Financial operations with integrated AI
Digital approval workflows that eliminate bottlenecks, real-time analytics for informed decisions, AI agents that serve customers 24/7 and automated billing with zero manual errors.
Financial approval workflows with full traceability and real-time statuses.
Real challenges in finance that slow down operations
Banks, insurers and financial firms face manual processes that create regulatory risk, operational delays and a poor customer experience.
Manual regulatory compliance
Compliance reviews rely on spreadsheets, emails and loose documents. A regulatory requirement that isn't documented on time can mean fines, sanctions or license revocation. Teams spend weeks preparing for audits that should be automatic.
Slow approval processes
A credit application, reimbursement or expense authorization passes through multiple people with no defined workflow. Documents get lost in email inboxes, approvals take days and customers wait without knowing the status of their request.
Delayed financial reports
Closing reports, portfolio indicators and risk metrics are generated manually, arrive days late and sometimes contain consolidation errors. Strategic decisions are made with outdated data.
Impersonal customer service
Customers call, wait on hold and receive generic answers. There's no context about their history, contracted products or previous inquiries. The experience feels cold and disconnected, pushing customers toward digital competitors.
Is your financial institution running on manual processes?
There's a better wayHow Nabú transforms financial operations
Approval workflows with assignees, deadlines and full traceability.
Digital approvals with full traceability
Every credit application, expense authorization or reimbursement follows a defined workflow with clear assignees, deadlines and automatic notifications. No more documents lost in email inboxes or approvals that take weeks with no explanation.
- Configurable workflows by request type: credits, expenses, reimbursements
- Automatic notifications to the next approver in the chain
- Complete history of every approval for audits
- Dashboards with average approval times and bottleneck detection
Financial indicators, portfolio metrics and performance in real time.
Real-time financial analytics
Dashboards updated instantly with portfolio indicators, risk metrics, transaction volume and product performance. Strategic decisions are made with today's data, not last week's reports.
- Past-due portfolio, delinquency and recovery indicators
- Performance metrics by product, branch and advisor
- Automatic alerts when an indicator crosses defined thresholds
- Report exports in standard formats for regulators
AI agent serving financial customers via WhatsApp around the clock.
AI agents for 24/7 customer service
An AI agent trained on your institution's products and services answers customer inquiries via WhatsApp, web or phone. It can inform about account statuses, procedure requirements, current rates and escalate to an advisor when needed.
- Answers inquiries about products, rates and requirements instantly
- Reports the status of applications and ongoing procedures
- Schedules appointments with financial advisors from the conversation
- Automatically escalates when it detects a request requiring human attention
Automated billing with reconciliation and integrated payment statuses.
Automated billing with zero manual errors
Billing is generated automatically based on contracted services, with integrated reconciliation and payment statuses visible for each customer. Manual entry errors are eliminated and accounting close time is reduced.
- Automatic invoice generation by product and period
- Payment reconciliation with real-time status updates
- Due date notifications and payment reminders
- Integration with accounting systems and regulatory formats
Ready to modernize your financial operations?
I want to see a demoThe modules a financial institution uses on Nabú
Each institution activates only the modules it needs. These are the most used in the financial sector.
Approvals
Authorization workflows
Analytics
Financial indicators
AI Agents
Customer service
Billing
Invoicing & reconciliation
CRM
Customer management
Customer communication
About Nabú for finance
It works for both. A five-person financial advisory firm can use approvals and CRM without activating the other modules. A bank with multiple branches can deploy the full system with differentiated roles, per-branch analytics and multi-level approval workflows. Each institution activates only what it needs.
Yes. Each type of request has its own workflow with the approvers, deadlines and conditions you define. You can create workflows for credits, operating expenses, reimbursements or any process that requires authorization. The system automatically notifies the next person in the chain and logs every step for audit purposes.
Yes. Dashboards reflect the most recent data available in the system. Portfolio indicators, transaction volume, risk metrics and product performance update as transactions occur, with no need to generate manual reports.
The AI agent answers general inquiries about products, requirements and procedure statuses. For sensitive information like balances or transactions, the agent verifies the customer's identity before sharing data and escalates to a human advisor when the inquiry requires it. All communication uses end-to-end encryption.
Nabú offers API integrations to connect with accounting systems, ERPs and core banking platforms. Billing, approval and metric data can be synced bidirectionally. The implementation team configures the connections based on each institution's existing infrastructure.
Modernize your financial operations with digital approvals, real-time analytics and AI agents.
Request a demo