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Workflows

The patterns we build for finance teams

Every workflow below follows the same shape: source data in, processing, human review, signed output with an audit trail. The examples run in the PE AI Engineering Platform demonstration on illustrative data.

  1. Multi-custodian reconciliation

    Daily matching of custodian statements and position files against the firm's own records.

    1. Custodian statements and position files
    2. Normalise and match against internal records
    3. Exceptions routed to a named reviewer
    4. Signed pack filed with an audit trail

  2. Document ingestion and review

    Contracts, side letters and KYC files read, structured and checked before they reach a decision.

    1. PDFs, scans and email attachments
    2. Fields extracted with cited source passages
    3. Uncertain extracts routed to a reviewer
    4. Approved records stored with citations

  3. Compliance filing preparation

    Data pulled together into regulator-ready filings with the evidence trail intact.

    1. Source data across internal systems
    2. Checks applied and gaps flagged
    3. Prepared filing reviewed by compliance
    4. Filed with an evidence bundle

  4. Internal reporting and dashboards

    Operational numbers consolidated into reports the management team actually reads.

    1. Spreadsheets, portals and APIs
    2. Pipelines consolidate into one model
    3. Anomalies flagged before sign-off
    4. Dashboards and report packs published

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How to read this page

The four workflow patterns are what we build, not what a generic tool ships. Where a workflow would touch a named institution, a regulator or a live system, the build includes the review gate and the audit trail that keep the decision with your people.

Demonstrations run on illustrative data. No live client data, no live external connectors.

Ready to map your own workflow?

Tell us which of these patterns your team repeats.

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