◈Capture & organise
Document Organisation
Collect, classify and link documents automatically — with the source always attached.
Learn more → AI-Native Financial Technology Platform
Built for regulated finance
AI does the heavy lifting. Your team makes the decisions.
FinityAI turns scattered documents, approvals and operations into one clear, auditable workflow — so financial teams can launch faster and serve customers with confidence.
Designed for teams that need speed without losing control.
One workspace
Documents, tasks and approvals in one place
Clear audit trail
Every AI suggestion stays reviewable
Human in control
People approve what matters
✓
Records prove
Every action is traceable, so audits and reviews are straightforward.
AI-FIRST
Start with AI. Keep people in charge.
Four focused AI agents handle the repetitive work, while your team reviews, decides and builds client trust.
✦Understand faster
Summaries & Drafts
Turn long files into clear summaries and ready-to-review drafts, in your team’s voice.
Learn more →↗Coordinate work
Task Routing
Send the right task to the right person at the right time, with deadlines and owners visible.
Learn more →◎Spot risk early
Exception Detection
Flag missing information, mismatches and risks early — before they become delays.
Learn more →
FINTECH SOLUTIONS
Built for real financial operations
Practical building blocks for onboarding, payments, digital assets and payroll — connected to the AI workflow above.
Onboarding
KYC/KYB Fast Onboarding
A guided onboarding journey with structured checks, document collection and review-ready records.
Learn more →Payments
Banking & Payment APIs
Connect accounts, payments and reconciliation through clean, developer-friendly integrations.
Learn more →Digital assets
Digital Asset Integrations
Bring digital asset data into the same controlled workflow as the rest of your operations.
Learn more →Payroll
Payroll Workflows
Keep payroll inputs, approvals and records organised, consistent and easy to audit.
Learn more →THREE INDUSTRY WORKFLOWS
AI workflow management for food wholesale, AI marketing and asset records
From daily order planning to social publishing, each workflow has clear steps, review points and handoffs. These are workflow examples; project scope is confirmed for each client.
FOOD WHOLESALEOrder planning
Organise demand, stock and Open PO arrival dates across hundreds or thousands of SKUs into a daily plan people can review.
- 01Collect orders and dataOrganise customer orders, current inventory and sales history by SKU, across hundreds or thousands of products per cycle.
- 02Forecast demandSpot changes and exceptions by SKU, customer and delivery date.
- 03Compare Open PO arrival datesCompare placed purchase orders and expected arrival dates against when each SKU is needed.
- 04Prepare a planCombine on-hand stock, forecast demand, inbound Open POs, supplier lead times, minimum order quantities and shelf life into replenishment recommendations.
- 05Review and hand offA manager confirms exceptions and quantities before orders are prepared.
Order plan · shortage and overstock alerts · review record
AI MARKETINGFrom content plan to performance report
Give daily social content a plan, approval step, publishing record and performance review.
- 01Set brand and goalsCollect brand voice, audience, approved product facts and weekly themes.
- 02Draft daily contentPrepare channel-ready post copy, headlines and visual direction.
- 03Approve and scheduleA person reviews and approves posts before they are scheduled.
- 04Publish and reportTrack publishing status and engagement to inform the next plan.
Daily drafts · approval and schedule · performance report
WORKFLOW EXAMPLEGold collection and asset records
Link intake, testing, processing and custody records with one batch reference to show how evidence moves through a process.
- 01Receive and registerRecord source, weight, photos and sign-off.
- 02Test and processOrganise test results and link before-and-after records.
- 03Store and reconcileCheck custody, insurance and supporting documents.
- 04Review over timeUpdate status, flag gaps and hand the next action to an owner.
Batch record · evidence trail · gaps and follow-ups
AI organises information, highlights issues and prepares work. People remain responsible for order decisions, content approval and other consequential choices.
CONNECTED BY DESIGN
Pre-built Integrations
Connect the tools you already use, without rebuilding your stack.
Banking & PaymentsIdentity & VerificationAccounting & PayrollCRM & DocumentsDigital AssetsCompliance Records
AI Workflows
A complete journey from intake to approval — visible, traceable and easy to improve.
- 1Intake→
- 2AI preparation→
- 3Human review→
- 4Approval & record→
Every step keeps its evidence. Nothing is hidden in a black box.
Explore →HOW IT WORKS
How it works
Four simple steps from first enquiry to a live workflow.
Step 1
Tell us your goal
Share your use case, volume and timeline in the enquiry form below.
Step 2
We map your workflow
We design the AI steps, human checkpoints and records your team needs.
Step 3
Connect & configure
We connect your systems and set up roles, permissions and templates.
Step 4
Launch & improve
Go live with a clear dashboard, then refine the workflow as you grow.
WHY FAST
Why fast
Speed comes from clarity — not shortcuts.
Faster launch
Start from proven workflow templates instead of a blank page.
Wider coverage
One workflow can cover onboarding, operations and follow-up work.
More revenue
Faster onboarding means clients can start sooner — and stay longer.
TRUST & ROLES
Trust & Roles
Clear responsibilities make AI safe to use in regulated work.
✓
AI prepares
AI organises, drafts and checks — it never makes the final decision alone.
✓
People decide
Reviewers approve, adjust or reject each important step.
✓
Records prove
Every action is traceable, so audits and reviews are straightforward.
Controls, roles and evidence — built into every workflow.
PARTNERS
Partners
We work with teams across finance, technology and professional services.
Financial Institutions
Fintech Platforms
Payment Providers
Professional Services
Technology Partners
Digital Asset Teams
Also includes System Security Check & Engineering - see below →
SYSTEM SECURITY & ENGINEERING
System Security & Engineering - We take security seriously
AI is only useful if the system is safe. FinityAI provides security checks and engineering delivery, so your platform can grow without hidden risks.
System Security Check
Vulnerability review, code & configuration review, access & data handling review, third-party integration check, remediation checklist, re-check after fixes. Delivered per approved scope.
Learn more →Programming & Outsourced Engineering
API development, workflow systems, dashboards, integration with licensed channels, and ongoing engineering support. Delivered per approved scope with clear deliverables and acceptance criteria.
Learn more →✓ Security is not an add-on. Every FinityAI project includes security review in its delivery checklist.
GET STARTED
Tell us what you want to build
Send an enquiry and our team will reply with next steps. Your details stay in this page preview until you choose to share them.
Your enquiry preview
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