Reconcile
Compare positions, trades, cash, and fees across the sources connected for the workflow.
Finny Ops Agent · Operational plane
The break is notthe work.
A reconciliation agent that investigates what changed, explains the likely cause, routes the right owner, and follows the case through resolution.
Case playbackEvidence attached
- Operating plane
- Fund operations
- Starting workflow
- Reconciliation
- Output
- A routed, reviewable case
- Commercial model
- Tailored design partnership
More than a report
Give every exception a next action.
Reconciliation is the first wedge. The product is designed around the investigation and coordination work that begins after a mismatch appears.
Investigate
Gather the context behind a break instead of stopping at a red row in a report.
Explain
Turn the evidence into a legible account of what changed and what likely caused it.
Route
Send the case to the team that can act, with the supporting context already attached.
Follow through
Track the next action so an exception does not disappear after the first notification.
Keep the trail
Preserve the case history for review without reconstructing it from email and chat.
Between the systems that disagree and the people who resolve it.
Bring us the workflow your team still has to chase by hand.
We tailor the first deployment with design partners, including a private-cloud or VPC path for funds that require the agent to run where their data lives.