Software for the work your team still does by hand.
Four areas of work, shaped around your existing process and the people accountable for it.
Full-stack application development
Internal tools your team will use.
The work covers web apps, dashboards and workbenches, from the interface down to the APIs, data and deployment. Each figure links back to the record it came from, and access follows the roles that your firm already uses.
A useful starting point
A process spans several systems, but the people running it still have to piece the information together.
The work can include
- Interfaces for the people doing the work
- APIs and integrations with existing systems
- Data access and deployment
Start with the task and the existing systems. Agree which steps the application should own.
How we workReconciliation and reporting
Spreadsheets rebuilt as code.
We rebuild spreadsheet processes as readable code and run the new version alongside the old one until the numbers match. It goes live when the person who owns the process signs it off.
A useful starting point
A recurring reconciliation, pricing refresh or report depends on manual copying and a workbook that is hard to check.
The work can include
- Cash reconciliation workflows
- Pricing refreshes
- Management reporting
Agree the source records, comparison rules and acceptance checks before replacing the current process.
How we workControlled AI adoption
AI your compliance team can approve.
Before any client data reaches a model, someone has to know where it goes, who approved its use and what was logged. We set up the data boundary, approval record and audit trail that answer those questions.
A useful starting point
The business has a useful AI application in mind, but the permitted data, model route and approval responsibilities are unclear.
The work can include
- Defined data boundaries
- Approval records
- Audit trails
Your firm decides what is allowed. Technology and evidence support that decision; they do not replace it.
How we workAgent systems
Agents you can oversee.
Agents carry out multi-step work across your tools, with every run evaluated and a control to stop them. Anything that leaves the firm waits for a person to approve it.
A useful starting point
The work involves several tools and decisions, with exceptions that need a clear route back to a person.
The work can include
- Tool integration
- Evaluation
- Human approval controls
Agree the tools, permitted actions, evaluation criteria and stopping conditions for the specific workflow.
How we work