Financial Services
AI Automation for Financial Advisors, Accountants & Lenders
Client onboarding and document collection automated end-to-end.Wealth managers, CPA firms, mortgage brokers and lenders spend too much time chasing documents and re-keying data. We automate onboarding, document collection and CRM updates, and build secure RAG assistants that answer questions from your policies and research — with audit trails.
The problem
What slows financial services businesses down
If any of these sound familiar, automation will pay for itself quickly.
Document chasing
Tax returns, statements and IDs requested over and over by email.
Manual onboarding
New-client setup spans CRM, custodian, e-signature and billing tools.
Research overload
Advisors dig through PDFs and policies for answers.
Meeting admin
Notes, tasks and follow-ups after every client meeting.
The solution
AI & automation for financial services
Production systems we build for financial services teams — each one connected to the tools you already use.
Workflow Automation
Onboarding automation
Secure document requests, reminders, e-signature and CRM setup in one flow.
From $1,500 · 1–3 weeksRAG Systems
Research & policy assistant
Cited answers from internal policies, product docs and research.
From $4,000 · 3–5 weeksSystem Integration
CRM & custodian sync
Client data synced across CRM, planning and accounting tools.
From $2,000 · 1–4 weeksCustom Software
Client portals
Secure portals for documents, status and reporting.
From $8,000 · 6–12 weeksIntegrations
Works with your financial services stack.
We connect to the software financial services teams already rely on — through official APIs, certified partners or secure custom connectors.
Compliance & data security
We design for recordkeeping and supervision requirements: logged conversations, role-based access, encryption and no-training AI providers.
Case studies
Financial Services automation in production
Financial Services · n8n Automation
Client onboarding automation for a CPA firm
Engagement letters, document requests and reminders run themselves during tax season.
Logistics & Trucking · n8n Automation
n8n operations automation for a logistics company
Load tenders, documents and status updates flow automatically between email, the TMS and accounting.
Tech & SaaS · RAG & Knowledge AI
RAG support agent for a B2B SaaS
A cited, grounded support agent trained on docs, changelogs and resolved tickets.
Process
How we automate financial services businesses
Fixed scope, weekly demos, no black boxes. Most AI projects go live in 2–5 weeks.
Audit
We map your workflows, calls and data, then rank opportunities by ROI. Free, 30 minutes.
Design
Conversation flows, architecture and integrations — signed off before we write code.
Build
Weekly demos, a shared Slack channel and production-grade code you own.
Launch & optimise
Go live, monitor every conversation and workflow, and improve every week.
FAQ
Financial Services automation — FAQ
Is it secure enough for financial data?
Yes — encryption in transit and at rest, least-privilege access, audit logs and AI providers that don’t train on your data.
Can it integrate with Wealthbox or Redtail?
Yes, via their APIs, along with Salesforce, Karbon and most accounting tools.
Can AI give financial advice to clients?
We don’t configure it to. Client-facing agents handle scheduling, document collection and general questions.
How much does AI automation for financial advisors cost?
Financial Services projects typically start from $1,500, depending on which systems you need and how many integrations are involved. After a free audit you get a fixed-price proposal with an ROI estimate.
How long does it take to launch?
Most AI agents and automations for financial services businesses go live in 2–5 weeks. Custom software and SaaS projects typically take 6–16 weeks.
Financial Services across the US
Remote-first, across all 50 states.
We work with businesses nationwide, with daily overlap across Eastern, Central, Mountain and Pacific time. Tell us where you’re based →
Guides
Reading for financial services owners
Automation · 8 min read
12 Business Processes You Should Automate First (With AI Examples)
The highest-ROI business processes to automate first — lead follow-up, invoicing, onboarding, reporting and more — with real AI and n8n examples.
Read articleRAG · 6 min read
What Is RAG? Retrieval-Augmented Generation Explained for Business Owners
RAG explained in plain English: how retrieval-augmented generation makes AI accurate on your own data, what it costs, and when your business needs it.
Read articleOther industries