Finance · Ops

Financial Services

Reconciliation, reporting and internal tooling.

OPERATING FLOW

6 stages

MODULES

4 product modules

INTEGRATIONS

DEPLOY

Vercel · AWS · Supabase

PROBLEM

Excel-driven reconciliation across multiple custodians and providers.

OPERATING SYSTEM

Typed ingestion pipelines feeding an operations dashboard with alerts and audit trail.

WORKFLOW

From lead to
outcome.

Ingest

Normalize

Reconcile

Approve

Report

Provider connectors with typed contracts.

Rule-based match with exception queue.

Board-ready packs with drilldown.

Every change linked back to an event.

INTEGRATIONS

AWS

PostgreSQL

Snowflake

Slack

BENEFITS