Home/Industries/Finance/Operations

AI Engineering for Financial Operations

We automate trade reconciliation, cash break resolution, position reporting, and counterparty management — built and operated for you.

Book Assessment →

What We Automate

We don't know every problem in your operation. You do. These are the types of work we engineer AI for. You tell us where it hurts most.

Billing, Payments & Reconciliation

→

Your team spends hours reconciling trades across counterparties. We do it in minutes.

trade reconciliation cash breaks custodian matching

Data Entry Automation

→

Your team re-types data from one system to another. We eliminate that.

trade confirmations settlement instructions position entries

Reporting & Consolidation

→

Multi-feed data pulled together so the front office sees one picture.

position reports P&L attribution exposure summaries

Risk Detection

→

Patterns hiding in your data that your team can't catch at scale. AI finds them.

settlement failures pricing anomalies counterparty risk

Incoming Request Processing

→

Requests come in from everywhere in every format. We read, classify, and route them.

trade confirms margin calls corporate actions

Compliance & Audit Readiness

→

Every audit is a fire drill. We keep you ready all the time.

trade surveillance best execution regulatory reporting
See How We Work →
Case Studies Pricing

Common Questions About AI for Financial Operations

How do we start?
We start with a 2-week AI Roadmap. Our engineers spend time inside your operations team — watching your analysts reconcile trades, mapping your cash break resolution process, measuring your position reporting cycle. The output is a ranked list of workflows by ROI, with implementation timelines and expected savings. No commitment to build beyond the roadmap.
What does my team do differently on day 1?
Almost nothing. The first workflow runs alongside your existing process — AI processes trade reconciliations or cash breaks in parallel while your team works normally. Once accuracy is validated (typically 2-3 weeks), we switch over. Your ops team starts managing exceptions instead of processing everything manually. The transition is gradual, not a big bang.
How does this work with our OMS and PMS?
We build on top of your existing systems. We integrate with Bloomberg AIM, Charles River, Geneva, Advent, and every major OMS and portfolio management system. The AI layer connects your trading, middle office, and accounting systems. Your IT team keeps managing infrastructure. We build the automation that sits between your systems.
What about regulatory reporting requirements?
Every workflow we build respects your regulatory framework. The AI validates data against reporting requirements, flags potential issues, and prepares submission-ready data. We maintain audit trails for every automated step. The AI doesn't make regulatory decisions; it eliminates the manual work around compliance.
How do we measure success?
We define success metrics with you before building anything. Typical metrics: trade reconciliation time, cash break resolution speed, position reporting accuracy, and operations analyst capacity. We set up dashboards that show before/after in real-time. If the numbers don't improve within 90 days, we fix it on our dime.
What's the total cost for year 1?
Two options. Per Workflow: $25K-$75K per workflow, best for starting with one high-impact process like trade reconciliation or cash break resolution. Dedicated Team: ~$22K/month for 2+ AI engineers embedded in your operation, building multiple workflows continuously. Most financial ops teams start with one workflow, prove the ROI, then move to a dedicated team.

Your operations are too complex for manual processes.

Book a free 30-minute AI Assessment. We'll map your highest-volume workflows and show you the 3 processes with the highest ROI.

Book Your AI Assessment