Client communication, document processing, and reconciliation agents for mid-market lenders, brokers, and advisors — with human approval gates and an audit trail on every regulated action.
What we build
Every financial-services build ships against the same four constraints — no exceptions for demos or deadlines.
Approval gates, role-based access, and data boundaries are designed in from the first sprint — the specification includes a data map you keep.
Proof layer Which data never leaves your systems is documented and enforced at the pipeline.
Integration against your loan origination, CRM, document management, and accounting systems — scoped in a readiness sprint before we build.
Proof layer Integration scoped and tested against your sandbox, not a mock.
Agents chase documents, draft communications, and match transactions. Every regulated decision routes to a person, every time, with full logging.
Proof layer Approval rules and action logs reviewable by your compliance lead.
A named senior lead owns the outcome. You see working software weekly, not a status deck monthly.
Proof layer Senior review on every merge; 30-day exit on embedded pods.
Applications stall waiting on files nobody has time to request.
Client comms agents with a human gate
Who decided what, reconstructed from email when someone asks.
Every action logged and exportable
Month end runs on a spreadsheet and one employee's memory.
Reporting with lineage back to source
Use cases
Eight workflows where governed automation pays back first — each scoped, gated, and logged before it touches production.
Agents request, track, and file missing application documents — clients get one clear thread, staff get a complete file.
Lenders and brokers with stalled pipelinesStatements, IDs, and forms extracted, classified, and written into your LOS or CRM for a person to approve.
Back offices keying data by handIdentity and verification steps assembled into one reviewable packet — a person signs off on every acceptance.
Teams onboarding at volumeTransactions matched across ledgers and statements, exceptions queued for review, every match traceable to source.
Month end running on one spreadsheetManagement and client reports assembled from source systems on schedule — with lineage back to every number.
Finance teams rebuilding reports monthlyEvery agent action logged and exportable, so "who decided what" is a query, not an email archaeology project.
Anyone answering to an auditorStatus updates, renewal reminders, and routine queries handled in your tone — anything sensitive routes to a person.
Advisors buried in routine emailPipeline status, turnaround times, and exception rates on one dashboard your operations lead actually opens.
Leaders flying blind on opsCase studies
How our teams solve critical finance-operations problems through strategy, engineering, and governed automation.
A QuickBooks-connected daily audit pass flags miscategorized and unreconciled items across every client book automatically.
Read story
A Next.js platform introducing clients to capital markets and trade finance opportunities for a boutique independent advisory firm.
Read story
ERPNext data collected and structured automatically, then drafted into full P&L reports with departmental breakdowns by an AI analyst.
Read story
Brand-compliant social content for multiple finance broker clients managed as one pipeline, from onboarding through approval to publishing.
Read storyCapabilities
Six connected capabilities, delivered as one seamless service.
See full capability matrix →A build decision in 2 weeks, not a slide deck.
Agents with evaluations, approval gates, cost ceilings, and a full audit trail.
A named senior engineer inside your team, owning an outcome.
Specification first, AI-assisted, senior review on every merge.
Workflows wired and instrumented, with the payback counted.
Pipelines and lineage your AI can actually rely on.
FAQ
Straight answers before the first call. If yours is not here, ask it on the call — we answer the hard ones first.
Ask the hard oneEvery agent action logged and exportable.
Defined in the specification's data map and enforced at the pipeline.
No. If your review requires it today, we are not your vendor yet, and you will hear that on the first call.
No. Agents assemble the file, run the checks, and draft the communication. Every regulated decision routes to a named person through defined approval gates, every time.
NDA-first, before any workflow detail is shared. We scope against sanitized or synthetic data wherever possible, and any production data access is limited to named engineers and logged.
Start the conversation
Tell us which workflow eats the most compliance hours. We will tell you what stays gated and what we can automate today.
