Compliant document processing, client onboarding, and reporting automation for financial and accounting firms — auditable end to end, built for regulated workflows.
For financial and accounting firms, DG Tech AI builds AI automation for document-heavy, regulated work — processing statements and forms, streamlining client onboarding and KYC, and automating reporting — all designed to be auditable end to end so it holds up to compliance scrutiny.
Extracts and structures data from statements, invoices, and forms with AI handling variation.
Automates data collection, checks, and setup to shorten time-to-onboard.
Assembles recurring financial and client reports on schedule, accurately.
Every step is logged and reviewable to support compliance requirements.
AI automates document processing, client onboarding and KYC, and recurring reporting — cutting manual effort in document-heavy, regulated workflows while keeping everything auditable.
Yes. We design workflows so every step is logged and reviewable, with access controls and self-hosted options to support your compliance obligations.
Yes. It automates data collection, verification steps, and account setup to shorten onboarding time significantly.
We offer self-hosted and private deployment options so sensitive financial data stays within your environment.
We start with a free audit of your document and reporting workflows, then quote a fixed price for the build.
Book a free 30-minute automation audit. You'll leave with three specific opportunities and their projected payback — whether or not we work together.
Book your free audit call