Fintech and payments
Regulated flows, where the automation has to be auditable
Payment operations, onboarding and reconciliation in a regulated setting. The constraint here is not capability, it is evidence: every automated decision needs a log somebody can defend, and the security review is part of the sale rather than an afterthought.
- Shipped here
- 1 published
- Patterns ready
- 4
Where the hours are
What we look at first.
Roughly in the order the answer turns out to be. The first is usually the cheapest and the fastest.
- 01
Operator and merchant onboarding
One path from first contact to first live payment, with the regulated steps fixed and only the integration variable.
- 02
Reconciliation sweeps
Cross-reference statements against the system of record and route only the exceptions to a human. The rest closes itself.
- 03
KYB and document review
Structured extraction and pre-checks ahead of the human decision, with the decision itself left human and logged.
- 04
Support and dispute triage
Classify, gather the context from the systems involved, and hand the agent a case that is already assembled.
Built before
The second build costs less.
Deal Screen
Qualifies inbound opportunities before a human opens them
Parses the listing, offering memorandum or submission, runs your own arithmetic, ranks against your stated criteria, and filters out what never deserved attention.
Document Chase
Tracks what is missing and keeps asking
Knows which documents a file requires, notices what has not arrived, chases politely and repeatedly, and routes the complete file onward to whoever is waiting for it.
Reconciliation Sweep
Closes what matches, escalates only the exceptions
Cross-references statements, invoices or payroll data against the system of record, settles the clean matches, and routes only the discrepancies to a person.
The Cabinet
A cited answer over everything you already know
An internal agent across your documents, meetings and operational systems that answers with its sources attached, and says it does not know instead of guessing.
We are generalists. This list is not a limit
- Coliving & propertyThe operating work between a booking and a move-out
- Real estate techDeal flow, portfolio reporting, and the admin around both
- InsuranceSubmissions, claims intake, and the paperwork in between
- Consumer techProduct surface, support volume, and growth plumbing
- Business opsThe work every company has and nobody owns
What does your team still do by hand?
Thirty minutes. No deck. Sometimes the answer is that you do not need us, and that is a short call.
Book thirty minutes3 engagements at a time