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Financial services

Prove each workflow before it goes live

Anodyne runs your operations on top of your custodian, CRM and spreadsheets, with every action logged.

The cost lives in the hand-offs between systems. Anodyne puts onboarding, transfers and reconciliations in one queue over the systems you already have, read-only until you allow writes. Every workflow replays your own history before it goes live.

How it works

  • Connect

    Read-only connectors to your custodians, CRM, portfolio and loan systems, and spreadsheets. Nothing migrates, and writes stay off until you allow them.

  • Prove

    Start with onboarding, transfers or reconciliation breaks. Each workflow replays your own history before it goes live, and any mismatch blocks go-live.

  • Replace

    Replace the spreadsheets, trackers and point tools around your core systems, one at a time. Your custodian, core banking and loan systems stay where they are.

Proven on your history

  • Replay

    Real history, not test cases.

  • Match

    Any mismatch blocks go-live.

  • Visibility

    See exactly which records differed and why.

  • Deterministic

    Same input, same output, every run.

See each process end to end

Follow a loan from the first application to the last payment, across every system, in one view.

Application to funding

  1. ApplicationLoan system
  2. Credit reviewLoan system
  3. ApprovalApprovals app
  4. ContractLoan system
  5. FundingAccounting
  6. PaymentsLoan system and Accounting

Enter data once

Data moves with the process. Nobody re-types a number from one system into another.

  • Each record links to every system that holds it
  • Changes are checked before they are written

Built-in trust

  • Read-only until you switch writes on, one system at a time
  • AI features are off until you turn them on
  • People approve changes
  • Every action is logged
  • No silent copies of your data
  • Your custodian, core banking and loan systems stay the source of truth
  • AI works inside fixed rules
  • Each customer gets its own isolated environment and database

Security details: talk to us

Applications

Start from a standard app, or turn a spreadsheet into one.

  • Account onboarding and transfers

    Each new account and transfer in one queue, with its documents and status

  • Reconciliation breaks

    Each break between your custodian, bank and books, matched or sent to the right person

  • Covenant and loan tracking

    Covenants, conditions and due dates, tracked on live loan data

  • Exception queues

    Every item that needs a person, in one queue, with its history

  • Month-end close

    A checklist with owners, then a lock

  • Reporting

    Live numbers for leaders and the board

Automate

AI agents do the busywork inside fixed rules, and people approve what's unusual.

  • Sends missing-document requests and follows up on them
  • Checks KYC and loan conditions, and drafts each result for review
  • Matches transactions to the bank and the ledger, and sends each break to a person
  • Flags late payments and drafts the follow-up
  • Answers status questions with data from every system

Every action is logged, and people approve each change

See automations for financial services

For lenders

Your loan system stays the system of record. These apps run on top of it.

  • Quotes and pricing

    Quotes from your own rates and rules, on data from your loan system

  • Loan applications

    Every application from your loan system in one place, with its documents

  • Credit review

    Each review on data from your loan system, with notes and a decision

  • Approvals

    The right person approves each loan from your loan system, with a full record

  • Contracts

    Each contract in your loan system, tracked from approval to signature to funding

  • Payment schedules

    Every schedule, payment and balance from your loan system, in one view

  • Collections

    Late payments from your loan system, with cases and follow-ups

From your spreadsheets

The sheets your team runs on become shared apps, with the same columns and rules.

  • Onboarding tracker → Account onboarding and transfers app
  • Reconciliation sheet → Reconciliation breaks app
  • Pricing sheet → Pricing app
  • Collections sheet → Collections app

Works with

Product names are trademarks of their owners. Anodyne is not affiliated with them.

Every business is different. Talk to us about yours.

Start with one process

Pick the process that hurts most. We connect read-only, prove it on your history, and you decide what happens next.

Let's make modernization painless, with Anodyne.

info@getanodyne.com