Your back office runs on manual reconciliation, document processing, and reporting. We find where AI removes those hours and that error — and we build it, securely and integrated with your systems. We've helped automate a complex GL mapping workflow into a shorter review cycle.
Reconciliation, GL mapping, pulling data out of statements and contracts, assembling reports — it's slow, error-prone, and it scales by adding headcount. Every close is a fire drill, and the manual steps are exactly where mistakes and compliance risk creep in.
We find that work and automate it — securely, with the controls your firm requires.
Where AI Helps First
Automate GL mapping, matching, and reconciliation to compress the close and cut the manual hours your team spends in spreadsheets.
Extract and structure data from statements, contracts, and forms — the document-heavy work that ties up analysts.
Speed up regulatory and management reporting with consistent, auditable, AI-assisted workflows.
What We Do
A plan for where AI cuts cost and risk across your back office — reconciliation, document processing, reporting — with ROI modeled and controls addressed.
We map your operations and back-office workflows, identify practical automation opportunities, and deliver a prioritized roadmap scoped to your organization.
We build what we recommend — document and data extraction, GL mapping and reconciliation, reporting automation — integrated with your systems, owned by you.
AI designed around your security, audit, and compliance requirements, designed around your access controls, audit needs, and model/data-use requirements. Built so risk and compliance can sign off.
Proven Result
For a private-equity-backed client, we automated general-ledger mapping that used to take 40 to multi-day mapping work down to a shorter review cycle. That's the kind of back-office math we build for financial services firms, on top of Fortune 50 enterprise AI experience.
See customer resultsFAQ
An AI consultant finds where AI cuts cost, manual effort, and error across your back office — reconciliation, document and data processing, and reporting — then builds the roadmap and implements the systems. At HummingAgent we both advise and build, integrated with your systems and designed around your compliance and audit requirements.
Yes. For a private-equity-backed client, we automated general-ledger mapping that previously took a multi-day general-ledger mapping workflow into a shorter review cycle. We understand financial data, reconciliation, and the controls that matter.
The highest-ROI wins are in the document- and reconciliation-heavy back office: GL mapping and reconciliation, data extraction from statements and contracts, and regulatory or management reporting. These cut hours and error without touching investment or credit decisions.
Security is built in. We design around your audit, security, and compliance requirements, keep your data private to your firm, and never use it to train a public model — so your risk and compliance teams can review and sign off.
An AI opportunity audit is scoped after discovery and delivers workflow analysis, business-case assumptions, and a prioritized roadmap. Build and implementation engagements are scoped to the project. See our AI pricing guide for ranges.
Timing depends on stakeholder access, data readiness, security review, and workflow complexity. We start with a focused first workflow once scope and business case are validated.
One conversation. We'll show you where AI fits your operation, what it would save, and how we'd build it to pass your controls.
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