01
KYC Onboarding
Automated customer verification
Connects
Applied intelligence
- Analyze US Govt ID
- 01
Trigger
ID uploaded to Azure Blob
- 02
Processing
Analyze US Govt ID validates
- 03
Delivery
Workday Person creates record
Industry 05 — Use cases
Financial Services automation
Automate KYC, invoice processing, compliance reporting, and transaction monitoring with enterprise-grade security.
9+
Ready-made use cases
18+
Connected integrations
6+
AI services applied
Solution catalogue
Financial Services use cases
Every case is a deployable flow: source systems, AI service and operational destination already wired together.
02
Invoice Processing
Automated AP workflows
Connects
Applied intelligence
- Expense/Invoice Analysis
- 01
Trigger
Invoice received
- 02
Processing
Expense/Invoice Analysis extracts data
- 03
Delivery
Workday Payroll schedules payment
03
Compliance Reporting
Automated regulatory reports
Connects
Applied intelligence
- 01
Trigger
Workday Accounts pulls data
- 02
Processing
Text Summarization creates digest
- 03
Delivery
Drive stores reports
04
Loan Processing
Automated loan approval
Connects
Applied intelligence
- 01
Trigger
Application received
- 02
Processing
Extract Text reads documents
- 03
Delivery
Salesforce tracks applicant
05
Transaction Monitoring
Real-time fraud detection
Connects
Applied intelligence
- 01
Trigger
Transaction data
- 02
Processing
Analyze Tables detects patterns
- 03
Delivery
Twilio Messaging notifies security
06
Client Reporting
Portfolio reporting automation
Connects
Applied intelligence
- 01
Trigger
Data in Sheets
- 02
Processing
Analyze Tables processes
- 03
Delivery
Google Slides generates reports
- 04
Follow-up
Gmail sends
07
Contract Analysis
Automated contract review
Connects
Applied intelligence
- Query Document
- 01
Trigger
Contracts in Box
- 02
Processing
Query Document extracts key terms
- 03
Delivery
Slack alerts legal team
08
Expense Management
Automated expense processing
Connects
Applied intelligence
- Expense/Invoice Analysis
- 01
Trigger
Receipts uploaded
- 02
Processing
Expense/Invoice Analysis extracts data
- 03
Delivery
Xero Accounting creates entries
09
Account Opening
Digital account creation
Connects
Applied intelligence
- Analyze US Govt ID
- 01
Trigger
Documents submitted
- 02
Processing
Analyze US Govt ID verifies identity
- 03
Delivery
Salesforce creates customer
Connected stack
The systems you already run, orchestrated
These connectors power the flows in this industry. Each one ships as a ready-to-use integration, with no custom development.
Azure Blob StorageWorkday PersonGmailXero Payroll AUXero IdentityWorkday PayrollWorkday AccountsWorkday ConnectGoogle DriveSalesforce PlatformDocusignBoxAWS LambdaGoogle SheetsTwilio MessagingGoogle SlidesSlackXero Accounting
View all integrations→Your operation, automated
Automate your Financial Services processes
Start with one use case and scale to the rest of your operation on the same platform.