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Onboarding, compliance checks and reporting that have to be right every time and leave an audit trail. We automate this work for New Zealand organisations on UiPath and Microsoft Power Automate, with AI agents where judgement is needed.
These are the processes we see most often as first candidates in banking and finance. Each one is measured before we change it, so the result is visible.
Identity documents checked, records created across systems and exceptions sent to a person, with every step logged.
Data gathered from source systems, reconciled and assembled into returns, with the working kept for review.
Transactions matched across ledgers and statements, with breaks investigated and explained before they age.
Applications, variations and settlements moved through checks and systems without re-keying.
A closed trading platform with no APIs turned into one guided adviser experience, returning 40,000 hours a year to client-facing work.
The services organisations in banking and finance use most.
Software robots on UiPath and Power Automate that take over the rule-based work between your systems: invoices, data entry, onboarding, reporting.
Read moreAgents that read, decide and act within the rules you set, and hand anything outside them to a person. Built to sit alongside your existing robots.
Read moreSensitive data found, classified and protected at the field level, so it stays usable in analytics and AI without being exposed.
Read moreYour first consultation is free and comes with no obligation. It is a working session, not a pitch: bring a process that is costing your team time and we will tell you plainly whether automation fits it, which platform we would use, and what a pilot would look like.