Who is the Ambassador Program for?

For people running an established business who want to shape the product and share practical feedback. Allow a few hours during setup, then around an hour a month. You help guide the roadmap, get early access to new modules and agents, and benefit from preferential pricing.

Can we start with one module?

Yes. Choose a bounded workflow that would make a difference, then decide which modules and records it needs. We agree how it connects to the rest of your work before extending the scope.

Does this replace our bank, custody or accounting tools?

No. Banking, custody, portfolio valuation, tax and statutory accounting remain separate tools or services. We review which statements and exports to connect before any commitment.

Who sees which information?

Access can be set by role and entity, so an adviser or staff member only sees the records they work on. We agree these permissions with you before importing any family data.

How is the software different from a generic ERP?

Eno is built to fit the way your business works. We adapt its records, documents, views and workflows to your terminology, approval steps and operating rules, so your team does not have to reorganise its work to fit the tool. We define the configuration and any specialist integrations together, starting with the modules you need.

What can AI do, and what do we control?

AI can create and update records, generate documents and retrieve information through configured workflows. We define the source data, permitted changes and review steps together. Creating a document does not mean sending it automatically.

How would we move our existing information?

We review a sample of your files, their quality and the records you need to keep. Then we agree what to import, what to leave in the current tools and how you will verify the result. No switch is scheduled before that scope is clear.

Your data is hosted in Europe, backed up daily and protected by role-based access. Your workspace is isolated from other businesses. Your data stays yours, and you can export it at any time. We define who can see and change each part of the workspace with your team.

Can I integrate my existing tools?

Yes. Accounting, calendars and web forms are examples of the tools we review with you during onboarding. We identify the information to exchange, check the available connectors, APIs or exports, and agree how updates will flow. Specialist tools can stay in place; we confirm each connection before including it in the scope.

ExploreAmbassador Program

One tool to manage your family office.

Your team can track commitments and approval requests across family entities, with a clear view of decisions and payments due.

Let's talk

Right now, your business runs on 6 tools that don't talk to each other.

Custodian statements in inboxes, entity documents in folders, commitments in spreadsheets and approvals given by phone. A change reaches one tool before it reaches the people who need it.

Requests lost in the inbox
The latest change in another inbox
Licenses for disconnected tools
The decision buried in a thread

A formula breaks the tracking sheet
Documents copied into another folder
Four versions of one spreadsheet
A phone call the team never hears

Paper notes entered twice
Notes cut off from the records
One broken link stops the handover
Six months of history gone

Same week. Same team. A different set of problems.

The decisions behind family entities, commitments and approvals.

Without Eno

Capital call paid late

A fund notice sits in one inbox until the funding date passes.

Expense on the wrong entity

A family member’s invoice is booked to the holding company.

Entity documents expired

A bank asks for a current register extract during a transfer.

Family reporting delayed

Custodian statements arrive in a different format each month.

Without Eno

Calls on the commitment

Record each notice against the commitment and paying entity.

Expenses coded at entry

Code each expense to its entity and person before approval.

Expiry dates in view

See which entity documents expire before the next request.

Holdings in one register

Record each position by entity, custodian and valuation date.

One platform.Your entire operation.

Eno connects every part of your business, built around the way your team works.

Explore the platform

Commitments called

Follow what each fund has called and what the family has paid.

Expense coding

Review each expense by entity before approval.

Entity documents

See registers and identity documents before they expire.

Ask your workspace

Ask a question. Get an answer with the records behind it.

Connect the follow-up work

Update the records and keep the resulting actions visible.

An AI that actually speaks family office work

AI that gets sharper with your own data: holdings, committee dates and reporting packs.

Turn a client email into a next step.

Capture what the family asks and turn it into mandate work, without copying it between tools.

Prepare documents from your records.

Bring the family, the mandate and the committee together in a document that's ready to review.

Keep your knowledge connected.

Give AI the holding statements and files it needs to understand your mandates.

Ask for the change you need.

Describe an update in your own words. Review it before it reaches your team.

See what needs your attention.

Get useful suggestions grounded in your work. You decide what happens next.

Whatever you run today, we can model it

See how other businesses use Eno.

One system. Yours.

Not a rebuild: everything, finally, in the same place.

Let’s talk

Built for today.Maintained for what comes next.

Your workspace keeps improving, without giving your team another system to maintain.

Continuous updates, not upgrade projects

Performance improvements, security fixes, and new capabilities arrive in smaller releases, without a yearly version migration to plan or pay for.

Finance

Accounts

Expenses

Security that does not stop at launch

Eno maintains authentication, permissions, dependencies, and infrastructure as shared foundations of the platform.

Help that understands your context

Ask about the page or record in front of you. Get guidance and support without leaving your workspace.

Summarize this record

What needs my attention?

Help me set up a workflow

How do I share this view?

Find help for this page

How can I…

The Ambassador Program

Help us shape useful software around your work, starting with one recurring problem.

Discover the Ambassador Program

Show us the work

Bring one recurring problem and the tools you use today.

Choose what to build

Together, define a useful first workflow and its limits.

Test and refine

Try it on real examples. Your feedback guides the next iteration.

What you've already triedand where it breaks down.

Modules and connected workflows. Coverage depends on the product and setup.

Entities and family members
Spreadsheets
Not built in
Industry software
By product
Generic ERP
Supported with setupWith modules
Supported with setupConnected
Commitments and capital calls
Spreadsheets
Not built in
Industry software
By product
Generic ERP
Supported with setupWith modules
Supported with setupConnected
Expense approval by entity
Spreadsheets
Not built in
Industry software
By product
Generic ERP
Supported with setupWith modules
Supported with setupConnected
Documents with expiry dates
Spreadsheets
Not built in
Industry software
By product
Generic ERP
Supported with setupWith modules
Supported with setupConnected
Adapt records and views
Spreadsheets
Manual
Industry software
Product limits
Generic ERP
Supported with setupConfiguration
Supported with setup
Email to records and documents
Spreadsheets
Not built in
Industry software
By product
Generic ERP
By setup
Supported with setupAI workflows
Maintenance of your custom app
Spreadsheets
Not built in
Industry software
Supported with setupBy plan
Generic ERP
By hosting
Supported with setup

Capability	Spreadsheets	Industry software	Generic ERP
Entities and family members	Not built in	By product	Supported with setupWith modules	Supported with setupConnected
Commitments and capital calls	Not built in	By product	Supported with setupWith modules	Supported with setupConnected
Expense approval by entity	Not built in	By product	Supported with setupWith modules	Supported with setupConnected
Documents with expiry dates	Not built in	By product	Supported with setupWith modules	Supported with setupConnected
Adapt records and views	Manual	Product limits	Supported with setupConfiguration	Supported with setup
Email to records and documents	Not built in	By product	By setup	Supported with setupAI workflows
Maintenance of your custom app	Not built in	Supported with setupBy plan	By hosting	Supported with setup

Before we start

We are looking for ambassadors and design partners who want to shape Eno around their day-to-day work. Show us a recurring problem and the tools you use today. Together, we define a first workflow, adapt the workspace and review it with your team before expanding.

Keep approvals and expected payments in view.

Your challenges deserve concrete solutions. In 30 minutes, we analyze what is holding your business back and show you how Eno can solve it.

Book my 30 minutes

ExploreAmbassador Program

One tool to manage your family office.

Your team can track commitments and approval requests across family entities, with a clear view of decisions and payments due.

Let's talk

Right now, your business runs on 6 tools that don't talk to each other.

Custodian statements in inboxes, entity documents in folders, commitments in spreadsheets and approvals given by phone. A change reaches one tool before it reaches the people who need it.

Requests lost in the inbox
The latest change in another inbox
Licenses for disconnected tools
The decision buried in a thread

A formula breaks the tracking sheet
Documents copied into another folder
Four versions of one spreadsheet
A phone call the team never hears

Paper notes entered twice
Notes cut off from the records
One broken link stops the handover
Six months of history gone

Same week. Same team. A different set of problems.

The decisions behind family entities, commitments and approvals.

Without Eno

Capital call paid late

A fund notice sits in one inbox until the funding date passes.

Expense on the wrong entity

A family member’s invoice is booked to the holding company.

Entity documents expired

A bank asks for a current register extract during a transfer.

Family reporting delayed

Custodian statements arrive in a different format each month.

Without Eno

Calls on the commitment

Record each notice against the commitment and paying entity.

Expenses coded at entry

Code each expense to its entity and person before approval.

Expiry dates in view

See which entity documents expire before the next request.

Holdings in one register

Record each position by entity, custodian and valuation date.