AI built into every workflow.

    Auto-match. Explain exceptions. Detect anomalies. Draft board narratives. Generate remediation plans, from your live data.

    Operational AI. Audit-ready outputs.

    Five structured actions from your live data: auto-match, explain exceptions, detect anomalies, draft board narratives, and generate remediation plans.

    Confidence scores on every match
    Risk scores from 0–100 based on variance patterns
    Framework context applied per account
    AI Reconciliation Engine
    AI-Powered

    Last Reconciled

    2 min ago

    Reconciled

    Accounts

    3

    Active

    Matched (30d)

    47 / 47

    100%

    Frequency

    Hourly

    Running

    Current Position, GBP

    ✓ Fully Reconciled

    Client Liabilities

    £14,230,891

    Safeguarding Account A
    Northgate
    Safeguarding Account B
    Northgate
    Safeguarding Account C
    Northgate

    Bank Balances

    £14,230,891

    Northgate Safeguarding A
    Northgate Safeguarding B
    Northgate Safeguarding C
    Variance£0.00 · Coverage 100%

    Ask questions. Get answers.

    Your AI assistant sits on every screen, aware of your current compliance position. Ask in plain English, get a clear answer and the next step.

    Answers without leaving your workflow
    Aware of your live compliance position
    Explains findings in plain English
    Compliance Assistant
    Online · Context loaded

    What's our current compliance position?

    Your overall compliance score is 94.2%. You have 2 active findings, both low-severity, and zero overdue remediation actions. GBP coverage is at 100.9%, USD at 100.4%. No breaches detected.

    What about the EUR account?

    EUR coverage is at 100.1%, approaching your 100.0% threshold. At current outflow rate, it could dip below threshold in ~3.6 hours. I've flagged this for monitoring and auto-escalation is armed.

    Ask about reconciliation, coverage, or compliance...
    Product Demo

    See the control layer in action.

    A short walkthrough of how safeguarding data is connected, reconciled, resolved and evidenced.

    Connect

    Bank, ledger and processor data in one model

    Reconcile

    Liabilities against the funds that protect them

    Resolve

    Shortfalls and breaks routed for investigation

    Prove

    An auditable evidence trail behind every run

    Get Started

    Request a demo

    By continuing, you agree to our terms and privacy policy.

    The system of record for client funds and reserves