Model tax scenarios in seconds, surface AI-driven savings opportunities, and pull research context straight from your browser — Ovalens is the tax intelligence platform built for UK financial advisers.
Capabilities
Integrations
Ovalens unifies CRM, back-office, accounting, compliance, calendar, and Nora meeting-note signals so advisers can move from fragmented data to action quickly.
Activated from your account settings in one click.
Nora turns adviser meetings into clean, compliant client notes, with auto-captured action points and planning-ready summaries.
Nora outputs structured actions, suitability notes, and follow-up tasks instantly.
CRM data and adviser timelines
Portfolio and valuation sync
Accounts and tax-return context
Tax records and submission workflows
Outlook calendar integration
Calendar and Meet context
CRM data and adviser timelines
Portfolio and valuation sync
Accounts and tax-return context
Tax records and submission workflows
Outlook calendar integration
Calendar and Meet context
CRM data and adviser timelines
Portfolio and valuation sync
Accounts and tax-return context
Tax records and submission workflows
Outlook calendar integration
Calendar and Meet context
CRM data and adviser timelines
Portfolio and valuation sync
Accounts and tax-return context
Tax records and submission workflows
Outlook calendar integration
Calendar and Meet context
All integrations are available from the account settings integrations page.
How it works
Use the Ovalens browser extension to grab SA302s, P60s, and documents — or import straight from your practice system.
Why we're building
We're building Ovalens because tax planning reviews shouldn't take hours.We want every adviser to have AI that's fast, accurate, and built for the UK.
We're building Ovalens because tax planning reviews shouldn't take hours.We want every adviser to have AI that's fast, accurate, and built for the UK.
The Ovalens team
Join financial advisers who use Ovalens to deliver faster, more accurate tax planning for their clients.