The product

Ask Bloxii. One chat, every part of the firm.

The assistant your whole team uses instead of Claude or ChatGPT. Ask anything, drop in documents, run a skill, connect your systems. Every figure queried from source and cited, the same answer every time, and your data stays in the UK.

£99 per user, per month. Cancel anytime.

app.bloxii.com
HHarbourline Capital
New chat⌘K
Dashboard
Skill hub
SKILLS
Fund close
Investor relations
Compliance
Investment team
Build a skill
Documents
Inbox3
RECENT
Fund III · Q2 2026 close
Fund II · Q3 capital call
Screen · UK vertical SaaS
Fund II · June distribution
KYC · Harbour Pension Scheme
AC
Alex Carter
Finance · Harbourline
Fund III · Q2 2026 closeFund close Model · Auto
What would you like to do?
Ask anything, drop in documents, or run a skill.
Quarter-end closeCapital call noticesScreen a dealLP report
Ask Bloxii anything, or type / to run a skill…
Model · AutoSkill · Quarter-end close

Figures are queried from source, not generated. Only sources you can access were used.

PROGRESS0 of 5
Gather the Q2 pack
Run the ten checks
Draft findings
Build the assurance report
Route for sign-off
CONTEXT
OUTPUTS · 0SOURCES · 0
Outputs appear here as the skill runs.
PROPERTIES
SkillQuarter-end close
PackFund close
ModelAuto
Ran asAlex Carter
ConnectorsX XeroS SharePoint
Connected as Alex Carter. Bloxii can only reach what Alex can already reach.

Chat, plus the window a workflow needs

It feels like the chat you know. It shows you the work.

A plain chat cannot tell you where you are in a piece of work, what it produced, or where a number came from. Beside every Bloxii conversation sits a second window that does exactly that, for every skill, every time.

Gather the Q2 pack
Run the ten checks
Draft findings
Build the report
Route for sign-off

Progress

Where you are in the workflow, step by step, as it runs. Replay any run.

Q2-close-findings.xlsx
Assurance-report-Q2.docx
Exceptions-summary.pdf
Save to Documents

Outputs

The permanent artefacts every workflow produces, saved to your documents or downloaded.

1Administrator pack · Q2
2General ledger · Xero
3Fund III LPA · SharePoint
4LP register · SharePoint

Figures are queried from source, not generated.

Sources

Every figure traced to where it came from. Only sources you can access are ever used.

Ask anything

Every answer cites its source.

Ask in plain language, the way you would ask a colleague. Bloxii queries the figure from the system it lives in, shows you the source, and gives the same answer every time you ask. If there is a skill for what you are asking, it suggests it.

  • Figures queried from source, not generated
  • Only shows what you are permitted to see
  • Export to Word, Excel or PDF
  • Works across documents and connected systems at once

Ask Bloxii

Ask anything across your documents and numbers. Every answer is cited, and only ever shows what you are allowed to see.

Ask Bloxii
Deterministic Permission-aware
Ask anything across your firm…

Behind every answer is the firm's own data, never a guess. Ask in plain language, and Bloxii suggests the skill when there is one.

Figures queried from source, not generatedEvery answer cites its sourceOnly shows what you are permitted to seeExport to Word or PDF

Connections

Connect your systems as yourself.

Connect Bloxii to your financial systems and third-party applications the same way you connect Claude or ChatGPT: Xero, Microsoft 365, SharePoint, HubSpot, and the financial platforms that already publish open connections. Every connection runs on the user's own credentials, so Bloxii can only reach what that person can already reach.

Bloxii has its own MCP and connects to other MCPs, so it fits into the automation you have already built rather than replacing it.

Connected as Alex Carter

Your permissions, not ours

  • XXero Connected
  • MMicrosoft 365 Connected
  • SSharePoint Connected
  • HHubSpot Connected
  • OOutlook Connected
  • Add any open connection (MCP)
LP report · Fund III · Q1 2026Template · LP report

NAV

Called

Distributed

LP report · Fund III · Q2 2026Template · LP report

NAV

Called

Distributed

LP report · Fund III · Q3 2026Template · LP report

NAV

Called

Distributed

Consistency

Same question, same answer, same template.

Ask a general model the same question on two days and you get two answers. A skill runs the same steps in the same order and lands in the same template every time, so your LP report in Q3 looks like your LP report in Q2, and every figure in it is cited.

A person at your firm reviews and approves before anything is released. Bloxii drafts, checks and reports. Nothing moves without you.

Your models, your policy

Our own model, or the ones you allow.

Bloxii's own private-capital model, fine-tuned from an open-weight base and hosted entirely in the UK, is ready in a few weeks. Alongside it, your firm chooses which other models can process its data. Your admin sets the policy once and it applies to every user, every skill and every connection. Keep everything in the UK, or enable what a team needs.

Read the security detail

Model policy

Harbourline Capital · all users

Keep everything in the UK

Only UK-hosted models can process prompts and outputs.

  • Bloxii model

    United Kingdom · Ready in a few weeks

    On
  • Claude, on AWS London

    United Kingdom

    On
  • Models hosted outside the UK

    Outside the UK

    On
Set by your admin. Applies to every user, every skill and every connection at the firm.

One AI subscription for the firm, instead of several.

£99 per user, per month. Every skill, every connection, every model your firm allows. Cancel anytime.