Finance
Transform financial operations with AI-powered automation that handles compliance, risk assessment, and transaction processing with precision and speed.
Common Challenges We Solve
Complex regulatory compliance requirements
High-volume transaction processing
Manual KYC and onboarding processes
Time-consuming reconciliation tasks
Available Workflows
Click any workflow to see detailed information, pricing, and ROI metrics
Tailored to Your Technology Stack & Processes
Each workflow below is adapted to your firm's specific systems, approval hierarchies, and operational constraints. These are not one-size-fits-all solutions—they are configured to integrate with your existing tools (CRM, ERP, project management, accounting software, etc.) and designed around how your team actually works. Implementation begins with understanding your current state, not forcing you into a template.
Scheduling, Deadline & Coordination Automation
Calendar ingestion → scheduling rules → reminders → escalation logic
Revenue Leakage & Exception Detection
Event monitoring → anomaly detection → alerts → resolution tracking
Sales-to-Delivery / Intake-to-Execution Handoff
Structured intake → automatic task creation → system sync
Data Hygiene & System Truth Enforcement
Deduplication → stale record detection → cross-system reconciliation → enforcement rules
Actionable Analytics & Alerting (Not Dashboards)
Metric definition → threshold logic → alerts → recommended actions → escalation paths
Compliance & Deadline Enforcement Automation
Deadline capture → task assignment → reminders → escalation → audit trail
Owner / Executive Dashboards (Decision-Grade Visibility)
KPI definition → data aggregation → real-time dashboards → scheduled executive summaries
Automated Research & Data Ingestion
Multi-source data ingestion → normalization → validation → structured output into models & research systems
Post-Trade / Post-Execution Exception Handling
Trade confirmation monitoring → anomaly detection → exception routing → resolution tracking
End-to-End Workflow Orchestration Layer
Cross-system mapping → trigger logic → orchestration workflows → monitoring & governance
Custom AI Workflows for Finance
These workflows are not templated solutions. Internal processes vary significantly across finance firms—from approval hierarchies and risk thresholds to document formats and escalation protocols. Our systems are custom-built after understanding how your firm actually operates.
Each workflow involves AI-driven reasoning, document interpretation, decision logic, and human-in-the-loop escalation when needed. These are not simple rule-based automations—they adapt to context, validate against your specific business rules, and integrate with your existing systems and teams.
Examples Only — Not Pre-Built Solutions
The workflows shown below are examples of what can be built after we understand your firm's specific processes, approval structures, and operational constraints. They are not plug-and-play templates. Every implementation is designed around how your organization actually works.
Client & Investor Onboarding
Validates documents, assesses risk profiles, and flags exceptions based on your firm-specific compliance thresholds, and adapts workflows for different client types, account structures, and risk levels.
Configured to enforce your compliance policies and risk assessment criteria.
Research Intake & Summarization
Aggregates reports, filings, earnings calls, and internal notes, then produces tailored outputs for different investment teams based on their focus areas, mandates, and information needs. Flags material changes and anomalies.
Customized to your research process and team-specific requirements.
Operational Reporting Workflows
Reconciles inputs from multiple systems, validates data against expected patterns, and escalates anomalies for review instead of blindly publishing outputs. Adapts to your reporting cadence and stakeholder requirements.
Built to match your data sources, validation rules, and reporting standards.
How Custom Workflows Are Built
Discovery: We map your current processes, identify decision points, and understand your approval hierarchies, risk thresholds, and escalation protocols.
Design: We design workflows that match how your firm actually operates—not how a template assumes you should operate.
Build: We develop AI agents that reason through context, validate against your business rules, and escalate exceptions to the right people at the right time.
Deploy: We pilot the workflow in a controlled scope, measure results, refine based on feedback, and scale when you're ready.
Ready to automate your finance workflows?
Start with a focused pilot. See measurable results in 2 weeks. No long-term commitment required.