You do the thinking. AI does the inputting.
We don't use AI to do your job for you. We use it so you can do your job.
How we think about AI
AI is a tool, not a replacement for your judgement. Your job as an advisor is to meet with clients, understand their lives, and help them figure out what they need to do next. That's the work that matters, and it's the work that should never be automated.
Where AI helps is everything else. The inputting. The summarizing. The prioritizing. The clicks that eat your day. Kerdora's AI handles those so you can spend your time where it counts.
You do the thinking. AI does the inputting.
Input on command
Tell AI what to update and it fills the fields for you. You approve every change before it's saved. No more clicking through every screen to build a plan.
Break recommendations into tasks
Got a recommended change like "buy life insurance"? Ask AI to break it into actionable tasks with due dates. You review, edit, and assign.
Summarize documents and plans
Drop in a 40-page statement or open a full plan and AI gives you a prioritized summary of what matters. You decide what to act on.
Generate meeting agendas
Based on the priorities in a client's plan, AI drafts an agenda for your next meeting. You shape it before you walk in.
What AI doesn't do
This is where most "AI-powered" planning tools get loose. We're tight here on purpose.
We don't do math with AI
Every calculation in Kerdora runs on deterministic code. Numbers don't come from a model and don't change between runs.
Observations and rules aren't AI
The scans that flag opportunities and risks in a plan are hard-coded logic. They run the same way every time, and they're auditable.
AI doesn't take action without your approval
Every suggestion is a draft you review. Nothing saves, sends, or updates until you say so.
AI doesn't build plans from scratch
You set the direction. AI helps you execute faster.
AI doesn't talk to your clients
Kerdora's AI features are advisor-facing only. There's no chatbot in the client portal.
Frequently asked questions
Does AI write the plan?
No. You build the plan. AI helps with inputting, summarizing, and breaking recommendations into tasks based on your direction. You approve every change before it's saved.
Does AI do the math?
No. All calculations in Kerdora are deterministic code. Numbers don't come from a model.
What AI models does Kerdora use?
We use Anthropic and Google models, accessed through OpenRouter.
Is my client data used to train AI?
No. We have a contractual zero-retention policy with our model providers. Your data isn't stored or used for training.
Where does the data go?
It's processed in real-time by the model and dropped. Nothing is retained on the model side.
Can I turn AI features off?
No. AI is part of how Kerdora works, not a separate mode. But it doesn't act without your approval, doesn't touch calculations, and doesn't see your data after processing. You're always in control of what happens.
Will AI talk to my clients?
No. Kerdora's AI features are advisor-facing only. There's no client-facing chatbot.
How do you handle hallucinations?
Two ways. First, you approve every AI action before it's saved, so nothing slips through unreviewed. Second, we don't use AI for anything where accuracy is non-negotiable, like calculations or rule-based observations.