At TERRA AI, we create intelligent AI agents that understand intent and handle structured tasks, transforming conversations and actions into efficient, automated workflows. We design smart, intuitive process flows that adapt to human decision-making, accelerating operations without adding friction. Our custom AI solutions integrate seamlessly with your existing infrastructure, enabling smarter operations, stronger decision-making, and future-ready digital transformation.

TERRA-Ai

TERRA ONE™️ audit/finance

TERRA ONE™ -audit /finance - Financial Compliance, Automated and Verified.

Transform client conversations into compliant documentation—freeing your advisors from manual logging and saving hundreds of compliance hours annually.

Core Value Statement:

TERRA ONE is the AI-driven system built to eliminate the regulatory drag of MiFID II and IDD. We provide the industry's only platform that seamlessly supports all client meeting formats—whether in-person or virtual—and guarantees the integrity of your audit trail.

  • TERRA ONE is more than an app—it’s a complete end-to-end verification engine that secures your compliance chain.

    • Customer Trust & Transparency: By providing the client with a clear, verified, and signed document (the Customer Brief), the system eliminates post-meeting misunderstandings, ensures full transparency, and strengthens the trust relationship with the institution.

    • White-Label and Seamless Integration: The modular architecture and clear API structure allow Terra Verify to integrate effortlessly into your existing core banking systems (CRM, BI, etc.) as a non-branded, scalable solution, ensuring a low-friction IT rollout.

    • AI-Anchored Verification: Our engine grounds every compliance check (Suitability, Risk Profile, etc.) in verifiable quotes and timestamps from the transcript. This guarantees the accuracy of your compliance records.

    • Audit-Proof Evidence: All final signed documents are secured with a unique digital identifier and deposited into Unalterable Archiving, eliminating audit risk.

    • High ROI: By automating hundreds of hours of non-selling administrative work per advisor, your investment delivers a clear and immediate return.

    • Capture & Convert: The process starts the moment the client meeting ends. Our system converts the conversation audio into a clean, PII-masked transcript (the raw data).

    • Review, Don't Write (Hours Saved): The advisor accesses the meeting summary through a simple Advisor Interface (your "App"). Instead of manually writing the meeting log, the advisor reviews the AI-verified compliance report and confirms accuracy.

    • Instant Finalization: Approval triggers the automation of all subsequent steps: instant generation of the Customer Brief and final, secure archiving.