Document extraction with audit trail
Statements, contracts, IDs and registry records parsed into structured fields with a citation back to the source for every value.
01/06Finance
Underwriting, onboarding and back-office - collapsed into hours.
Lenders, factoring platforms and finance teams live with the same pattern: high-stakes decisions blocked by document hunts and manual checks. We build agents that read the source data, prepare the decision, and route only the genuinely ambiguous cases to a human.
- The pattern
What we see, every time.
A finance workflow looks like a decision, but most of the elapsed time is not the decision. It is the document hunt - the bank statements, the IDs, the UBO chain, the contracts, the exports from a system that does not have an API.
Teams hire analysts to absorb that work, processes get longer to make the analysts feel safe, and the time-to-decision becomes the product. Customers feel it. Risk teams feel it. Nobody is happy with it.
We rebuild the workflow around the documents and data themselves. Agents read the source material, prepare the file, surface the exceptions, and hand the analyst a decision-ready package - not an inbox.
“In finance the bottleneck is almost never the decision. It is the work of getting ready to make it.”
- Workflows we rebuild first
The places leverage shows up first.
We do not deliver a portfolio of pilots. We rebuild one workflow, get it in production, and let the next one ride on the same data layer.
01 02 KYC and KYB onboarding
Identity, UBO chains, sanctions and registry checks collapsed into one orchestrated flow with the exceptions clearly labelled.
03 Underwriting preparation
Agents assemble the underwriting file - financials, ratios, narrative, prior decisions - so the underwriter spends time on judgement, not assembly.
04 Exception routing
Only the genuinely ambiguous cases reach a human. Everything else is approved, declined, or queued with a reason that holds up in review.
05 Back-office reconciliation
Recurring reconciliations and exception handling rebuilt as workflows that decide and act, not dashboards that wait to be checked.
- Who this is for
Built for teams running on real finance data.
- 01Lenders, factoring and embedded-finance platforms
- 02Heavy KYC, KYB, onboarding and underwriting workflows
- 03Risk and finance teams drowning in PDFs and exports
Engagements in progress
We're shipping the first Finance systems with launch partners now. Public case studies follow once they're live - talk to us if you'd like to be one of the first.
Start a conversation →- Before we start
Three questions, before we write a line of code.
We are not the right partner for everyone in this sector. These are the questions we ask first, because the answers decide whether the engagement holds.
- 01Where is the time in your current decision actually going? Most teams discover it is not where they assumed.
- 02Which workflow has the most regulated surface area? That is where we design the audit trail first, not last.
- 03Who in the business is allowed to change the policy, not just the process? They are in the room from day one.