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Industry · Financial services and credit unions

AI and automation for credit unions and financial companies

Credit unions, lenders and fintechs need control and traceability everywhere. Internal control tests on the entire database, document processing with checks, agents with human approval and models running on your own servers for confidential data.

Book a free assessment See the 7 services

Recommended services

Sorted from the simplest to the most advanced. Each page covers the pilot scope, the timeline and how pricing works.

Level: Essential Documents and OCR

PDF and bank statement extraction to Excel

PDFs, statements and invoices converted to Excel or CSV with automatic total checks, in 24 to 48 hours.

Pilot
24 to 48 hours
Pricing
from US$ 60
Level: Intermediate Documents and OCR

Document AI that never makes up a number

Data extraction from scanned PDFs, invoices, bills, contracts, statements and reports, checked against business rules.

Pilot
3 to 6 weeks
Pricing
from US$ 2,400
Level: Intermediate AI agents and assistants

AI agents for internal processes

Agents with tools (APIs, databases, documents) that complete tasks end to end, with rules and an audit trail.

Pilot
4 to 6 weeks
Pricing
Custom quote
Level: Intermediate Tax, audit and trade

Automated audit and internal control testing

Rules and AI applied to 100% of transactions, for controllers, credit unions and oversight bodies.

Pilot
3 to 4 weeks
Pricing
Custom quote
Level: Intermediate AI strategy and cost

AI governance: EU AI Act, NIST AI RMF and ISO/IEC 42001

Inventory, risk classification, technical evaluation and documentation of your AI systems to answer customers in the EU and the US. A gap assessment, not a certification.

Pilot
3 to 4 weeks
Pricing
Custom quote
Level: Advanced AI strategy and cost

Private AI: local models and fine-tuning

LLMs running on your own servers, tuned to your vocabulary, with no sensitive data leaving the building.

Pilot
4 to 8 weeks
Pricing
Custom quote

Free assessment

Tell us what's slowing your operation down

Describe the process that takes the most time or causes the most errors. You'll get focused questions back, or a pilot proposal with metrics.

Send an emailjuniorthesouza017@gmail.com Message on WhatsApp(47) 98864-2296

Tell us about the process, the rough volume and the systems involved. You'll hear back from the engineer who would build it.

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