Workflow Automation

Automate financial workflows without the SaaS lock-in.

We build custom AI solutions for your specific processes, systems, and regulatory requirements.

Industry Context

Financial services are under pressure from regulators, rising operational costs, and legacy systems that resist integration. Manual processes dominate critical workflows—reconciliations, compliance checks, client onboarding—creating bottlenecks and errors. Back-office staffing shortages make it worse, and market volatility demands faster responses. Firms need automation that fits their environment, not off-the-shelf software that forces compromises.

By the Numbers

36%

of back-office tasks still manual in banking

McKinsey Banking Operations, 2024

$7.3B

annual savings from automation in financial services

Accenture Banking Report, 2025

4-6 weeks

to automate a core financial workflow

Impactia delivery data

The Problem

What you're dealing with

Daily trade reconciliations require manual matching across multiple systems, delaying exception handling by hours.

KYC and onboarding involve repetitive data entry from scanned documents, slowing client acquisition.

Month-end close means consolidating spreadsheets from dozens of departments, with version control problems throughout.

Regulatory reporting requires manually pulling data from siloed databases, putting compliance deadlines at risk.

Audit trail generation for transactions is done by hand, increasing operational risk and labor costs.

The Solution

How it works

We start by mapping your actual workflows—not the documented ideal—through AI-driven interviews with your team. This shows us the real bottlenecks, system dependencies, and regulatory constraints. We then build an AI system tailored to your environment: automating data extraction from documents, connecting to your core banking systems, or building custom validation logic for compliance. Using our internal tooling, we build and deploy in weeks, not months. You get a working system that fits your processes, not a generic product. We handle the integration, testing, and deployment so your team can focus on oversight and exceptions.

Arc

Automates document processing and data extraction from financial forms and reports.

Wand

Runs workflow logic and integrations between your existing systems and the new automation.

In Practice

Before and after

Before

A trade reconciliation analyst manually downloads trade files from three systems, lines them up in Excel, and flags discrepancies by email. This takes 3 hours daily and delays exception resolution.

After

We built a system that pulls trade data from all sources, matches entries using your business rules, and flags exceptions in a dedicated dashboard. The analyst now reviews only mismatches—20 minutes instead of 3 hours.

1 Automated data ingestion from FTP, APIs, and core systems
2 Custom matching logic based on your reconciliation rules
3 Exception dashboard with drill-down capabilities
4 Integration with your ticketing system for unresolved items

6 weeks

From kickoff to live automation

For a mid-sized asset manager automating trade reconciliations

FAQ

Common questions

How is this different from buying a workflow automation SaaS?

We build a system specific to your processes and systems. You own the IP, and it connects natively to your environment. No forced workflow changes or subscription fees.

How do you ensure compliance with financial regulations?

We design the automation around your existing compliance controls and audit trails. The system logs every action and can be checked against your regulatory requirements.

What if our processes change after deployment?

We build modular systems that your team can adjust, or we provide support for updates. The system is built to grow with your operations.

How long does it take to see results?

Most projects deliver a working system in 4-6 weeks. We start with a high-value workflow to show ROI fast.

Do we need to hire technical staff to manage this?

No. We handle the build and deployment. Your team manages the process through a simplified interface built for business users.