Industries / Finance & Banking
The back office, run by agents. The judgment, kept by your team.
Financial operations are full of structured work hiding inside unstructured inboxes — exactly where agents create leverage. We automate the processing and keep compliance holding the pen.
Workflows we operate
KYC, reconciliation, reporting — the work that eats your operations team.
01
KYC & client onboarding
Documents arrive, agents extract and verify against registries and sanctions lists, the CRM record is built, and entitlements are prepared — in minutes instead of days.
Human gateCompliance reviews one summary card per client before activation.
02
Reconciliation & month-end
Transactions matched to settlements continuously, exceptions surfaced early with full context, and close packs drafted before the month even ends.
Human gateFinance lead signs off on exceptions and the final close pack.
03
Regulatory correspondence
Requests from regulators parsed, the relevant evidence pulled from your systems, and responses drafted with citations to source documents.
Human gateCompliance approves every outbound response before it leaves.
04
Client reporting
Portfolio and quarterly reports assembled from source systems, formatted to your templates, and distributed on schedule — without the copy-paste marathon.
Human gateRelationship managers review flagged accounts before send.
No template deployments
Charted as it runs. Operated after launch.
01
Map
We sit with your team and chart the workflow as it really runs — every system, every handoff, and the exceptions that break naive automation.
02
Run
Agents take over the manual steps inside your existing systems, with approval gates exactly where your risk and accountability live.
03
Operate
The same team monitors performance, resolves exceptions, and improves what’s live. Launch is the midpoint, not the finish line.
Pick your most painful financial workflow.
Bring us the process that hurts. We'll sketch what running it with agents actually looks like.