Your analysts run calculations in spreadsheets. Your team chases payments by hand.
Financial services operations generate massive amounts of data and require penny-precise accuracy. Most teams handle it manually — because the off-the-shelf tools don't fit.
Before & After
What your team does manually — and what it looks like automated.
Each row shows a real process your team handles today, paired with what it becomes once we build the system.
Settlement calculations
29-47 hrs/fileSpreadsheet-based, error-prone, no audit trail
Penny-precise calculation engine runs every batch automatically. 206 automated tests verify accuracy.
Payment reconciliation
40+ hrs/weekManual matching across systems, missed payments slip through
Daily batch processor matches and reconciles across all data sources. Zero manual interventions.
Client communications
Manual outreach1-3% reply rate industry average, thousands of clients unreachable
AI-classified email campaigns with personalized outreach. 42% reply rate across thousands of clients.
Compliance reporting
Hours per reportManual assembly from multiple sources, risk of missed filings
Automated report generation with audit trails. Every transaction tracked end-to-end.
Operations monitoring
Constant vigilanceNo visibility until something breaks, reactive firefighting
Real-time dashboards, sales leaderboards, and automated alerts. Problems surface before they cost money.
Data pipeline processing
Daily manual workMultiple partner formats, matching errors, data stuck in silos
16-script daily orchestrator ingests, matches, and processes data from every source — with reporting on every run.
The Math
What changes when manual work disappears.
Time recovered
40+ hours/week of manual work eliminated
Errors eliminated
Zero manual interventions required per day
What you get
5 production systems running daily, 8 weeks from conversation to production
How We Build It
Three phases. Each one delivers working automation.
Discovery
2 weeks
We map your current workflows — calculations, reconciliation, reporting. We measure the hours, find the errors, and identify what should be automated first.
Build
4-8 weeks per phase
Process by process. Each phase delivers working automation — not a prototype. You see results before committing to the next phase.
Operate
Ongoing
We stay. We maintain the systems, monitor performance, and find the next process to automate. There's always something new to build.
Based on 1.5 years of production work — five systems, 70K+ client accounts, zero manual interventions.
Start with a 2-week discovery of one area.
Your settlement team runs calculations in spreadsheets. We've built penny-precise engines that handle this daily.
Typical engagements: $25K–$150K, fixed-price per phase.