Back-office automation at audit-grade reliability
A regulated services firm spent thousands of analyst hours per month reconciling data across legacy systems — error-prone, slow, and impossible to scale.
We deployed a workflow agent grounded in the firm's source-of-truth systems, with deterministic verification steps, full action logs, and a human-in-the-loop checkpoint for material exceptions.
- Throughput per analyst lifted significantly
- Every action replayable and auditable
- Exception rate reduced and trended week-over-week