The challenge
A mid-market financial services firm was manually reconciling 50,000 or more records every month across three separate source systems. The process required a dedicated team of four and took 8 to 10 business days per cycle.
It still produced errors that created downstream compliance issues. Every month was a fire drill.
What we built
A multi-agent reconciliation pipeline that runs the whole cycle nightly, with results ready by morning. People stay in the loop only where judgment is needed.
- One extraction and normalization agent per source system
- An orchestrator that matches records across all three systems
- An exception handler that routes ambiguous cases to human reviewers with full context
The outcome
The reconciliation cycle dropped from 8 to 10 business days to overnight processing. The four-person team was reassigned to higher-value analysis work.
Exception rates fell as the system learned from human reviewer decisions over time, and audit compliance improved because every match decision now has a traceable log.
What was a monthly fire drill is now an autonomous capability that runs while the team sleeps.
Why it matters at the platform level
The firm owns the pipeline, the data, the models, and the IP. It is not a tool they rent; it is infrastructure that compounds. The more it runs, the fewer exceptions it raises, and the cleaner the audit trail becomes.