For Financial services & fintech

Operations that leave a record.

Back-office work, client operations and reporting - every action attributed, evidenced and reversible.

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The instrument

Your business, in one picture.

Financial services & fintech · company state

schematic
COMPANY STATEOPERATIONS LEDGERACCOUNTINGINTERNAL DBRECONCILIATIONAPPROVALSREPORTSAUDIT TRAIL

Drag sideways to see the rest

EVERY FIGURE SOURCED · 3 CONFLICTS FLAGGED, NONE AVERAGED

ACCOUNTING
the books for the period
INTERNAL DB
operational records you choose to connect
RECONCILIATION
matched and unmatched items
APPROVALS
who approved what, and when
REPORTS
what was produced, with its sources
AUDIT TRAIL
every action and its actor

A schematic of the surface, not a screenshot.

The problem

Every action needs a paper trail. Most tools don't leave one.

The work is operational, but the requirement is evidential: who did what, on whose authority, with what data, and can you show it later.

The suite

The parts of Brainis you'll live in.

Operations AIBetaProcess and exceptions.Open Operations AI Finance AIReconciliation and reporting.Open Finance AI Analytics AIBI with method disclosure.Open Analytics AI VerifyChecks before anything counts.Open Verify

What it runs

The plays you'd run.

Pulled from the same catalog behind /plays - these are the ones that matter in your domain.
Which clients are most profitableWhich invoices are overdueWhere margin is leakingCash risk in next 30/60/90 daysWhich process breaks most oftenWhich accounts need retention action

Worked example

Close the reporting cycle with the evidence attached

Reconciliation and reporting run as a governed mission, where every figure carries its source and every action carries its actor.

  1. system

    Assemble the period's operational data

  2. agent

    Reconcile and flag every conflict rather than averaging it

  3. system

    Run your own criteria library as a Verify gate

  4. you

    Review the flagged exceptions

  5. agent

    Assemble the report with sources attached

  6. you

    Approve before anything leaves

Every actor is labeled. The steps marked you are the calls Brainis routes to a human; the mission carries the authority for the rest.

Connect

The tools you already use.

  • accounting systemsnot a connector yet
  • Microsoft 365available today
  • Slackavailable today
  • internal databasesnot a connector yet
  • spreadsheetsnot a connector yet

Connect the minimum your objective needs - not everything you have. See the whole catalog

Status labels come from the live connector catalog.

Autonomy

What runs itself. What waits for you.

Analysis and drafting at L5. Anything client-facing, anything that moves money, and anything that changes a rate stays at L2 with a human - no level unlocks those.

  1. L0Observe
  2. L1Suggest
  3. L2Supervised
  4. L3Delegated
  5. L4Orchestrated
  6. L5Proactive
  7. L6Autonomous
  8. L7Self-Optimizing
  • L2Supervised · Clients, money, rates - always
  • L5Proactive · Analysis and drafting

How autonomy works

Hard question

Can the AI move money?

No. Drafting and reconciliation are agent work. Sending, approving and anything that moves money sits behind your approval workflows and your authority contract - and that is a product rule, not a setting.

Compliance note

Brainis is business operations software. It does not provide financial, investment, tax or regulatory advice, and it does not execute transactions. Confirm with your own compliance and legal advisers which systems and data you may connect.

Nearby

Close to yours.

Healthcare & clinicsScheduling, billing, supplies and rotas - the admin around the care.Open Education & trainingEnrolment, delivery and retention in one loop, so you reach students in time.Open Nonprofits & NGOsGrants, donors and reporting handled, so a small team spends its hours on the mission.Open

All industries

Start where your business actually is.

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