Quantios sets out its vision for agentic AI to reshapethe trust and corporateservices industry

London, UK – 14 July, 2026 – Quantios has today unveiled its platform-wide AI roadmap, which sets out how agentic AI will be embedded across the full client lifecycle. Built for a complex, highly regulated market, the roadmap outlines a growing suite of specialised agents designed to automate repeatable, process-heavy tasks while keeping the human firmly in the loop.

As part of this next phase, Quantios is launching its Timesheet Agent, designed to reduce the manual burden of time capture. The agent suggests time entries automatically and presents them in a visual workday view, enabling users to review and confirm entries more efficiently.

Time capture remains a fundamental requirement for services businesses, but it can itself be time-consuming. By improving the accuracy and ease of recording activity, the Timesheet Agent helps reduce the administrative effort involved, while supporting more complete and reliable billing.

This launch builds on Quantios' recent agentic deployments across high-volume processes, including:

• Bank Statement Agent: Turns hours of manual statement handling into minutes, classifying transactions and preparing them for posting across client and firm accounts.
• Bank Reconciliation Agent: Keeps records aligned automatically, comparing statements, flagging discrepancies and suggesting fixes.
• Director Appointment Agent: Takes on one of the most complex and manual processes in the sector, handling high-volume appointments end-to-end across more than 100 jurisdictions, from gathering information to producing and filing documentation.
  
  

These agents have been developed in collaboration with more than 20 firms on Quantios' early adopter programme. Customers are already seeing the impact. Tasks that traditionally required hours of manual handling are being executed in a fraction of the time, with users overseeing, reviewing and refining outputs generated by the agent.

Beyond bank statement and director appointment handling, Quantios is set to release further agentic capabilities that will cover a wide range of functions within a TCSP firm. Upcoming releases include:

• Meeting Management Agent: Tackles one of the most fragmented and manual processes in company secretarial work, covering board, committee, shareholder and trustee meetings across multiple jurisdictions.
• Director Resignation Agent: Manages director resignations end-to-end, from gathering information through to producing documentation.
• Audit Assistant Agent: Pulls together the information and documentation needed to support audit requests.
• Trust Distribution Agent: Handles the steps involved in making trust distributions accurately and consistently.
  
  

Future development is planned across payments, incorporations, compliance and share register management.

Adrian Akers, Chief Product Officer, Quantios, said:

"This is not an industry where generic agents can simply be bolted on. Our clients are operating in highly regulated, highly deterministic environments, and these tools only work if they have been built with that reality in mind. With more than 40 years' experience supporting firms from global providers to specialist, local players, we've built a deep understanding of how these businesses work day-to-day. We're seeing 40–60% time savings, but early use suggests that's us being conservative: real-world results are already coming in higher.

"Our ultimate goal is to develop agents that solve real pain points. The result is that our clients can spend less time on heavily manual processes, and more on areas where their expertise and judgment matter most. We'll continue to invest in this space, building agents shaped directly by our clients' needs."

About Quantios

Quantios is a global technology provider to trust and corporate service providers, powering more than 600 firms across six continents with market-leading, AI-enabled digital administration solutions. Underpinned by its flagship solutions - including Quantios Core and Klea - Quantios delivers enterprise-grade capability to businesses of all sizes.

Its technology and services have been shaped and sharpened through decades of working with world-leading organisations and their day-to-day realities, ensuring firms have the clarity and confidence to operate effectively and grow.

Working as one Quantios across the UK, Channel Islands, Malaysia and beyond, the company brings together the strength of its platform with the insight and commitment of its people to create a better everyday experience for clients - so they can reduce risk, operate with clarity, focus on higher-value work, and confidently serve and grow their own businesses.