Live demo · Dashboard
Financial Services Software & AI
Apps and AI built around how financial services businesses actually work.
Try it: Financial Services Software & AI prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- KPI cards with change vs. the previous period
- Trend chart by date range and segment
- Detail tables with status
- Plain-English summaries
Added in the full build for your business
- Live data from your systems
- User roles and scheduled reports
- Alerts when numbers cross thresholds
- Drill-down and exports
Overview
What it does
Apps and AI built around how financial services businesses actually work.
Who needs it
Advisers, lenders, cooperatives and fintechs.
Problems it solves
- Client onboarding paperwork is slow
- Reports compiled manually
- Compliance evidence scattered
Use cases
- An adviser onboards clients with online forms and uploads.
- A lender processes applications with document extraction.
- Compliance teams find evidence quickly for reviews.
Key features
- Client onboarding
- Reporting
- Document workflows
- Portfolio dashboards
- Compliance controls
AI features
- Document extraction
- transaction anomaly detection
- report drafting
- enquiry triage
- reconciliation help
Possible integrations
- WhatsApp Business Platform
- Payments (Paystack, Stripe, Flutterwave)
- Calendars and email
- Accounting software
- Industry-specific systems you already use
Business benefits
- Software that fits how your industry actually works
- Less admin, more time with customers
- Data and reports that matter in your sector
Before and after
An illustrative example of the change, not a specific client's result.
Before
Onboarding by paper forms, reports built in spreadsheets, evidence in email folders.
After
Digital onboarding with document checks, automated reports and organised compliance records.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Financial Services Software & AI do?
Apps and AI built around how financial services businesses actually work. Typical features include client onboarding, reporting, document workflows.
Who is it for?
Advisers, lenders, cooperatives and fintechs.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the dashboard and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- Music & Entertainment Software & AIApps and AI built around how music & entertainment businesses actually work.
- Photography & Video Software & AIApps and AI built around how photography & video businesses actually work.
- Real Estate Software & AIApps and AI built around how real estate businesses actually work.
- Healthcare Software & AIApps and AI built around how healthcare businesses actually work.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.