Digital Workers for Financial Services
Compliance, speed, and scale.
From KYC to regulatory reporting, Digital Workers automate the workflows that slow down your business, with guaranteed ROI and audit-ready reliability.
Customers automating their workflows
The pressure on financial leaders has never been higher
- Compliance costs ballooning under KYC/AML and Basel III/SEC rules 
- Regulatory fines topping $1B annually for infractions 
- Onboarding bottlenecks leading to lost customers
- Manual processes increasing error risk and overhead
Traditional models can’t keep up. Digital Workers are the new operating model for finance.
From hours of work to instant execution.
Always-on, always compliant.
Benefits & Reimbursement Digital Worker
The Benefits & Reimbursement Digital Worker streamlines the entire expense reimbursement process, from submission to approval, by connecting data, policies, and people.
Financial Reconciliation Digital Worker
The Financial Reconciliation Digital Worker automates data collection, matching, and validation across banks, ERPs, CRMs, and ledgers.
Payroll Automation Digital Worker
The Payroll Automation Digital Worker streamlines payroll processing, reconciliation, and compliance across finance, HR, and banking systems.
Accounts Payable Digital Worker
The Accounts Payable Digital Worker automates the full invoice-to-payment cycle, eliminating manual data entry and reducing financial risk.
Redefine financial services with Digital Workers
For DANA, one of Southeast Asia’s leading fintech platforms with over 200 million users, delivering personalized, real-time financial experiences at scale is critical. But traditional analytics workflows can’t support every team or every decision.
That’s why DANA uses causaLens [Digital Workers] to democratize data science across the organization. These autonomous agents promise to bring always-on intelligence to every team, supporting faster, smarter decisions without building large internal data teams.
“causaLens agents enable Dana to implement a ‘data citizen’ company mentality, so that every single person, not just the engineers, can have access to the data without the need to learn SQL or data science.”
