Eva · Portfolio Agent

Q1 FY25 consolidation

Live
72%
Americas HoldCo
EMEA OpCo
APAC · 3 entities

Financial operations automated across compliance, reconciliation, and reporting.

Client onboarding cleared through KYC before your team starts the conversation. Bank positions reconciled daily. Fund documents processed the moment they arrive.

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How financial institutions build agentic back-office operations with Blocks

KYC & AML Verification

New clients cleared through compliance before your team starts work.

Identity checks, source-of-funds reviews, and regulatory screening run automatically the moment a client's documents arrive. Flagged cases surface for your compliance team. Routine verifications never need them.

Eva · Compliance Agent12 onboarded today1 case for review
Eva

Eva · Compliance Agent

KYC & AML

12

Atlas Capital Partners

Identity · source of funds

Cleared

Meridian Fund LP

Sanctions + PEP screen

Cleared

Northwind Holdings

Enhanced due diligence

Review
12 clients onboarded today1 EDD flag surfaced
Fund Document Processing

Fund reports, capital calls, and valuations extracted without manual entry.

Incoming fund documents read and structured automatically — capital call data, valuations, distribution notices. Matched to your portfolio system. Follow-ups sent to managers who haven't responded. Your operations team reviews discrepancies, not routine extractions.

Maya · Fund Agent9 of 12 reportsFollow-ups sent
Maya

Maya · Fund Agent

Portfolio Reporting

Running
9of 12 reports received
Apex Fund IIIPending
Relay VenturesPending
Northshore CapitalPending

Maya sent follow-ups to 3 managers

Bank Reconciliation

Bank feeds matched daily. Not at month-end.

Transactions pulled and matched to GL entries every morning. Unmatched items flagged with context — what the transaction is, which account, what the likely match is. Your finance team resolves real discrepancies, not routine matching.

Steve · Reconciliation Agent1,189 of 1,204 matched12 flagged
Steve

Steve · Reconciliation Agent

Daily bank match

Matched
1,189of 1,204 matched
Flagged for review12 items
Escalated to finance3 items

Matched against GL this morning

Work with us

Your Dedicated Human Experts

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Dedicated ops support

A hands-on partner who maps your processes and gets you to deployment.

Customized system architecture

We design the exact system around your most ambitious workflows.

End-to-end implementation

From setup to go-live, we handle every step of the build.

ISO 27001SOC 2 Type IIGDPR

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.

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