Industries / Financial Services
Every position, ledger, and exposure in sync — reconciled continuously, acted on in real time.
Reconciliation still means analysts pulling data into Excel and chasing breaks. Intuidy keeps core banking, GL, trading, and reporting systems in sync — then acts: matching records continuously, categorizing breaks, and writing a full audit trail without anyone assembling it.
Continuous, not periodic. Automated, not assembled.
The month-end reconciliation grind exists because your systems reconcile in batches, by hand. Intuidy keeps them in sync continuously — settlement records, journal entries, positions, and client data matched in real time — and routes every exception with a suggested root cause. Regulatory filings self-assemble from live data. Analysts move from assembling reports to analyzing them.
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Why financial services teams run on Intuidy
You've used dozens of financial platforms and you know which features actually matter. Intuidy lets you connect the best of each into one system — one that reconciles, reports, and onboards exactly the way your firm works: the exact dashboards, workflows, and alerts you need, none of the ones you don't. You design it; we sync the data and wire the actions. Built in weeks, not quarters.
Picture every system your team runs — finally in sync, in one live view, and acting the moment something changes: routing, alerting, writing back. Intuidy AIPI — the engine that builds your backend — wires it together. You design what your team sees; it handles the rest.
Driving Outcomes
How Intuidy delivers for financial services
Reconciliation runs across core banking, GL, trading platforms, and client reporting — mostly by hand, with analysts extracting to Excel and investigating breaks. Intuidy keeps those systems in sync and reconciles continuously: automatic break detection, real-time position matching, and a complete audit trail of every action. Breaks surface in hours, not weeks.
Key Outcomes
What you can build
Automated Reconciliation
Cross-system matching that runs continuously, not once a month. Catch discrepancies in hours, not weeks.
Regulatory Report Automation
Submissions assembled from core banking, risk, and accounting systems automatically. Accurate, on time, audit-ready.
Faster Client Onboarding
Sync KYC, CRM, core banking, and document management into one workflow. Time-to-revenue drops from weeks to days.
Impact
What your custom system delivers
Reconciliation
Continuous, not periodic
Regulatory reporting
Self-assembling from live data
Audit trail
Every action documented automatically
Break detection
Categorized and routed in real time
Customer Impact
Real results from real deployments
“Our analysts were spending 60% of their time on data reconciliation and report assembly. After connecting our systems through Intuidy, they spend 60% of their time on actual analysis. That's the kind of transformation that changes a business.”
Company
Mid-Market Financial Services Firm
Problem
A financial services firm with $5B AUM was reconciling data across FIS core banking, Salesforce CRM, Bloomberg terminals, and three separate accounting systems. Monthly regulatory submissions took a 4-person team two weeks to prepare.
Solution
Intuidy connected all trading, banking, CRM, and accounting systems into a unified data layer. Automated reconciliation runs continuously, regulatory reports self-assemble, and client onboarding workflows orchestrate across all systems.
Impact
Sync → Action: two systems, matched continuously and written to the compliance ledger.
Automated cross-system reconciliation
A batch of trades settles in the core banking platform. Intuidy extracts the settlement records and, in parallel, pulls the corresponding journal entries from the general ledger. Each feed goes through its own normalization step — standardizing identifiers, currencies, and timestamps — before both streams meet at the AI matching engine. The engine pairs records across systems, surfaces unmatched items as exceptions with a suggested root cause, and writes the full reconciliation result to the compliance ledger so every action is auditable.
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Tell us the app only your team can imagine. Our engineers will map your workflows, connect your data, and help you build it — in weeks, not quarters.