Process Discovery

Stop Guessing How Your Financial Operations Actually Run

We build custom AI that maps, automates, and scales your real-world processes—not the documented ones.

Industry Context

Financial services are under pressure from rising regulatory complexity, thinning margins, and legacy system constraints. Manual processes—reconciliations, compliance checks, client onboarding—persist because of strict audit requirements and risk aversion. Talent shortages and remote work make it harder to maintain institutional knowledge. Most firms can't accurately describe how work actually gets done, which leads to operational drift, compliance gaps, and waste.

By the Numbers

68%

of financial processes have undocumented exceptions

Deloitte Banking Ops, 2024

22%

of operating costs from process rework

McKinsey Banking, 2024

faster process mapping with AI vs. traditional methods

Gartner Process Mining, 2025

The Problem

What you're dealing with

Month-end close takes 10 days because reconciliations require manual spreadsheet work across 4 systems

New hire training takes 6 months because exception handling procedures are undocumented

Compliance audits uncover process deviations that were never recorded or approved

Client onboarding stalls because status updates are trapped in email threads and spreadsheets

The Solution

How it works

We start by interviewing your team with AI-driven sessions that capture how work actually happens—not how it's supposed to. We analyze this data to find bottlenecks, variations, and compliance risks. Then we build a custom AI system that fits your specific systems, data sources, and operational constraints. Using our internal tooling, we build and deploy a working system that automates manual steps, enforces consistency, and provides full auditability. You get a system that connects to your existing tools—delivered in weeks, not months.

Atlas

AI-driven process discovery and mapping from real user interactions

Arc

Custom workflow automation builder and deployment

In Practice

Before and after

Before

A trade reconciliation analyst manually downloads reports from 3 systems, compares them in Excel, emails discrepancies to traders, and tracks responses in a shared spreadsheet.

After

We built a custom AI agent that pulls data from all systems, flags exceptions in real time, routes them to the right person via Slack, and logs every action in your existing audit system.

1 We interviewed your reconciliation team to understand their actual workflow variations
2 We designed an AI system that connected to your CRM, trading platform, and compliance database
3 We built and deployed the system using our internal tooling, with full testing and user training

6 weeks

Average delivery time

From discovery to deployed automation for financial operations clients

FAQ

Common questions

How do you ensure compliance with financial regulations?

All systems include audit trails, role-based access, and data integrity checks from the start. We work within your existing compliance framework and validate with your legal or risk teams.

What if our processes change after you build the solution?

We build systems that adapt and include monitoring for process drift. We provide documentation and support so your team can make adjustments—or we can handle updates.

How is this different from buying a SaaS tool?

We build a custom system for your exact systems, data, and people. You own it outright—no subscriptions, no vendor lock-in, no generic features that don't fit.

How long does it take to see results?

We typically deliver a working system in 4-6 weeks. The first automations often go live within 2 weeks of starting.