A local foundation
Keep documents, records, calculations and audit history in your desktop application. Read, organise, model, review and export from the same working context. Offline Only mode keeps the application’s network connections off.
Connections you choose
Source connectors, organisation access and external-agent connections have separate permissions. Review new source versions before adopting them, see which work is affected and compare results after a rerun. Your original evidence stays intact.
Tools you can use directly
Explore the method catalogue, enter figures, inspect mappings and run the work yourself. Optional external agents operate the same supported objects and tools within your permissions. Desk Expert ships without an embedded AI model or provider runtime.
A shared home for team work
The Organisation edition keeps shared company records on customer-controlled infrastructure. Messages, documents, contacts and calendars connect to the work. Membership, review and access are explicit, and personal-to-company handovers preserve ownership and context.
Desk Expert / Field notes · 7 October 2026
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