Finance, insurance and fintech operators moving high volumes of documents and reconciliations under an audit trail.
Statements, claims and invoices arrive in five formats. People retype them, reconciliation happens at month end, and every exception is found by someone scrolling a spreadsheet.
Documents are extracted and matched on arrival. What reconciles cleanly passes straight through, what does not lands in an exception queue with the source document attached and an owner assigned.
The console, running.
Change the range and it responds. Demonstration build. Synthetic data, modelled on real operations, not a client system.
Documents processed
Straight through rate
Exceptions open
Avg close time
Processed, straight through against exception
Every bar is documents arriving. The upper band is what needed a human, which is the cost you are trying to shrink.
Exception queue
| Reference | Type | Amount | Age | Status |
|---|---|---|---|---|
| INV-48211 | Unmatched payment | $14,280.00 | 2d | Needs review |
| CLM-90714 | Duplicate claim | $3,145.50 | 4h | Auto resolved |
| INV-48173 | FX variance | $812.19 | 1d | Needs review |
| STM-11902 | Missing statement line | $27,400.00 | 6d | Escalated |
| INV-48260 | Tax code mismatch | $1,960.00 | 3h | Auto resolved |
Demonstration build. Synthetic data, modelled on real operations, not a client system.
Financial operations automation
Matching, posting and settlement run continuously instead of in a month end sprint.
Data analysis and reporting
Board and regulator reporting assembles from the ledger, not from a rebuilt spreadsheet.
Document processing
Statements, claims and invoices extracted to structured fields with the original kept alongside.
AI agents
Agents draft the explanation for each exception, so a human decides rather than investigates.
Executive dashboards
Position, exposure and close status on one screen, current to the hour.
CRM and workflow integrations
Client records, policies and cases stay in step across the stack.
Your stack stays. We build the seam.
The Reconciliation Agent
Explains each exception in plain language with the source document attached, and proposes the posting. It never posts on its own: a person approves, and the approval is recorded.