Financial Services

Grow the book, not the manual work.

New clients cleared through KYC before the first call. The bank feed reconciled before finance sits down. The client brief ready before the meeting.

Book a demo

Every new client is a case.
The queue is where it lands.

01

Every new client adds cases: files to verify, accounts to open, reports to collect. Your team absorbs the growth by working later, until there is no later left.

02

The documents arrive as PDFs in a shared mailbox: fund reports, capital calls, client files. Someone reads each one and types it into the system it belongs in.

03

Reconciliation waits for month-end, so a break sits unnoticed for weeks and gets harder to trace with every day that passes.

04

Your reps prepare for client meetings from memory and an hour of digging. The account's full story sits in your systems, and nobody has the hours to read it.

From client onboarding to bank reconciliationwith the back office you have today

AI agents that verify, match, reconcile and prepare inside the core systems you already run, with an audit trail on every action.

KYC & AML Verification

Every new client checked the moment their file arrives.

Identity documents and source of funds arrive as one file. Every check your team requires runs on it, sanctions screening included, each result logged on the case. Routine files clear inside the rules your compliance officer sets. Enhanced due diligence goes to a named reviewer, the checks run and the reason attached.

Nina · Order Intake12 onboarded today1 case for review
Nina

Nina · Order Intake

KYC & AML

12

Atlas Capital Partners

Identity · source of funds

Cleared

Meridian Fund LP

Sanctions + PEP screen

Cleared

Northwind Holdings

Enhanced due diligence

Review
12 clients onboarded today1 EDD flag surfaced
Fund Documents

Capital calls, valuations and fund reports read the moment they arrive.

They land as PDFs in a shared mailbox, matched to the portfolio record they belong to. The values are written back with the source document attached. Managers whose reports are still out get chased until they are all in. What does not clear goes to its owner.

Eva · Accounts Payable9 of 12 reportsFollow-ups sent
Eva

Eva · Accounts Payable

Portfolio Reporting

Running
9of 12 reports received
Apex Fund IIIPending
Relay VenturesPending
Northshore CapitalPending

Eva chased the 3 reports still outstanding

Bank Reconciliation

The bank feed matched every morning. Not at month-end.

Every line on the day's feed is matched against the ledger on that account, and you decide which matches clear on their own. A timing difference comes back as one, due to clear tomorrow. A break surfaces the morning it happens and reaches a named person in finance, transaction, account and likely match attached.

Daniel · Collections1,189 of 1,204 matched12 flagged
Daniel

Daniel · Collections

Daily bank match

Matched
1,189of 1,204 matched
Flagged for review12 items
Escalated to finance3 items

Matched against GL this morning

Meeting Prep

The client brief on the rep's desk before they walk in.

Blocks reads the account end to end in your own systems. One brief comes back: open items, gaps, opportunities and what changed since the last conversation. Your rep walks in knowing where the account stands, and spends the hour on the client. Across the book, an account gone quiet reaches the rep who owns it.

Maya

Maya · Growth Opportunities

Meeting prep

Ready
Calverton Grouptoday 10:30
Open items3 · fee question pending
Gone quietadvisory line, no activity
Opportunityreporting fits two new funds

On the rep's desk before the 10:30

The AI workforce behind your financial operations.

AI agents that work inside the core systems your firm already runs, with every action logged as it happens.

Watch a Tuesday run itself.

The bank feed matched, a client file for review, fund reports still outstanding. Every break surfaces the day it happens.

  4. Resolved today · 3
DanielCollections31m ago

This morning's feed ran 1,204 lines and 1,189 matched the ledger. Three are timing differences that clear tomorrow · twelve need you · I'd post the matches and send you those twelve.

1,189 of 1,204 lines matched

Three unmatched lines are timing differences that clear tomorrow. Twelve need a decision, each with the transaction, the account and the likely match attached.

Supporting evidence

Matched1,189 of 1,204

Where the day landed

Matched automatically1,189Posted
Timing differences3Clear tomorrow
For your review12Likely match attached
Largest open item$4,180 receipt, no reference
Match rate98.8%For your review12Break ageSame day
Post the matched linesOpen the twelveSnooze

Connected to everywhere work happens.

The agents run on top of the systems you already have.
No rip-and-replace.

SAPNetSuiteMicrosoft Dynamics 365SalesforceOracleSageAddeparSAPNetSuiteMicrosoft Dynamics 365SalesforceOracleSageAddeparSAPNetSuiteMicrosoft Dynamics 365SalesforceOracleSageAddeparSAPNetSuiteMicrosoft Dynamics 365SalesforceOracleSageAddepar

+ Any core system

What financial services teams ask before they start

How fast are we live?

You see it running on your own data within four weeks. One job first. Once it is doing the work, we add the next.

Do we need to change our systems?

No migration, and no new screen for your team. Blocks reads and writes in the systems you already run, from the general ledger to your portfolio and client systems. The work moves. The tools stay.

How do agents learn how we work?

We sit with your teams and learn your processes. Each agent gets the context and access it needs, so from day one it knows your rules, your limits and your review standards. Judgment stays with your team.

How much control do we keep?

All of it. Track and review every action an agent takes, give feedback, redirect priorities. You decide which steps follow a fixed rule and which are left to judgment. You direct, they execute.

Who runs this once it is live?

We do. A named team builds it, watches it and improves it with you, so your team stays on the exceptions and the decisions. The platform is there when you want to build something new.

Do the agents approve KYC files?

Your compliance team does. The agents open the file, run every check your team requires and log each result on the case. Your compliance officer sets which routine files clear on their own, and can change it.

What if an agent gets something wrong?

You teach it, like a new employee, and it improves. Every action is logged: the document it read, the rule applied. Your team sees and corrects it the same day. Our experts are with you all the way.

What happens when an agent is unsure?

It stops and asks. Agents work inside thresholds you set, and a case outside them is never forced through. It reaches a named person with the document, the checks it ran and the reasoning that stopped it.

What do we show when someone asks who did what?

The full trail. Every action is logged against the record it touched: the document read, the rule applied, who reviewed it and when. Access follows your firm's rules. Your team can open any case and see why.

Work with us

Your Dedicated Human Experts

Schedule a call

Dedicated ops support

A hands-on partner who maps your processes and gets you to deployment.

Customized system architecture

We design the exact system around your most ambitious workflows.

End-to-end implementation

From setup to go-live, we handle every step of the build.

ISO 27001SOC 2 Type IIGDPR

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.

Visit our trust center