Financial Services

AI-powered intelligence for financial services.

From investor reporting to mortgage processing — enterprise AI that meets the compliance, accuracy, and speed demands of modern finance.

Challenges in financial services

Complex regulations, multi-entity operations, and the need for real-time, accurate data.

Inconsistent reporting across entities

Multi-entity financial consolidation requires a single source of truth for KPIs and metrics.

Slow document processing

Mortgage origination, loan documents, and regulatory filings pile up with manual review.

Regulatory compliance burden

SOC 2, GDPR, and industry-specific regulations demand full audit trails and data governance.

How AIONDATA solves it

Board-ready investor reporting

Natural language queries across all financial data sources. Walk into any board meeting with instant, certified answers.

99.9% query accuracyData Intelligence

Automated mortgage document processing

AI-powered extraction of structured data from mortgage applications, appraisals, and disclosures.

60% faster underwritingAgentic Studio

Multi-entity financial consolidation

Unified platform for accounting, invoicing, multi-currency reconciliation, and regulatory compliance across entities.

50K+ active usersCommand Center

Enterprise-grade compliance

Built for regulated industries. Every query audited, every decision traceable.

SOC 2 Type II Ready
GDPR Ready
Full Audit Trail
Encrypted at Rest

Certified metrics library for consistent investor reporting

Multi-currency accounting and automated reconciliation

60% faster mortgage underwriting with AI extraction

Row-level security ensuring data isolation between entities

Full audit trail for every AI decision and query

Deploy on-prem or in your VPC for maximum control

Ready to modernize your financial operations?

See how AIONDATA works with your financial data. No prep needed.

Book a demo