Advisory and wealth firms
Checked against your compliance rules before anything reaches a client.
- Meeting prep
- Client summaries
- Follow-ups
Mesa, by Strata
Agentic AI your team can see, trust, and control
Mesa learns how your firm works, then takes on routine work inside the tools you already use. Every action is logged, explained, and kept inside your rules.
Works with
Microsoft 365, Outlook, and OneDrive
Mesa works inside the tools your team already uses.
Recorded
Every agent action, with its reason
The audit log shows who did what, and why.
Enforced
Your rules, on every task
Guardrails stop any process that moves outside its scope.
Reviewed
People make the final call
Drafts and uncertain facts wait for a person.
The problem
Your firm wants AI. It cannot afford a black box.
AI tools that act on their own are easy to try and hard to trust. Firms like yours need to see what the AI did, and why, before anything reaches a client.
What stands in the way
How Mesa answers it
No AI team.
Most firms cannot hire people to set up, watch, and fix AI tools.
Mesa works inside the tools you already use, and a second agent watches every agent for you.
Client trust is on the line.
One wrong answer sent to a client costs more than the time AI saves.
Every draft is checked against your rules, then waits for a person to review it.
You answer for every action.
Clients and regulators expect to see who did what, and why.
Every action is written to the audit log, with the time and the reason.
AI that guesses.
A confident wrong answer is worse than no answer.
When Mesa has no good source, it says so. Facts it is not sure about wait for a person.
How it works
From your tools to finished work, in four steps
Each step happens in one of the four layers. Your team keeps the final say at every step.
- 01 · Mesa agents
Connect
Mesa connects to the tools your team already uses.
- 02 · Client memory
Learn
Mesa builds a memory of the facts of your business and your clients.
- 03 · Model choice
Act
Mesa sends each task to the right AI model, inside guardrails you set.
- 04 · Built-in oversight
Oversee
A second agent reviews every agent's work and reports corrections. Owners review the audit log.
In practice
One request, from start to finish
- Someone on your team asks for the quarterly summary.
- Mesa finds the files, drafts, and checks the rules. Each step goes to the audit log.
- The finished draft waits for a person to approve or edit.
- Built-in oversight confirms every action stayed inside the guardrails.
Governance
Every agent action is visible, logged, and enforced
Guardrails stop any process that moves outside its scope. A second agent reviews the work, and the audit log records every step.
of agent actions written to the audit log
- Each entry shows the time, the agent, the action, and the reason.
- Actions outside your rules are stopped and recorded.
- Errors that repeat are reported to Strata and to you.
Audit log
Kepler account · Today
All agents
Today
- 09:41:02 Drafting Searched client documentsNeeded the Q3 statements and the last meeting notes.
- 09:41:09 Drafting Drafted the summaryUsed the firm's quarterly summary template.
- 09:41:14 Compliance Checked against firm rulesOne phrase replaced. Rule: never promise returns.
- 09:42:30 Guardrail Stopped an email to the clientSending to a client needs a person's approval. Stopped
- 09:43:05 Dana R. Approved the summaryReviewed by a person before it was sent.
Oversight Session reviewed. The stop worked as intended.
Who it is for
Built for firms where trust is the product
Mesa fits small and mid-sized professional firms that run on client relationships, documents, and deadlines.
PlannedAccounting and tax firms
Drafted from your own files, in your firm's voice.
- Engagement letters
- Document requests
- Client updates
PlannedLaw firms
Routine work done carefully, with every step on record.
- Matter summaries
- Intake notes
- Routine drafts
See it for yourself
See Mesa work inside your firm
A 30-minute walkthrough built around your own workflows.