool at a time. The questions they ask are the same: Can staff put client data into ChatGPT? How do we stop an AI seeing the wrong client? Who approved that email?

Kroy was designed around those questions. We would rather serve a smaller number of London firms extremely well, learn from real workflows, and publish what we learn, than try to be everything to everyone.

Workflows for London practices

Example implementations built around how London professional firms actually work.

Accountancy

Onboarding a new client with AI — while the AML review stays internal

Claude sets up the client record, drafts the engagement letter and document request, and prepares the AML checklist for a person. Only the practice’s nominated officer can complete the AML review, and the client never sees it.

Accountancy

Investigating a client’s question with ChatGPT, Xero and Outlook

ChatGPT gathers the relevant Xero data and correspondence for one client, explains the answer to the manager and drafts a reply in Outlook for the manager to send.

Accountancy

Claude + Xero through Kroy

Claude answers questions using authorised Xero data and prepares drafts — without holding Xero credentials or reaching data the user cannot see.

Accountancy

A client uses their own Claude with the information you share

The client’s own Claude answers questions about outstanding records from the shared projection. A request for the firm’s internal notes is refused by Kroy.

Consulting

Shared project state across a consulting team’s AI tools

Claude, ChatGPT and Copilot read and update one project State in Kroy. Work handed from one consultant’s AI to another carries its context. Changing a client-agreed decision needs the engagement lead’s approval.

Legal

A client document room with an expiry date

The buyer’s advisers can read, and ask their own AI about, the documents in the room until the expiry date. Anything outside the room, and any request after expiry, is refused.

Legal

Reviewing a contract against the firm’s playbook with Claude

Claude compares the contract with the firm’s playbook and saves a clause-by-clause review note to the matter. It cannot reach other matters or send anything to the other side.

Accountancy

Preparing a management accounts pack with Claude and Xero

Claude assembles the month’s figures and draft commentary as an Artifact. The manager approves it, and only then does it appear in the client’s workspace.

Legal

Handing over a legal matter between people and their AI

Claude prepares a handover note from the matter’s state. After a partner reassigns the matter, the new fee earner’s ChatGPT reads the same state and continues. Neither AI can reassign the matter.

Meet us in person.

We plan to run small, practical sessions for London firms on putting AI to work safely — how to write an AI policy, and how to enforce it. No sales theatre.