ZANUS AI FOR FINANCE — AUTOMATIONS

The firm’s repetitive work, set once.

Describe the job in plain words — “when a custodian statement arrives, file it to the household and flag anything unusual” — and it becomes connected blocks on a canvas, running on its own, with every run visible.

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Private tenant or your own server · unlimited users · SOC-2-aligned deployment path

Visual automation flow with trigger, sources and actions

A real flow: inbox trigger, record sources, AI compile, three outputs — drawn from a description.

What it does

Statements that file themselves

Custodian statements, confirms and notices arriving by email routed to the right household record with handling notes — no Friday filing pile.

Meetings that finish themselves

A review meeting ends; the summary is drafted, the follow-up letter queued for approval, the action items placed on the calendar — before the advisor reaches the parking lot.

Reports on schedule

The Monday pipeline summary, the monthly compliance exception report: compiled by the AI, filed to Output, on time every time.

When something fails, you SEE it

Run states live on the flow: green success, red failure on the exact block. In a firm where a missed filing becomes a books-and-records question, silent failures are not acceptable — here, nothing fails silently.

Run log per automation
One-click retry on failures
Finished documents in Output, statused

Failure state visible on the automation canvas

Financial software is sold by the seat and by the module — one bill for the portfolio system, another for the CRM, another for compliance archiving — while advisors still write quarterly letters at 11 PM and DDQs still eat a week per mandate. Zanus AI: the client-facing front office AND the research-and-reporting back office, unlimited users, flat price — in your private tenant or on a server you own.

Questions, answered

Who approves outgoing client communications?

Your rules: queue everything for human approval, or auto-send only the categories your compliance officer designates as safe.

The firm’s repetitive work, set once.

What it does

When something fails, you SEE it

Questions, answered

See it working on YOUR firm — the demo IS the product.