01 Your tools
SharePoint
Management accounts
Outlook
Latest finance updates
Drive
Board report templateThe information you already have.
Enterprise AI. On your terms.
Own your AI.
In your office or in the cloud.
Midas connects your tools and prepares the work.
Your people
stay in control.
01 / Less busywork. More possibility.
The work moves forward.
Your team makes the call.
Less time finding files and chasing updates.
More time using
what you know.
CFO
“Get the numbers ready for Monday’s board meeting.”
02 Midas gets to work
- Find the latest figures
- Compare this month
- Prepare the board brief
03 Ready for you
Your board meeting brief
- Costs and cash flow
- Changes worth discussing
- Source documents linked
Ready for review
Review the figures before sharing.
Midas prepares. You have the final say.
Account director
“Prepare me for tomorrow’s client meeting.”
01 Your tools
Salesforce
Account history
Gmail
Recent client emails
Notion
Last meeting’s notesThe information you already have.
02 Midas gets to work
- Read the client history
- Pull out what changed
- Build the meeting brief
03 Ready for you
Your client meeting brief
- The client’s priorities
- Open questions and next steps
- Source documents linked
Ready for review
Review the brief before the meeting.
Midas prepares. You have the final say.
People lead
“Prepare our new starter’s first week.”
01 Your tools
SharePoint
New starter checklist
Calendar
The team’s availability Notion
Onboarding guideThe information you already have.
02 Midas gets to work
- Find the right documents
- Plan the introductions
- Draft the first-week plan
03 Ready for you
Your first-week plan
- Suggested introductions
- Documents to read
- A welcome email draft
Ready for review
Approve before invitations go out.
Midas prepares. You have the final say.
Your tools. Connected.
We can add any connector you need.-
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02 / The same Midas. Your choice.
In your office.
Or in the cloud.
Choose where Midas runs.
Your data stays yours in either
setup.
01 / Physical system
Your own Midas.
Installed at your premises. You own the hardware and keep your files on site.
Talk about an office setup You ask
Why did profit fall in September?
Answer ready · 3 sources checked
Finance / Monthly accounts
| Item | August | September |
|---|---|---|
| Revenue | HK$1.20m | HK$1.16m |
| Costs | HK$820k | HK$900k |
| Profit | HK$380k | HK$260k |
Finance / Supplier invoices
| Item | August | September |
|---|---|---|
| Suppliers | HK$500k | HK$580k |
| Other costs | HK$320k | HK$320k |
| Total costs | HK$820k | HK$900k |
Sales / Regional reports
| Item | August | September |
|---|---|---|
| Hong Kong | HK$800k | HK$760k |
| Other regions | HK$400k | HK$400k |
| Total sales | HK$1.20m | HK$1.16m |
Following the change in profit
AugustHK$380k
SeptemberHK$260k
Revenue − costs = profit
Profit fell HK$120k.
HK$80kHigher supplier costs
HK$40kLower sales
Select a file above to see the figures ↑
02 / Cloud workspace
Nothing to install.
A cloud environment set up for your firm. Your team signs in from a browser.
Talk about cloud03 / Built around your firm
More capable.
Still in your control.
Your data. Your access rules.
Choose which files and systems Midas can use.
It prepares. You approve.
Review sensitive actions before they happen.
Better acquainted, every day.
Your feedback helps Midas learn how your firm works.
Start with one real task.