Financial servicesBanking · Insurance · Wealth
Regulated finance operations where the reconciliation burden is heavy, the audit trail is not optional, and an unexplained break is a control finding rather than an inconvenience.
What actually hurts here.
Every assessment starts by measuring these rather than assuming them, but these are the workflows that rank highest in financial services more often than not.
- 01
Daily reconciliation across custodians, sub-ledgers and the GL
- 02
Breaks that age quietly until they become a control finding
- 03
Evidence for audit assembled by hand, after the fact
- 04
Fee and premium billing checked against schedules manually
The agents that apply.
In priority order, based on where the recoverable cost usually sits in this sector. Which one goes first is decided by your assessment, not by this page.
Tally
Reconciliation
Balances sub-ledgers to the GL line by line and hands back a clean exception list instead of a spreadsheet nobody wants to open.
How Tally works →Sterling
Working capital
Reads receivables and payables from the ERP, narrates the cash position daily, and drafts collection sequences ranked by recovery odds.
How Sterling works →Clark
Payables
Extracts vendor invoices from any format and posts the payable straight into SAP or NetSuite, with duplicate detection before anything is released.
How Clark works →Every agent stops at an approval gate until it has earned its way out of one. Nothing releases cash, commits spend or touches a customer without a person saying so.
Your agents are built around your organization.
The way you price, route, approve and escalate is years of accumulated judgment, and it's a real advantage. It belongs to you and it stays with you, we're not asking you to hand over your playbook or fit yourself into someone else's template. We start from how your business already works, encode that logic into agents built for your environment, and leave you with an operation that runs faster with exactly the things that make you good at it still intact.
Bring us one workflow.
Thirty minutes, no deck. Pick the process that costs you most in people, errors or delay, and we'll pressure-test whether an agent is genuinely the right answer for it.
- An honest read on whether that workflow is a good agent candidate
- What the first deployment would involve, and roughly what it costs
- An honest answer if the sequencing is wrong and you should fix something else first