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 operations. Hours of manual work removed.
Agents check each packet, request what is missing once, and keep every status current.
An example intake request: applicant, found, missing, request, sources, and a approve and send 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 RIA's onboarding packet checked for missing signatures before the custodian rejects it.
Private equity
A PE firm's portfolio data requests tracked, with late submissions flagged before the deadline.
Digital assets
An exchange's business account applications checked for missing KYC documents, with one request sent after review.
The jobs it takes off your plate.
- 01
Check every intake before a person does
Every file checked against the list, and one clear request sent after approval.
Today: A processor finds the missing proof of address and writes the same email again (example). - 02
Stop the retyping
Entered once and carried everywhere, checked against the source.
Today: The same client details typed into the CRM, the custodian form, and billing. - 03
Chase status so your team doesn't
Every open request watched, late items flagged, and client updates drafted.
Today: Deadlines and pending documents tracked in someone's head and a spreadsheet.
What it looks like in a week.
- Mon
22 new applications checked against the document list
Done - Tue
Request for a missing address proof waiting on Leah
Waiting - Wed
Status updates sent to 9 clients whose files moved stage
Sent - Thu
Three files past the five-day deadline: flagged to the team lead
Flagged - Fri
Onboarding packet for a new client entered once across CRM and custodian form
Done - Fri
Weekly log: files received, files complete, average days to complete
Done
Your AI team for operations.
Admin and data entry
Checks each intake against the list, enters it once, and drafts one request for anything missing.
Result · Hours of retyping and checking goneOrder and service tracking
Watches every open file and deadline, flags what is late, and drafts the client update for approval.
Result · Problems caught early, clients kept informed
Two application issues resolved with one clear request
Find the address conflict and missing proof. Prepare one request for the applicant.
Actions stay in the demo.
Plugs into the tools you already use.
Email and calendar
Gmail, Outlook
Files and documents
Google Drive, Dropbox
Team chat
Slack, Teams
Core system and transactions
Custodian, policy, or loan platform
How to start.
A one-week Assessment on the intake 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.
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Before you book a call.
01What does it need access to?
The intake inbox, the document folders, and the systems the details get typed into today. Client emails go out after a person approves.
02Does a person approve the requests?
Yes. Each request shows what was found and the documents it came from, and the processor approves, edits, or skips it.
03How long until it runs?
One week for the Assessment and two weeks for the Build Sprint. Real files are checked inside the Sprint.
04What happens when it gets a file wrong?
Every finding points at the document it came from, so a false mismatch is visible before the request goes out. A document it cannot read is flagged, not guessed.
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