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
Off-the-shelf tools weren't built for your firm's distribution waterfalls or the reconciliation rules specific to your custodians and accounts. We scope the exact manual process costing your team time, design the automation around it, and ship it. You get a direct line to the engineers who built it, not a support ticket queue.
Every system we build is designed with your regulatory context in mind from day one. Audit trails, role-based access controls, and data segregation aren't features you have to ask for, they're defaults. Whether your environment requires bank examination readiness, SEC recordkeeping, or SOC 2 alignment, we architect accordingly.
Each engagement runs in its own isolated environment. No shared infrastructure, no co-mingled data, no third-party data brokering. We sign NDAs before scoping calls, and we 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.
Fast response times
Financial operations don't pause for sprint cycles. When a workflow changes, the automation needs to change with it. We stay on through rollout and support, patching and iterating quickly without the overhead of a large vendor relationship.
Built to expand with you
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.