Consultants: the advice, not the formatting

The night before the committee goes on lining up templates instead of settling the analysis. Roona writes the engagement proposal in your template, builds the committee readout in your house style, highlights the cost lines that drift in the client files and cites the interview notes and the page when you are looking for who said what. The diagnosis, the recommendation and the signature stay with the consultant.

The tools that matter to a consulting firm

A consultant sells judgement, not hours of formatting. Between the engagement proposal, the interview notes, the committee readout and chasing missing documents, writing takes the place of advising. Roona takes that share back in Word, PowerPoint and Excel, from your templates and the documents the client uploads, citing the file and the page. Roona decides nothing and judges no one: the diagnosis, the recommendation and the signature stay with the consultant.

The engagement proposal

Context, approach, deliverables and timeline in your template. The scope and the price are yours to set.

The committee readout

Five slides in your house style, figures taken from the uploaded files. The analysis and the recommendation stay with the consultant.

The interview you were looking for

The answer cites the interview notes and the page. Forty interviews read, one answer to check at the source.

How it works

  1. Open the Roona pane in Word, PowerPoint or Excel, or describe what you need in the application.
  2. Roona reads the selection, the file or the documents you uploaded, then writes, builds or compares, citing the document and the page, in the templates held in the memory of the firm.
  3. You read it back, you change a wording or a figure, you ask for another version.
  4. You approve, you insert it into the document, the deck or the sheet, or you send it from Outlook. Whatever comes back every week, you set up once, and it runs.

Frequently asked questions

Which AI for an independent consultant or a consulting firm?

An assistant that hands back a finished file in your template: engagement proposal and interview notes in Word, readout built in PowerPoint, variances highlighted in Excel, every piece of information cited with its document and its page. Roona does the drafting and the formatting; the analysis stays yours.

Does Roona do the analysis for me?

No. Roona reads, compares, formats and finds a piece of information in your documents. The diagnosis, the scenarios, the recommendation and what you decide to tell the committee stay with the consultant.

Can Roona assess the employees of my client?

No, never. Roona does not assess, score or rank any person, and never screens applications: the European AI regulation classes those uses as high risk, and the assistant stays clear of them. Interviews are summarised, people are not judged.

Does Roona read the files my client sends me?

Yes. Upload the exports, the reports and the notes into the engagement workspace and ask your questions: the answer cites the file and the page. What is not in the documents is not in the answer.

Does Roona build the readout in PowerPoint?

Yes, in a pane beside the open deck. Roona reads the outline, applies your layouts and builds the slides in your house style, speaker notes included. You adjust afterwards as usual.

Does Roona turn an interview into written notes?

Yes. Record the interview, up to two hours, or dictate your notes on the way out. Roona turns it into a write-up: what was said, what needs checking, the documents to request and the next steps.

Does Roona invent figures?

No. Roona works from the files you upload and cites its source. An empty cell stays empty, and a variance that cannot be explained is flagged as such: it is up to you to find the cause on the ground.

Does the data of my clients stay confidential?

Yes. Encrypted in your browser, hosted in Europe, kept separate by workspace, never used to train a model. You delete the workspace of an engagement when it closes, and the list of subprocessors is provided on request.

Can several of us work on the same engagement?

Yes. The memory is organised into workspaces, one per engagement if you want, with separate rights. The Enterprise plan, on request, priced per seat, adds the accounts, shared credits, roles and an audit log.

How much does it cost?

20 € excluding VAT per month per account, no commitment: the assistant, document memory, the file generators, the Office add-ins and the Studio, 100 credits a month. A 14-day trial, no card required.

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