Financial Services
Back-office automation for a financial services firm
Automating reconciliation and reporting with full auditability and human oversight.
Client
Financial services firm
Sector
Financial Services
Year
2024
Services
Business AutomationAI AutomationEnterprise Solutions
The challenge
Manual reconciliation and report assembly consumed significant time each month and introduced avoidable errors.
The solution
- Automated data collection and reconciliation across systems with clear audit trails.
- Added confidence thresholds so exceptions route to a person for review.
- Generated reports automatically while keeping humans in control of sign-off.
- Built the solution with the security and access controls the sector requires.
Node.jsPostgreSQLWorkflow orchestrationAWS
The outcome
Sharply reduced
Manual effort
End-to-end
Auditability
Fewer, caught earlier
Errors
These are representative examples of the kind of work we do, framed to protect client confidentiality.
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