MeetLoyd Apps drop a ready-made set of governed AI agents, tools and a data model into your workspace — a sales pipeline, a partner program, a support desk, a family office. Add one in minutes instead of composing a team from scratch.
The agentic audit workbench for independent firms — full-population analytics on any client's FEC/GL, every figure reproducible and cell-traceable, agents draft the workpapers, you sign off. Your data never leaves your firm.
Pipeline, leads and contacts with agent-native capture, scoring and follow-up — your sales motion, run by a governed team.
Partner relationship management — onboarding, market-development funds, certifications, tiers and revenue share, handled by agents.
An agent-assisted help desk grounded in your knowledge base: tickets triaged and resolved automatically, escalated with full context.
Augmented wealth management for multi-family offices — agents prepare and surface; the licensed professional decides and signs. Regulated by design.
On a paid plan, add a self-serve App from Settings → Apps. It activates immediately with its own governed team, tools and pages.
A monthly base subscription for the App, plus usage-based pricing on the business outcomes it delivers. Preparatory steps are free.
Regulated Apps and negotiated, all-inclusive deals are enabled through an enterprise agreement. Talk to us about the right fit.