Financial Services & NBFC Back-Office
The core system, the accounting tool, the bank and exchange files and the spreadsheets do not talk, so the same numbers get re-keyed and never quite agree; the owner asks one question and four people pull four sheets that disagree; nobody trusts the number because nobody can trace it; and in a regulated firm an untraceable number is a misstatement waiting to happen.
Who has it
Across all segments running a CBS or loan-management system alongside an accounting tool, exchange or bank files, and spreadsheets that do not talk to each other.
What we build
Reliable read-only connectors that bridge what already exists (the CBS or loan-management system, the accounting tool, the bank and exchange and depository files) into one source-linked layer, every figure traceable to its source system, kept on the firm's own infrastructure where data-localization and security review require it. We do not force a rip-and-replace of the core system the compliance head will never sign off on. This is the trusted base every dashboard, question, reconciliation and alert above stands on.
What is automated, where AI helps, who signs off
The reliable spine
The non-AI spine is the integration itself: read-only connectors, deterministic mapping and matching rules, and a source-linked store where every figure is traceable to its origin system, all run on the firm's own infrastructure where required.
Where AI helps
AI plays almost no part in this layer beyond helping match messy reference data and reconcile naming across systems; the connectors, the figures and the contracts are all deterministic, and no AI output is treated as a source of truth.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
One source of truth that updates on its own and stays on the firm's own infrastructure; every later dashboard, question, reconciliation and alert stands on the same trusted, traceable base; hours of manual export-and-merge removed each week.
Illustrative outcome
Re-keying and reconciliation-by-hand hours removed weekly, on a base every figure can be traced through.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.