AI-powered financial reconciliation
Automate matching of transactions and records, flag differences and propose resolutions for review.
Smarter operations for finance and business.
We apply AI and cloud engineering to the repetitive, rule-based and document-heavy work in finance, banking and insurance, so people can focus on judgement.
Our experience
Our experience in banking, insurance, fintech and business operations covers migrating and modernising core applications, document processing, reconciliation and customer-service automation. The sections below describe the problems we help solve.
Challenges in the sector
Manual reconciliation
Matching records across systems takes time and invites errors.
Documents everywhere
Invoices, claims, applications and contracts must be read, checked and keyed in.
Slow cycles
Closings, onboarding and claims wait on manual steps.
Legacy systems and tight control requirements
Modernising core applications must not weaken security or auditability.
Where we can help
Intelligent document processing
Extract, classify and validate information from financial and insurance documents.
Customer service assistants
Conversational assistants for banking and insurance enquiries, with handover to people.
Analytics and reporting
Consolidated data and dashboards for management and finance teams.
Application modernisation
Migrate and modernise core applications to AWS.
Banking
Secure, resilient platforms, real-time risk and fraud detection, and personalised experiences across every channel.
Insurance
Smarter risk assessment, faster claims through automated workflows, and modernised core systems.
Fintech
Cloud-native platforms that scale securely, with AI for fraud, risk and personalisation, and a faster route to market.
Secure, auditable operations
Controls, logging and reporting designed with your audit needs in mind.
From our projects
- Resilient hosting for a financial and accounting firm's core applicationMoving a Windows Server application from a local hosting provider to a secure, multi-AZ AWS architecture built for month-end and year-end peaks.Read the use case
- Moving a regulated investment firm's core application to AWSMigrating, re-platforming and refactoring a core application onto containers, with a CI/CD pipeline and automated security operations.Read the use case
Client details are withheld.
How we deliver
Pick a process
Choose a high-volume process with clear rules and measurable outcomes.
Baseline
Measure time, cost and error rates today.
Prototype on your data
Test accuracy on real documents and records.
Deploy with review steps
People approve exceptions and low-confidence results.
Extend
Apply the pattern to further processes.
Security, governance and operations
Human in the loop
People review exceptions and decide what the automation may do alone.
Audit trail
Automated actions are logged and explainable.
Segregation of duties
Approvals and access follow your existing controls.
Data protection
Financial and personal data is protected according to your policies and applicable rules.
Related services
- AI for Business OperationsAutomate repetitive, rule-based and document-heavy work with AI, from reconciliation to document processing, with people reviewing the exceptions.
- AI for Customer ExperienceConversational assistants, agent support and personalisation that improve customer interactions, built on your knowledge and systems.
- Migration & ModernisationMove workloads to AWS and modernise them where it pays off, from single applications to entire estates.
Related insights
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