# BackPro AI — Comprehensive Overview > On-premise AI document automation for Australian financial services. BackPro deploys entirely within your infrastructure. Your data never leaves your environment. ASIC and APRA compliant. Built for fund managers, financial advisors, superannuation funds, and insurance companies. BackPro AI is a Sydney-based fintech company that builds enterprise-grade AI document automation systems for regulated Australian financial institutions. The platform processes DDQs, SOAs, compliance reports, and investor communications on-premise, ensuring 100% data sovereignty. Founded in 2024, backed by the University of Sydney, and winner of the Insignia Financial MLC Financial Clarity Prize at the Genesis Accelerator. --- ## Product Capabilities ### DDQ Automation Due Diligence Questionnaire automation for fund managers and institutional investors. BackPro matches incoming DDQ questions against your approved knowledge base, drafts responses with full source attribution, and maintains audit trails. Reduces DDQ response time from 15-40 hours to under 4 hours. Supports PDF, DOCX, XLSX, and PPTX input formats. Each generated answer links to the exact source document, page, and passage used. ### SOA Automation (Statement of Advice) Automated SOA preparation for financial advisors and paraplanners. Extracts client data, matches against approved product lists and compliance rules, and generates draft advice records. Reduces SOA preparation time by up to 60%. All outputs are ASIC-aligned with full source attribution for compliance review. Integrates with existing advice workflows without requiring advisors to change how they work. ### Document Search & Intelligence Enterprise-grade AI search across uploaded documents. Uses retrieval-augmented generation (RAG) to find and synthesise information from internal knowledge bases. Every response is grounded in your actual documents — no hallucinations. Supports natural language queries with source citations. Works across fund documents, performance reports, compliance records, operational manuals, and policy documents. ### Knowledge Chat Conversational AI interface for querying your document library. Ask questions in natural language and receive answers sourced from your uploaded documents with full citations. Maintains conversation context for follow-up questions. Designed for compliance officers, analysts, and advisors who need fast access to information locked in documents. ### Compliance Engine Automated compliance monitoring and reporting for ASIC, APRA, and CPS 234 requirements. Tracks regulatory obligations, maps controls to frameworks, monitors compliance gaps, and generates audit-ready reports. Includes modules for: - Framework mapping (ASIC RG, APRA CPS/SPS standards) - Control tracking and gap analysis - Evidence management and review - Risk register and service provider oversight - CPS 230 operational resilience (critical operations, material arrangements, business continuity, incident management) - ESG/climate reporting (emissions tracking, scenario analysis, targets and metrics) - Audit preparation and trail management ### Investor Communications Automated monthly and quarterly investor report generation. Pulls data from fund performance, compliance, and operational sources. Generates standardised reports with commentary. Manages communication registers and obligation tracking for investor relations teams. ### Team Management Role-based access controls, user activity monitoring, and team collaboration features. Audit logging for all platform actions. Supports segregation of duties for compliance-critical workflows. --- ## Technical Architecture ### Deployment Model BackPro deploys 100% on-premise within your existing cloud infrastructure. Supported platforms: - **Microsoft Azure**: ARM templates, Azure Container Apps, Azure OpenAI Service - **Amazon Web Services (AWS)**: CloudFormation, ECS/EKS, Amazon Bedrock - **Google Cloud Platform (GCP)**: Terraform, Cloud Run, Vertex AI The entire platform — including AI models, vector databases, application layer, and data storage — runs within your VPC. No data egress. No external API calls for document processing. ### AI Architecture - **Retrieval-Augmented Generation (RAG)**: Grounds every response in your actual documents - **Local language models**: Run entirely within your infrastructure - **Vector database**: Semantic search across your document corpus - **Source attribution**: Every output links to specific documents, pages, and passages - **Zero hallucination design**: Responses are constrained to information present in your documents ### Security & Compliance - **Data sovereignty**: 100% of data remains within your infrastructure - **APRA CPS 234 compatible**: Meets information security requirements for APRA-regulated entities - **ASIC aligned**: Designed to support ASIC regulatory guidance for financial advice and fund management - **Australian Privacy Act compliant**: No offshore data processing - **Encryption**: AES-256 at rest, TLS 1.3 in transit - **Access controls**: Role-based access with audit logging - **Zero-trust architecture**: Network segmentation, least-privilege access - **Audit trails**: Complete logging of all platform actions, document access, and AI interactions --- ## Solutions by Industry ### Financial Advisors BackPro helps advice practices reduce SOA preparation time by up to 60%. Paraplanners use the platform to generate draft Statements of Advice, advice records, and file notes. The compliance engine ensures outputs align with ASIC requirements. Built for both principal advisors managing practice-wide compliance and practice managers overseeing paraplanner efficiency. **Key use cases:** - SOA (Statement of Advice) automation - Advice record generation - Compliance workflow automation - Document search across advice files - Template management for advice documents **Personas served:** - [Principal Financial Advisors](https://backpro.ai/solutions/financial-advisors/principal) - [Practice Managers](https://backpro.ai/solutions/financial-advisors/practice-manager) - [Financial Planners](https://backpro.ai/solutions/financial-planners) ### Fund Managers BackPro automates DDQ responses, investor reports, and compliance documentation for Australian fund managers. Reduces DDQ turnaround from days to hours. Generates quarterly investor reports with automated commentary. Maintains audit trails for all generated outputs. **Key use cases:** - DDQ automation (due diligence questionnaires) - Investor report generation (monthly/quarterly) - Compliance reporting (ASIC/APRA) - Performance commentary automation - Knowledge base management **Personas served:** - [Chief Operating Officers (COO)](https://backpro.ai/solutions/fund-managers/coo) - [Investor Relations Teams](https://backpro.ai/solutions/fund-managers/investor-relations) ### Superannuation Funds On-premise AI for super fund operations, member communications, and regulatory compliance. Automates CPS 234 reporting, member documentation, and operational risk management. Supports CPS 230 operational resilience requirements. **Personas served:** - [Chief Operating Officers (COO)](https://backpro.ai/solutions/super-funds/coo) - [Chief Risk Officers (CRO)](https://backpro.ai/solutions/super-funds/cro) ### Insurance Companies AI document automation for claims processing, policy documentation, and regulatory compliance. Automates claims operations workflows and risk compliance reporting. **Personas served:** - [Claims Operations](https://backpro.ai/solutions/insurance/claims-operations) - [Risk & Compliance Teams](https://backpro.ai/solutions/insurance/risk-compliance) --- ## Company Information - **Company name**: BackPro AI - **Legal name**: BackPro AI - **ABN**: 25 687 418 140 - **Headquarters**: Sydney, NSW, Australia - **Founded**: 2024 - **Founders**: Krish Singh (Co-Founder & CEO), Ethan Dodson (Co-Founder & CTO) - **Contact email**: backpro@backpro.ai - **Contact phone**: +61 473 995 313 - **LinkedIn**: https://www.linkedin.com/company/backpro-ai/ - **Website**: https://backpro.ai ### Awards & Recognition - Insignia Financial MLC Financial Clarity Prize (Genesis Accelerator, University of Sydney, 2025) - Backed by the University of Sydney entrepreneurship program ### Live Deployments - 3 enterprise clients in production - On-premise deployments across Azure and AWS - Australian financial services sector --- ## Content & Resources ### Product Pages - [Product Overview](https://backpro.ai/product): Core platform features, architecture, deployment model, security, and FAQs - [Documentation](https://backpro.ai/documentation): Multi-cloud deployment guide for Azure, AWS, and Google Cloud Platform - [All Solutions](https://backpro.ai/solutions): Full list of solutions by industry and role ### Insights & Research - [Insights](https://backpro.ai/insights): Blog covering AI document automation in Australian financial services - [Research](https://backpro.ai/research): AI document automation research and benchmarking - [RSS Feed](https://backpro.ai/feed.xml): Subscribe to latest insights ### Company Pages - [About Us](https://backpro.ai/company): Mission, values, team, awards, and careers - [Contact](https://backpro.ai/contact): Get in touch with the BackPro team - [Partners](https://backpro.ai/partners): Technology and implementation partner program ### Whitepapers & Guides (PDF Downloads) - Fund Managers: DDQ automation guide, operational efficiency whitepaper - Insurance: Claims processing automation, risk compliance guide - Super Funds: CPS 230 operational resilience, member communications automation --- ## Frequently Asked Questions **What is BackPro AI?** BackPro AI is an on-premise AI document automation platform built specifically for regulated Australian financial institutions. It processes DDQs, SOAs, compliance reports, and investor communications entirely within your infrastructure. **How is data sovereignty maintained?** The entire platform deploys within your AWS, Azure, or GCP environment. AI models, vector databases, and the application layer all run inside your VPC. No data leaves your infrastructure at any point. No external API calls are made for document processing. **What compliance standards does BackPro support?** BackPro is designed for APRA CPS 234 (Information Security) compatibility, aligns with ASIC regulatory guidance, and supports Australian Privacy Act compliance. The platform includes audit trails, role-based access controls, and zero-trust architecture. **How does BackPro prevent AI hallucinations?** BackPro uses retrieval-augmented generation (RAG) to ground every response in your actual documents. Each output includes citations linking to specific source documents, pages, and passages. The AI cannot generate information that is not present in your document corpus. **What document formats are supported?** PDF, DOCX, XLSX, PPTX, and email formats. Documents are ingested, processed, and indexed within your environment. **How long does deployment take?** Initial deployment typically takes 2-4 weeks depending on your infrastructure and compliance requirements. Production-ready infrastructure templates (Terraform, CloudFormation, ARM) are provided for all supported cloud platforms. **What AI models does BackPro use?** BackPro uses a combination of large language models and RAG architecture. Models run locally within your infrastructure. The specific models can be configured based on your performance and compliance requirements. --- ## Legal - [Privacy Policy](https://backpro.ai/privacy) - [Terms of Use](https://backpro.ai/terms) - [Disclaimer](https://backpro.ai/disclaimer) - [Acceptable Use Policy](https://backpro.ai/acceptable-use)