Faster compliance. Fewer false positives.

Exception-first workflows, maker-checker approvals, and WORM evidence help your team close faster and report with confidence.

Connect with leading compliance and data providers for comprehensive coverage.

LSEG
Google Document AI
OECD Validator
n8n/Activepieces
S3 Object Lock

Complete AML workflow management

From exception handling to board reporting, manage your entire compliance workflow in one platform.

Exceptions Hub
Exception-first workflow management
  • Close 10+ exceptions with one rationale in <60s
  • Batch processing with keyboard shortcuts
  • Maker-checker approvals with audit trail
Alert QA & SAR Cases
Streamlined alert investigation and SAR filing
  • Guided investigation workflows
  • Automated SAR form population
  • Secure vault with access controls
AEOI Lifecycle
CRS/FATCA compliance management
  • OECD XML validation & submission
  • Automated compliance form generation
  • Deadline tracking and notifications
KYC Refresh & EDD
Automated KYC monitoring and enhanced due diligence
  • Risk-based refresh scheduling
  • LSEG second-look data integration
  • Document collection workflows
Onboarding & Changes
Client onboarding and change management
  • Guided onboarding workflows
  • Change-of-circumstances tracking
  • Document verification pipeline
KPI & Board Packs
Automated reporting and governance
  • One-page executive summaries
  • Auto-generated appendices
  • Predictable monthly reporting
Evidence Vault
Immutable evidence storage
  • WORM-locked storage with SHA-256 hashes
  • Redaction pipeline with OCR + PII detection
  • Audit export with signed manifest
Operating Protocol
System configuration and role management
  • Role-based access controls
  • QA sampling configuration
  • SLA management and monitoring

From exception to audit-ready evidence

Streamlined workflows that transform compliance exceptions into documented, defensible decisions.

01

Exception Detection

System identifies compliance exceptions and risk alerts across all entities and jurisdictions.

02

Workflow Assignment

Exceptions routed to appropriate officers with context, deadlines, and required documentation.

03

Investigation & Decision

Guided workflows with maker-checker approvals, rationale capture, and evidence collection.

04

Audit-Ready Evidence

Immutable evidence vault with WORM storage, hash validation, and compliance reporting.

Enterprise-grade security & compliance

Built for regulated environments with immutable evidence and comprehensive audit trails.

Maker-checker with rationale & timestamps
WORM evidence & hash validation
Strict SAR vault access controls
OECD XML validation & logs retained
CIMA Aligned
WORM Compliant
Audit Ready

Predictable board reporting

Generate comprehensive board packs with one-page executive summaries and detailed appendices, automatically compiled from your compliance activities.

KPI Dashboard

Real-time compliance metrics

Auto Reports

Generated appendices

SLA Tracking

Deadline management

Capacity

Resource optimization

Monthly Board Pack

Generated automatically
Compliance Score: 94%
152
Cases Closed
3.2d
Avg Resolution
12
SARs Filed

Frequently asked questions

Common questions about our AML platform and compliance capabilities.

Be board-ready every month.

Transform your compliance operations with exception-first workflows and audit-ready evidence.