We design and build the technology required to replace manual work done by operations teams.
What we automate
Your team shouldn't be doing by hand what a system can do reliably. We implement the automation that takes it off their plate.
Automated matching, exception handling, and settlement processing across custodians, banks, and fund administrators.
Automated waterfall and allocation calculations that replace manual, spreadsheet driven distribution runs.
Document and data ingestion, and custom reporting that feeds directly into your reconciliation and distribution processes.
Why firms choose us
Three commitments that hold on every engagement, and the controls behind each one.
Off-the-shelf tools don't know your distribution waterfall or the reconciliation rules your custodians actually enforce. We scope the exact manual process costing your team hours, build the automation around it, and ship it. You get a direct line to the engineer who wrote it, not a support ticket queue.
Audit trails, role-based access, and data segregation ship as defaults rather than change requests. We architect to the regime you answer to, whether that's bank examination readiness, SEC recordkeeping, or SOC 2 alignment.
Every engagement runs on isolated infrastructure. Nothing shared, nothing co-mingled, nothing brokered to third parties. We sign NDAs before the first scoping call and treat your information the way a custodian would.
Our commitments
We scope the automation, build it, and stay through rollout so it actually works the way your operations team needs it to.
Scope
We sit with the people doing the work and map the manual process end to end: the exceptions, the workarounds, the spreadsheet nobody documented. You approve a written scope before anything gets built.
Build
We build against your environment rather than a sandbox: your custodians, your data, your controls. You see working software early and often, so there is no six-month reveal at the end.
Stay through rollout
Financial operations don't pause for sprint cycles. When a workflow changes, the automation changes with it, patched and iterated quickly, without the overhead of a large vendor relationship.
And then it expands
We take on engagements at any stage and price point. Once reconciliation is automated, most firms come back for distributions, or the reporting that sits downstream of both. We expand as your automation needs do.
Schedule a working session and we'll map out which manual process to automate first.