Financial Services automation
Automate KYC, invoice processing, compliance reporting, and transaction monitoring with enterprise-grade security.
Solution catalogue
Financial Services use cases
Every case is a deployable flow: source systems, AI service and operational destination already wired together.
KYC Onboarding
Automated customer verification
Flow
ID uploaded to Azure Blob→Analyze US Govt ID validates→Workday Person creates recordInvoice Processing
Automated AP workflows
Flow
Invoice received→Expense/Invoice Analysis extracts data→Workday Payroll schedules paymentCompliance Reporting
Automated regulatory reports
Flow
Workday Accounts pulls data→Text Summarization creates digest→Drive stores reportsLoan Processing
Automated loan approval
Flow
Application received→Extract Text reads documents→Salesforce tracks applicantTransaction Monitoring
Real-time fraud detection
Flow
Transaction data→Analyze Tables detects patterns→Twilio Messaging notifies securityClient Reporting
Portfolio reporting automation
Flow
Data in Sheets→Analyze Tables processes→Google Slides generates reports→Gmail sendsContract Analysis
Automated contract review
Flow
Contracts in Box→Query Document extracts key terms→Slack alerts legal teamExpense Management
Automated expense processing
Flow
Receipts uploaded→Expense/Invoice Analysis extracts data→Xero Accounting creates entriesAccount Opening
Digital account creation
Flow
Documents submitted→Analyze US Govt ID verifies identity→Salesforce creates customerConnected stack
The systems you already run, orchestrated
These connectors power the flows in this industry. Each one ships as a ready-to-use integration, with no custom development.
Your operation, automated
Automate your Financial Services processes
Start with one use case and scale to the rest of your operation on the same platform.