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Industry solutions

Finance

Auditable systems for regulated operations

Lenders, advisory firms and fintech operators need systems that satisfy auditors without slowing the business. Cyntra builds workflow, reporting and integration layers with controls documented from day one.

Month-end close from 11 to 4 days

Automated reconciliation and report generation removed spreadsheet assembly.

Clean control audit

Documented access model and audit trail closed six prior-year findings.

Outcomes achieved by specific clients in specific circumstances. Not a prediction or guarantee — see our Terms and Conditions.

The problem

What we consistently see in finance

  • Onboarding and KYC evidence collected over email
  • Reconciliation performed in spreadsheets with no audit trail
  • Reporting packs assembled manually each month-end
  • Legacy core systems with no usable API surface
  • Access reviews impossible to evidence at audit time

Automation opportunities

01Digital onboarding with document capture and verification hooks
02Automated reconciliation with exception-only review queues
03Scheduled regulatory and management report generation
04Approval workflows with recorded rationale at each step
Explore process automation
Recommended services

Engagements that fit finance operations

These are the services we most commonly deliver in this sector, selected because they address the challenges above rather than because they are our largest engagements.

Recommended software

Platforms suited to this sector

Deployable in days and configurable to your process — often removing the need for a custom build entirely.

Recommended
Analytics Dashboards

Cyntra Analytics Studio

One modelled truth behind every dashboard

Analytics platform with a modelled semantic layer, executive dashboards and scheduled reporting.

Data PipelinesSemantic LayerDashboardsSelf-Service+3 modules
Industry fit: professional services, ecommerce, finance +3
$459/ month
Setup
15–30 business days
Subscribe
Recommended
Billing Systems

Cyntra Billing Suite

Invoicing, subscriptions and collections that run themselves

Automated invoicing, subscription billing, dunning and payment reconciliation.

InvoicingSubscriptionsPaymentsDunning+3 modules
Industry fit: professional services, education, healthcare +2
$299/ month
Setup
7–14 business days
Subscribe
Recommended
Client Portals

Cyntra Client Portal

The self-service surface your clients keep asking for

Secure client portal for project status, documents, approvals, invoices and support.

AuthenticationProjectsProposalsInvoices & Receipts+3 modules
Industry fit: professional services, construction, real estate +3
$269/ month
Setup
7–15 business days
Subscribe
Automation Tools

Cyntra Workflow Engine

Approvals and handoffs that move without chasing

Configurable workflow platform with approval chains, SLA timers and escalation.

Workflow DesignerFormsApprovalsSLA & Escalation+3 modules
Industry fit: enterprise, finance, construction +3
$289/ month
Setup
7–15 business days
Subscribe
Security & compliance

What must be engineered, not documented

Compliance in finance is an engineering problem before it is a policy problem. These are the controls we build in from the architecture phase rather than retrofitting before an audit.

Segregation of duties enforced in application logic
Field-level encryption for account and identity data
Complete, tamper-evident audit logging
Quarterly access review exports for auditors
Sector evidence

Finance engagements with measured results

finance20 weeks

Compressing month-end close from eleven days to four

Specialist commercial lender

Challenge

Reconciliation ran on spreadsheets with no audit trail, month-end close took eleven working days, and a prior control audit had raised six findings. Regulatory reporting packs were assembled manually, and evidencing access reviews was effectively impossible.

11 → 4 daysMonth-end close duration
6 → 0Outstanding control audit findings
TypeScriptNode.jsPostgreSQLPython
Read the full case study
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Ready to fix a finance operations problem?

Start with a free 45-minute discovery call. We will tell you honestly whether software is the answer, and what it should cost if it is.

Cyntra Technologies LLC · 212 N 2nd St, Ste 100, Richmond, KY 40475