Agents inside your own perimeter.

What we see in this sector

Document-heavy operations work is the most automatable work in a financial institution and the least automated, for a reason that has nothing to do with the technology. The data cannot leave, the decision has to be attributable to a person, and the control environment has to survive an examination.

So that is the constraint we build to. Agents are deployed into your tenancy, they work on your record, every action they take is logged against the document that prompted it, and every exception goes to a named person. Nothing about the control model changes except how much of the preparation a human has to do.

The work divides neatly. Document-driven processes gain the most, because reading and checking a document against your own systems is exactly what agents are good at. Calculation-driven processes such as fee assurance gain differently: the value is testing the whole population every period instead of a sample, which was never a capability question so much as a capacity one.

The work

• Document intake and validation

  Documents are read, checked and routed without being re-keyed.

• Fee reconciliation

  Fee income is checked against the agreement every period, not sampled.

• Onboarding and know your business checks

  Onboarding checks are prepared in full so the analyst decides faster.

Systems we work with here

• ServiceNow
• Salesforce
• AWS
• Excel
• Power BI

How we work

Most companies bolt AI onto systems designed for people, then ask people to check the AI’s work. We design the record around agents and put your team in charge of running and governing them. Five steps: read the books, design for agents, ship agents in shadow mode against today’s results, train your operators, then run and improve.

See the method in full.

Other industries we work in

• Private equity & multi-entityA platform grows by buying companies.
• CPA & advisory firmsBusy season runs on overtime and a handful of senior people.
• Manufacturing & distributionTax, receivables and compliance reports are rebuilt from the ERP every period by people who deserve better work.
• Consumer & e-commerceMarketplaces, stores and your own website never agree with the ledger on the first pass.
• Real estateTenant balances sit in the property system and the follow-ups sit in inboxes.
• Public sectorReconciliations are months behind and the auditor is coming.