Financial servicesAutomation and client portals for accounting firms, lenders and insurance agencies.
Accounting and bookkeeping practices, lenders and insurance agencies all sell financial work, and that work runs on client documents and deadlines. Staff chase paperwork, re-key it into core systems and answer the same status questions all day. The right system collects the documents, reconciles the numbers with rules and keeps a trail behind every figure.
Where the work gets stuck
The usual friction.
Chasing client documents
Statements and applications arrive by email, often late or incomplete.
Reconciliation by export
Staff match bank, ledger and processor exports in spreadsheets at every close.
Status questions all day
Clients call to ask where their file stands because only the team can see it.
Every function
Six functions, in your terms.
Finance, people, sales, operations, documents and IT run every business. Here is what each one looks like in financial services, and where AI fits in it.
Finance and accounting
- Carrier commission statements reconciled to policies
- Loan payments posted and matched to borrower accounts
- Client billing for recurring bookkeeping engagements
Where AI fits: AI reads commission statements into rows; matching rules decide and staff clear exceptions.
Finance in every industryHR and onboarding
- Producer and loan officer license tracking
- Staff access to client data set by role
- Seasonal staff onboarded and offboarded on schedule
Where AI fits: Access to client financial data is set by role rules, with no AI involved.
HR and onboarding in every industrySales and client intake
- Loan and policy applications collected through a client portal
- Missing-document follow-up until the file is complete
- New client setup across ledger, portal and CRM
Where AI fits: AI flags which application documents are missing; underwriting and pricing stay with people.
Sales and intake in every industryOperations and scheduling
- Tax and filing deadlines tracked by client
- Loan pipeline stages updated from the system of record
- Renewal calendars that open work ahead of expiration
Where AI fits: AI summarizes open items on each file for the account manager; deadlines run on rules.
Operations in every industryDocuments and compliance
- Bank statements and tax forms extracted to structured data
- Know-your-customer documents checked for completeness
- Disclosures and policy documents assembled for each client
Where AI fits: AI extracts figures from statements; each figure is checked against totals before it posts.
Documents in every industryIT, identity and integration
- Client portal sign-in tied to firm records
- Ledger, CRM and document system kept in sync
- Credentials for bank and carrier feeds in a secret store
Where AI fits: Nothing here runs on a model. Access and data sync follow rules.
IT and identity in every industryWhat you likely run
We start with the tools you have.
We connect what is already there into one source of truth before we build anything new, so nothing has to be thrown out on day one.
- accounting or general ledger software
- a loan origination or agency management system
- bank and processor statement exports
- a reconciliation spreadsheet
- a client document portal
- an e-signature tool
Proof, plainly
What we can show you.
Our client system in production today is a construction and trades platform, and we run our own company on the same kind of system. On a call we show you both, live, and tell you honestly what carries over to financial services.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the financial services back office around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Bring us the busiest queue.
In 45 to 60 minutes we map the systems you run and the handoffs that hurt, and tell you candidly whether we are the right fit.