Solutions
Find the workflow that looks like yours.
The same engineering discipline applies everywhere. What changes is the document set, the control environment and who has to sign.
By industry
Where we work.
PropTech and Rental Fintech
AI inside property management and rental financial products: applicant screening, income verification, rent and fee reconciliation, and underwriting support that a compliance reviewer can follow line by line.
- Applicant screening and income verification
- Rent and fee reconciliation
- Deposit alternative and rent advance underwriting
- Affordable housing compliance evidence
Commercial Real Estate and Real Estate Investment
Lease and loan documents are long, inconsistent and consequential. Agents extract the terms with citations; code computes the numbers and flags what changed.
- Lease abstraction
- Rent roll normalization
- Acquisition diligence
- Investor and lender reporting
Insurance
Submission intake, claims file review and policy language retrieval, with every extracted fact traced back to the page it came from.
- Submission intake and triage
- Claims file review
- Policy language retrieval
- Loss run normalization
Wealth and Asset Management
Client servicing, suitability evidence and reporting workflows built so the output is defensible to compliance, not just fast.
- KYC and suitability refresh
- Client reporting support
- Manager and fund research
- Meeting prep and note capture
Banks
Credit memo drafting, KYC file assembly, policy Q&A, exception queues, and complaint triage — each with a reviewable trajectory for audit.
- Credit memo drafting
- KYC/AML file assembly
- Policy and procedure Q&A
- Complaint triage
Credit Unions
Member service assistance, loan file review, and back-office automation sized for lean teams and examiner scrutiny.
- Member service assist
- Loan file completeness
- Board and NCUA reporting prep
- Deposit ops exceptions
Private Equity
Diligence acceleration across data rooms, portfolio reporting normalization, and IC material preparation.
- Data room diligence
- Portfolio KPI normalization
- IC memo drafting
- Add-on target screening
Venture Capital
Inbound triage, founder research, thesis-matched sourcing, and portfolio update extraction.
- Inbound deal triage
- Founder and market research
- Thesis-based sourcing
- Portfolio update parsing
Private Credit
Covenant tracking, borrower reporting ingestion, and underwriting support with full source attribution.
- Covenant compliance tracking
- Borrower reporting ingestion
- Underwriting support
- Watchlist monitoring
Hedge Funds
Filing and transcript analysis, research synthesis, and operational reconciliation with reproducible outputs.
- Filing and transcript analysis
- Research synthesis
- Trade break investigation
- Investor letter support
Fintech
Support deflection, onboarding review, dispute handling, and risk operations that scale without headcount.
- Support deflection
- Onboarding and review queues
- Dispute handling
- Risk ops automation
Legal
Intake qualification, matter document review and precedent retrieval — with hard guardrails on what the system is allowed to say.
Healthcare Practices
Scheduling and waitlist operations, eligibility and benefits verification, and records intake, held behind human approval.
Recruiting and Executive Search
Resume parsing and reformatting, submittal drafting from intake notes, and reactivation of a database you already paid for.
Home and Field Services
Inbound capture, quoting support, scheduling and structured follow-up so nothing depends on someone remembering.
Professional Services and Agencies
Proposal and reporting workflows, client servicing, and back-office automation sized for lean teams.
Beyond financial services
Adjacent industries we build for.
Same harness, same audit posture — applied where the documents pile up and someone still has to review every one.
Legal
Intake qualification, matter document review and precedent retrieval — with hard guardrails on what the system is allowed to say.
Healthcare Practices
Scheduling and waitlist operations, eligibility and benefits verification, and records intake, held behind human approval.
Recruiting and Executive Search
Resume parsing and reformatting, submittal drafting from intake notes, and reactivation of a database you already paid for.
Home and Field Services
Inbound capture, quoting support, scheduling and structured follow-up so nothing depends on someone remembering.
Professional Services and Agencies
Proposal and reporting workflows, client servicing, and back-office automation sized for lean teams.
By function
Or start from the job to be done.
Most firms recognize themselves faster here than in an industry label.
Research and Diligence
Agents that read the data room, filings, and transcripts, then produce cited findings an analyst can verify line by line.
Credit and Underwriting
Structured extraction from financials and borrower reporting, spreading support, and first-draft credit narrative with source links.
Compliance and Reporting
Policy retrieval, evidence assembly, and report drafting where every claim traces to an approved source document.
Operations and Reconciliation
Exception detection, break investigation, and routing with deterministic rules ahead of model judgment.
Client and Member Servicing
Drafted responses grounded in your own approved language, held behind a human approval step.
Sales and Origination
Lead research, qualification, outreach preparation, and CRM hygiene tied to your pipeline definitions.
Next step
Not sure which applies to you?
Bring two or three processes to a discovery call. We will tell you which are good first candidates and which should wait.