Faster Onboarding,Less Compliance Admin
KYC, onboarding, and compliance checks are essential, and mostly manual. We automate document extraction and verification, with people approving every decision that matters. It's the same approach behind KYC Pack, our compliance product.
- Advisers & wealth
- Lenders & brokers
- Insurance
- Accounting firms
Where the hours go
For financial services firms, the same three problems come up again and again.
Onboarding drags on
Clients wait days while staff chase documents and check them by hand.
Skilled people doing admin
Qualified staff spend hours re-keying ID documents, proofs of address, and financial statements.
Audit anxiety
Checks recorded across emails and spreadsheets make it hard to prove what was done, when, and by whom.
Where software & AI pay off
The systems with the fastest payback, most of them already proven in production.
KYC document extraction
Extract and cross-check information from IDs, proofs of address, and company documents, ready for a person to approve.
86%less busywork and admin with KYC Pack
Statement & contract analysis
Pull key figures and clauses out of statements, applications, and contracts, and flag anything unusual.
We build it so every extracted value links back to its source.
CRM data cleansing
Deduplicate, normalise, and enrich client records so reporting and compliance checks run on clean data.
Up to 80%fewer duplicate records in client CRMs
Audit-ready workflows
Approvals, routing, and role-based access built into the software, with a complete audit trail for every action.
Who did what, when, and why, always on record.
Client portals
Secure portals where clients upload documents, track progress, and sign off, without the email back-and-forth.
Fewer chasers, faster onboarding, happier clients.
Proof, not promises
Systems we've designed, built, and run for financial services firms.
KYC & compliance processing
The challenge
Compliance checks meant extracting and verifying information from client documents by hand, one file at a time.
What we built
KYC Pack: document extraction and information analysis that prepares each check for a person to review and approve.
- 86%less busywork and administration
CRM data cleansing
The challenge
Duplicate and inconsistent client records made CRM reporting unreliable.
What we built
Normalisation, deduplication, and enrichment pipelines for CRMs and ERPs.
- Up to 80%fewer duplicate records, and far more accurate reporting
Want the full picture?
Get in touch and we'll send you detailed case studies relevant to your use case.
Start small. Prove it. Then scale.
Whether it's new software, a rebuild, or AI, every engagement follows the same path. Each step has a fixed scope and a clear deliverable, and you decide whether to go further.
Free Strategy Call
30 minutes · Free
Talk through your operations, systems, and goals with a senior engineer. You'll leave with concrete next steps, whether or not we work together.
Assessment
1–2 weeks
We map your workflows and systems, find where time and money go, and give you a prioritised plan: what to build, fix, or automate with AI, with cost and risk for each.
Prove It
2–4 weeks
A working AI proof of concept on your real data, or a first working slice of new software, so you see real results before committing to the full build.
Build & Integrate
Weeks, not years
We engineer the production system, integrate it with your tools, migrate your data, and ship in increments you can see every week.
Run & Improve
Ongoing
We keep it secure, monitored, and improving under an SLA, and keep finding the next win on your roadmap.
FAQs
Yes, when it's engineered properly. We use enterprise AI services with zero-retention settings, host in the EU or your region, isolate your data, and log every action. We regularly sign NDAs and DPAs and complete security questionnaires.
No. The AI extracts, cross-checks, and flags. A qualified person makes the final decision, and every step is recorded for audit.
Yes. We integrate with the systems you already use, so checked data flows straight into your CRM or case management system instead of being re-keyed.
With a free 30-minute strategy call with a senior engineer. We'll talk through your operations and systems and suggest practical next steps, whether or not we work together.
If it makes sense, the next step is a short, fixed-scope assessment, so you know exactly what you'd get, and what it would cost, before committing to a build.
Take the admin out of compliance
Book a free 30-minute call with a senior engineer. We'll walk through your onboarding and compliance workflow and show you what can safely be automated.
- Senior engineers, never trainees
- 3+ year average client relationships
- Offices in Ireland & South Africa