For finance and investment firms
Financial services automation
Recurring reports built and delivered on schedule, transactions reconciled across systems, statements and documents read on arrival, CRM records that stay current without anyone maintaining them. Your team reviews the exceptions.
Your statements and confirmations, handled by Spirit
Statements, confirmations and account forms are read and filed by client and account as they arrive. Spirit is our document processing platform: start free with 150 credits and no card, then plans from $39 USD a month.
Need more than documents, like a CRM or a reporting pipeline? We build that too.
What is financial services automation?
Financial services automation builds recurring reports and delivers them on schedule, reconciles transactions across systems, reads statements and documents on arrival, and keeps CRM records current without anyone maintaining them. Exceptions route to a person. Everything that ran on a spreadsheet and a reminder runs on its own.
3 to 9 months to payback on a typical build
Client financial data stays subject to PIPEDA wherever it is processed. See the Office of the Privacy Commissioner of Canada
Written and maintained by Risov Biswas, COO and co-founder at Aslynx. Last reviewed .
What the back office gets back
30 to 60%
lower process cost
on the work that gets automated
15 to 40
hours saved a week
across the team
3 to 9
months to payback
typical across implementations
These are the outcome ranges across every Aslynx implementation rather than a single finance client. The closest published engagement is an accounting practice that cut 40 hours a month of reconciliation and took month end close from five days to two.
What gets automated
Client statements, management packs and board reporting assembled from live data and delivered on schedule. No one pulls figures into a spreadsheet the night before, and no report is late because the person who builds it was away.
Transactions matched between your accounting system, custodian data and internal records, with only the breaks surfaced for review. The exceptions get attention; the thousands of matching lines do not.
Statements, confirmations and onboarding paperwork read on arrival, with the fields extracted and filed against the right client rather than rekeyed from a PDF.
Contact records, holdings and activity written back automatically, so the CRM reflects what actually happened instead of what someone found time to log. Reporting off it becomes trustworthy.
Audit trails written as work happens, so producing evidence of what was done and when is a query rather than an archaeology project.
Common questions
Does it connect to our accounting and CRM systems?
Yes. Aslynx integrates with QuickBooks, Xero, NetSuite, Salesforce, HubSpot, Pipedrive and Zoho, and connects to custom or legacy systems over API. Nothing is migrated; the automation writes into the systems you already run.
How is our data protected?
Aslynx operates a zero data storage policy, so client data stays inside your infrastructure rather than being copied onto ours. Transmission is encrypted end to end, automations write audit trails, and every engagement begins with a non-disclosure agreement.
Into the systems you already run
No migration and no replacement platform. The automation writes into your existing accounting, CRM and document systems, and connects to internal or legacy tools over API.
Start free, or have us build it
Spirit is free to start, with no card. For a CRM, a portal or anything beyond documents, custom projects are fixed price, quoted after a free audit of your actual workflow.
Background reading
Plain definition, how they differ from a rules engine, and where they earn their keep in a small business.
Adoption rates, hours recovered and error reduction, with the sources rather than the round numbers.
The two get used interchangeably and are not the same thing. Which one your bottleneck actually needs.