Software for firms where every number has to reconcile
Onboarding that takes weeks, reconciliation done by eye, audit evidence assembled after the fact — that's payroll spent on work a system should do, plus risk nobody priced. We build onboarding and KYC flows, reconciliation automation and reporting with the audit trail designed in from the first milestone — and a human checkpoint on every flagged case.
Systems we build for financial services
Each one starts with the same question — what does this save, in days or in headcount — and ends with software running in production, audit trail included. A representative list, not a boundary — if the system you need isn't on it, we build that too.
Client onboarding & KYC flows
Document collection, verification routing and account setup in one flow — clients onboarded in days instead of weeks, with flagged cases routed to a human every time.
Reconciliation automation
Matching across ledgers, banks and processors runs itself; people see only the exceptions. Every match and every override is logged — nothing reconciles silently.
Audit-trail & compliance systems
Every automated decision recorded with its inputs, timestamp and reviewer — evidence assembled continuously, not the week before an audit.
Reporting & month-close
Reporting that pulls from the systems of record instead of from spreadsheets of spreadsheets — so the month closes in a day, not a fortnight.
Document intelligence
Extraction and verification from statements, IDs and corporate documents — with confidence-based routing to a person when the document doesn't read cleanly.
Internal operations tools
Approval flows, case management and admin panels shaped to how your firm actually works — replacing the shared-inbox layer your processes secretly run on.
Where the money leaks
The diagnosis phase measures these in your firm specifically — hours, cycle times, drop-off. These are the patterns we find most often.
Onboarding measured in weeks
Documents sit in inboxes between four systems while the client waits — and sometimes walks. Every day of onboarding delay is revenue pushed back and drop-off risk added.
Reconciliation by eye
Analysts re-keying and matching line items a system should match automatically. The judgment work is the exceptions — not the ninety-plus percent that matches cleanly.
Audit prep as a fire drill
Evidence assembled after the fact, from email threads and file shares. When the trail is designed in, the audit is an export — not a project.
The spreadsheet close
Month-end numbers assembled by hand from systems that don't talk to each other. Slow is the visible cost; the invisible one is the errors that survive it.
How we work with financial firms
The same four phases as every engagement — with compliance treated as an input to the architecture, not a review at the end. You can stop after any phase and keep everything produced.
See the full process →- 1
We map the flow as it actually runs — where documents wait, where people re-key, where the auditors ask for things nobody can find. With numbers, before any code.
- 2
Scope, milestones, cost — and the metric the system answers to: onboarding days, exception rates, close time. The estimate holds; overruns are ours.
- 3
Working software from week two, with human checkpoints on flagged cases from the first milestone — the automated path earns trust case by case, in production.
- 4
Monitoring, documentation and a 90-day warranty ship with the system. Then a retainer, or a clean handover to your team — including hiring help.
An investment firm automated client onboarding and compliance document flows
KYC document collection, verification routing and ledger setup ran across email and four systems. Now one flow with human checkpoints on flagged cases — and a full audit trail.
Read the case study →Common questions from financial firms
Will this stand up to our regulator?
The systems we build log every automated decision with its inputs and reviewer, and export evidence on demand. But honestly: your compliance team defines the requirements — we implement them verifiably. We're your engineers, not your compliance function.
What happens on a flagged case?
It goes to a person, with context attached. Automation handles the clean path; humans handle judgment. The checkpoint thresholds are yours to set — and to tighten or relax as the system earns trust.
Can you integrate with our core systems?
Yes — banks, processors, ledgers, CRMs and the internal systems in between. We favour proven integration surfaces and incremental, strangler-pattern replacement over big-bang cutovers. Nothing critical switches off until its replacement has proven itself.
How do you handle security?
Access control, encryption in transit and at rest, and audit logging are defaults, not add-ons — our security page covers the posture in detail. Client data stays inside your boundary.
How fast does onboarding actually get?
In the engagement behind our case study, client onboarding went from weeks to days with 100% audit-trail coverage. Your number depends on where the days currently go — which is exactly what the free diagnosis measures.
What if automation isn't the answer?
Then we say so, in writing, with the reasoning — usually alongside a cheaper alternative: a process change, an off-the-shelf tool, or a smaller build. The diagnosis is free either way.
Where do your weeks go — onboarding, reconciliation, the close?
The diagnosis session is free, measures the leak in numbers, and sometimes says don't build.