AI automation for Finance
NYC's finance firms — wealth management, hedge funds, accounting practices, and family offices — burn thousands of hours on manual reconciliation, compliance reporting, and trade ops. We deploy RPA bots + AI agents that cut 30+ hours a week, eliminate manual data entry errors, and give compliance a complete audit trail by default.
Finance — by the numbers
Real NYC results from our deployments
Hours saved / week
30+
Reconciliation accuracy
99.9%
Audit trail coverage
100%
NYC firms served
12+
What NYC operators tell us
Pain points in finance
The manual work that eats your team's week. We've seen these patterns across NYC operators — and we've automated all of them.
Manual reconciliations
Your ops team spends 10–30 hours a week matching custodian feeds, bank statements, and CRM records by hand. A single reconciliation error can mean a missed trade, a fine, or a lost client — and the risk grows with every new account.
Compliance reporting
FINRA, SEC, and state regulators want detailed audit trails. Your team compiles reports by exporting from 5+ systems, hand-formatting them in Excel, and praying the numbers tie. One off-by-one error can trigger a finding.
Trade ops overhead
Trade booking, allocations, corporate actions, confirmations — every step has a manual component. Your best people spend their days doing copy-paste work instead of building client relationships.
Client onboarding paperwork
KYC, AML, suitability forms, disclosures — every new client means a stack of documents. Your team manually enters the same data into 3+ systems. Mistakes here cost weeks of back-and-forth.
What we deploy
AI solutions that actually fit
Concrete applications of AI for NYC finance businesses. Each one ships in 7–14 days, runs in your environment, and includes human-in-the-loop fallback.
RPA for invoice & reconciliation
Bots pull custodian feeds nightly, match against your books, flag anomalies for human review, and reconcile to your accounting system — 100/hour at 99% accuracy. Compliance gets a full audit log by default.
AI fraud & anomaly detection
An AI agent watches every transaction in real time, scores risk against historical patterns, and routes high-risk cases to your compliance team in Slack with full context — minutes, not weeks.
Automated compliance reports
A scheduled bot pulls from all your systems, formats to FINRA / SEC / state regulator templates, and drops a clean PDF in your inbox the day before it's due. No more all-night formatting sessions.
KYC / AML intake agents
An AI agent ingests new client paperwork, extracts the data, populates your CRM and compliance systems, and routes flagged cases for human review. Client onboarding drops from 5 days to under 24 hours.
Finance in action
Real NYC result
One NYC operator. One deployment. Measurable outcome.
Midtown Manhattan, NYC
30 hrs
saved per week
Client
Midtown Advisory Group
The challenge
A 40-person wealth management firm was burning 30+ hours a week reconciling client reports across three custodians, with manual compliance checks slowing every client review.
The solution
We built an RPA + AI hybrid pipeline: bots pull custodian data nightly, an AI agent flags anomalies, and a reconciliation bot generates review-ready PDFs. Compliance gets a full audit trail automatically.
The result
30 hours/week saved, 100% audit trail coverage, and client reviews now ship in under 24 hours instead of 5 business days. The firm onboarded 8 new clients without expanding operations headcount.
“We didn't add headcount — we added capacity. That's the whole point.”
— Priya N., COO
How we deploy
The finance deployment sprint
From kickoff to production in 14 days. We've shipped this exact playbook for NYC finance businesses — here's what you'll see at each step.
Compliance audit
We map your FINRA / SEC / state requirements, your current data flows, and where humans are doing machine work. Compliance signs off on the audit plan.
Build & sandbox test
We engineer the RPA bots + AI agents in a sandboxed copy of your environment. Compliance reviews every workflow before production.
Shadow-mode deploy
Bots run parallel to humans for 48 hours. You see every action they take. We cut over once accuracy is verified on real data.
Monitor & report
We monitor reconciliation accuracy, anomaly catches, and audit trail completeness. Monthly reports go to compliance automatically.
Zero ongoing risk
Cancel anytime after implementation
10–14 day deployment
100% engineered, zero team downtime
Monthly tuning
Continuous monitoring & optimization
Where we work
NYC neighborhoods we serve
We're NYC-headquartered and we've deployed automation in these neighborhoods. Want someone local who gets the pace of business? You found us.
Finance FAQ
Questions we get asked
The most common questions NYC operators ask before hiring us — answered straight.
Ready when you are
Automate your finance business — live in 14 days.
Book a free 15-minute NYC AI Audit. We’ll map your workflows, identify the highest-ROI automation, and hand you a one-page opportunity map — no obligation.