Wealth,
in good faith.

Real-time insight into wealth, around the clock. For families and family offices, and for the multi family offices and wealth managers who serve them. One platform. Every figure traceable to its source.

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Case

How a Rotterdam family office brought 22 entities and 14 asset classes into one overview

Family office

Case

How twelve hours a week moved from administration to fundamental wealth decisions

Private wealth

Our belief

Most platforms bolt AI onto a dashboard and call it intelligence. Bonafi is built differently. We believe trust in wealth is built through personal contact, and that administration is what stands in its way. So AI does the heavy lifting: extraction, reconciliation, classification, drafting. Done in minutes, every result waiting for human approval. The hours that used to disappear into spreadsheets now go to the conversations that matter. Faster answers, lower cost, and the attention you, or your clients, deserve.

How we think about trust

The platform

One platform. One truth.

One source of truth

Today, wealth lives in four places at once: the spreadsheet, the accounting system, the quarterly report, the bank portal. Four versions of the truth. Bonafi makes it one.

See the overview

The pipeline

Statements, ledgers, fund reports, capital calls. Bonafi reads them, extracts every figure and reconciles it against what is already known. Nothing enters the books without review.

How processing works

The agent

Ask anything about the wealth you manage, at any hour. Every answer shows exactly which documents, cells and transactions it is built on.

Meet the agent

Connects to whatever already holds your data: 2,500+ banks, accounting systems, document drives, CRMs and brokers.

Who it's for

Built for both sides of the table.

Bonafi serves the people who own wealth and the offices and managers who look after it. Owners get one auditable picture of everything they hold, with every advisor invited on their terms. Professionals give every client that same real-time view — the full picture or just their mandate — with one secure workspace behind it. Two points of view, one sourced truth underneath.

bonafi.ai

Wealth owners

Families · entrepreneurs

One clear, auditable picture of everything you own — advisors invited on your terms.

HoldingsReal estateLiquidity

Wealth professionals

Family offices · managers

Every client on one platform, scoped to your mandate, with one secure workspace behind it.

Client portalsRoles & accessProjects

One platform · one source of truth

Trust

Trust is shown, not claimed.

Every figure in Bonafi leads back to its origin, in two clicks at most. Click one shows the source document, the extracted value and its confidence. Click two opens the document itself. The page in the fund report, the cell in the spreadsheet, the transaction in the ledger. Traceability is not a feature on top of Bonafi. It is the foundation trust is built on. No number without a source.

bonafi.ai/assets

Northline Private Credit

Private debt · Commitment

Deed_of_assignment_2026.pdf

Page 4 · extracted value

97% confidence

€ 1.500.000

Reconciled against: bank statement 14-03

No number without a source

Control

AI drafts. You decide.

Extraction, reconciliation, classification and drafting are done in minutes. Then they stop. Every entry waits in a review queue for human approval before it becomes part of the record. Permanently, not optionally. AI proposes. You, or the rules you set, decide what becomes truth.

bonafi.ai/review

Review queue

4 pending · human approval

Q4_capital_account_Meridian.pdf
NAV per 31-12
99%
Bank_statement_ING_03-2026.pdf
Closing balance
98%
Capital_call_Northline_07.pdf
Called amount
Needs review96%
Valuation_Herengracht_412.pdf
Fair market value
Needs review91%
Current€ 4.100.000
Proposed€ 4.250.000

Intelligence

Your CFO, around the clock.

Underneath Bonafi sits deterministic data: structured, reconciled, sourced. On top sits an intelligent layer that speaks your language. Ask what your accountant or CFO would know, and get the answer in seconds, with a chart when it helps and the sources to prove it. The AI never changes your numbers. It reads what is true and explains it. At two in the afternoon or two at night.

bonafi.ai/agent

What did we pay in management fees across all funds in 2025?

Meridian Growth Fund III

€ 142.000

Northline Private Credit

€ 96.500

Atlas Real Estate II

€ 71.200

Public markets mandate

€ 38.400

Q4 report · p. 12Ledger 2025Fund agreement §6.2

Collaboration

Every document, where it belongs.

The deed sits with the property. The fund report sits with the fund. The loan agreement sits with the loan. Bonafi keeps the most recent and relevant documents attached to the asset they describe, so nothing lives in an inbox. Invite your accountant, tax advisor or notary to look along with exactly the access they need. No more forwarding email threads. One place, always current, shared on your terms.

bonafi.ai/assets/herengracht-412

Herengracht 412

Real estate

CBAT

Shared with accountant

FMV

€ 4.250.000

LTV

38%

Occupancy

100%

Documents

Deed of purchase
v1 · 2019
Valuation report 2026
Currentv2 · Mar 2026
Lease agreement
v1 · 2024

ExactMoneybirdNmbrseAccountingHubSpotOutlookOneDriveSharePointDropboxGoogle DrivePower BISaxoPlaidDeGiroBitvavo2,500+ banks+ your stackExactMoneybirdNmbrseAccountingHubSpotOutlookOneDriveSharePointDropboxGoogle DrivePower BISaxoPlaidDeGiroBitvavo2,500+ banks+ your stack

Built on trust

GDPR-compliant. Built in Europe.

Your data lives and is processed in Europe, under European law. EU data residency on every layer, and no-training commitments from every AI provider we use.

ISO 27001 · 27017 · 27018

Our security program is built on the ISO 27000 family and monitored continuously. Certification for all three is in the audit process. Follow our controls live in our Trust Center.

Visit the Trust Center

Connects to everything

Banks, accounting systems, drives, CRMs, brokers. 2,500+ banking connections and an integration layer for the rest. If it holds your data, Bonafi reads it.

See your wealth in one picture.

Book a thirty-minute demo, for yourself or for your clients. Bring one fund report or annual statement and watch it become structured, sourced and reviewable.