Use cases

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Financial Services
PEP & Sanctions Check

Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions

Financial Services
Account & Transaction Operations
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Financial Services
Account Creation

Streamline and automate data collection and creation of financial accounts

Financial Services
Account & Transaction Operations
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Financial Services
Account Reconciliation

Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.

Financial Services
Account & Transaction Operations
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Financial Services
KYC & Onboarding

Enables faster KYC & Onboarding by automating data gathering and eliminating manual checks

Financial Services
Account & Transaction Operations
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Account & Transaction Operations
Invoice Creation

Create and send invoices with this automated process

Account & Transaction Operations
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Financial Services
Master Data Collection

Create and maintain your "single source of truth" the automated way

Financial Services
Account & Transaction Operations
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Financial Services
Balance Reporting

Collect and structure data to report on balances automatically

Financial Services
Account & Transaction Operations
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Financial Services
Account Closing

Close accounts and automate documentation in a streamlined process

Financial Services
Account & Transaction Operations
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Financial Services
Card Issuance

Automate the creation and issuance of new credit or debit cards

Financial Services
Account & Transaction Operations
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Financial Services
Dunning

Automate customer communications and internal measures taken for accounts past due

Financial Services
Account & Transaction Operations
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