Financial services
Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.
AI for finance. Cash in sooner, books always current.
Every deposit explained and every invoice chased, with a person confirming anything that moves money.
An example reconciliation match: card sales, fees, bank deposit, remaining difference, sources, and a confirm match step.
Three industries, one playbook.
One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.
Private equity
Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.
Digital assets
Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.
In your industry.
Financial services
An insurance agency's premium payments matched to carrier statements, with differences held for the controller.
Private equity
A PE firm's management fee invoices sent on schedule and matched to receipts across funds.
Digital assets
A stablecoin deposit bridged to activity, fees, and the reserve hold before the controller closes the books.
Watch the digital assets demo
The jobs it takes off your plate.
- 01
Match payments to the books
Each deposit matched or explained with the records, ready for confirmation.
Today: A controller spends two days a month reconciling deposits by hand (example). - 02
Review payment exceptions
A review note with the signals and the records, waiting for a person to decide.
Today: Unusual payments get noticed after the chargeback. - 03
Chase what's overdue
Invoices sent on time, reminders approved before sending, and disputes routed to a person.
Today: Reminders go out when someone remembers (example).
What it looks like in a week.
- Mon
41 payments matched to the books; 2 differences explained
Done - Tue
A $50 settlement fee behind a deposit difference waiting on Luca's confirmation
Waiting - Wed
Payment larger than the account's usual: review note drafted
Flagged - Thu
Invoices out, 6 reminders sent after approval
Sent - Fri
Stablecoin deposit bridged to activity, fees, and the reserve hold, confirmed by Luca
Approved - Fri
Period close pack: every deposit tied to its bank record
Done
Your AI team for finance.
Invoicing and payments
Sends invoices, drafts reminders, and prepares a review note on unusual payments. A person decides.
Result · Cash collected soonerBookkeeping
Matches payments to your books, explains every difference, and waits for the controller to confirm.
Result · Books current every week
The $50 fee behind a bank deposit difference
Connect the sales, fees, and settlement memo. Confirm the explanation before recording the match.
Actions stay in the demo.
Plugs into the tools you already use.
Customer list (CRM)
HubSpot, Salesforce, a spreadsheet
Email and calendar
Gmail, Outlook
Accounting
QuickBooks, Xero
Payments and invoices
Stripe, Square
How to start.
A one-week Assessment on the finance job that leaks most, credited in full toward a Build Sprint within 30 days.
- 01 · Find it
AI Assessment
$1,500one week - 02 · Build it
AI Build Sprint
$5,000two weeks · flat
Not sure which step? Get a free opportunity report first.
Other departmentsOperationsReporting and insightsSalesSee all
Before you book a call.
01What does it need access to?
Read access to accounting, the payment processor, and the bank feed, plus the invoicing tool. The agent matches and explains; it does not post entries or move money.
02Does a person confirm every match?
Yes. Each match or difference arrives with the records behind it, and the controller confirms, edits, or rejects it.
03How long until it runs?
One week for the Assessment and two weeks for the Build Sprint. The first real period is matched inside the Sprint.
04What happens when it gets a match wrong?
A wrong explanation shows its arithmetic and records, so the controller sees it before confirming. Anything unexplained is flagged, never forced to zero.
05What does it cost?
Prices are published: a $1,500 Assessment, a $5,000 Build Sprint, and AI Operations at $999 a month. The numbers in the examples above are not a quote.
Start with one function. Grow into the organization.
Begin with the job that costs the most each week.
- Free first call
- Start with the job that costs the most
- Every build plugs into the same playbook
Ground track · wherever our clients operate