For FinTech

For FinTech

Settlement with a Single-Click Action

Settlement with a Single-Click Action

Automated payment matching and reporting with one-click human approval, freeing your team for other tasks.

Automated payment matching and reporting with one-click human approval, freeing your team for other tasks.

Explore More

Explore More

Book Demo

Book Demo

Trusted by top global fintechs

  • Settlement Prepared

    All required settlement steps are queued for execution.

    Collecting files…

    Inputs Collected

    System outputs, approved documents, and risk/compliance feedback gathered.

    Reconciling data…

    Reconciliation Completed

    Payments matched with orders, commissions and fees calculated; draft report generated.

    Reviewing exceptions…

    Human Approval Given

    Human in Control reviewed and approved the draft report, making adjustments if necessary.

    Generating report…

    Audit-Ready Report Created

    Upon approval, PDF and CSV reports generated and archived in the system.

    Notifying client…

    Report Delivered

    Client notified with the settlement report; relevant teams updated.

    Congrats! Settlement completed.

  • Settlement Prepared

    All required settlement steps are queued for execution.

    Collecting files…

    Inputs Collected

    System outputs, approved documents, and risk/compliance feedback gathered.

    Reconciling data…

    Reconciliation Completed

    Payments matched with orders, commissions and fees calculated; draft report generated.

    Reviewing exceptions…

    Human Approval Given

    Human in Control reviewed and approved the draft report, making adjustments if necessary.

    Generating report…

    Audit-Ready Report Created

    Upon approval, PDF and CSV reports generated and archived in the system.

    Notifying client…

    Report Delivered

    Client notified with the settlement report; relevant teams updated.

    Congrats! Settlement completed.

  • Settlement Prepared

    All required settlement steps are queued for execution.

    Collecting files…

    Inputs Collected

    System outputs, approved documents, and risk/compliance feedback gathered.

    Reconciling data…

    Reconciliation Completed

    Payments matched with orders, commissions and fees calculated; draft report generated.

    Reviewing exceptions…

    Human Approval Given

    Human in Control reviewed and approved the draft report, making adjustments if necessary.

    Generating report…

    Audit-Ready Report Created

    Upon approval, PDF and CSV reports generated and archived in the system.

    Notifying client…

    Report Delivered

    Client notified with the settlement report; relevant teams updated.

    Congrats! Settlement completed.

3x

Faster than manual settlement flows.

< 5 min

From raw data to client-ready report.

< 5 min

From raw data to client-ready report.

94%

Drop in follow-up emails from finance.

94%

Drop in follow-up emails from finance.

Accurate & Audit-Ready

Accurate & Audit-Ready

Accurate & Audit-Ready

Settlement Now Agentized

Automate payment reconciliation from file collection to client-ready report, with Human in Control reviewing and approving at every step.

Ingest & Collect Inputs

Ingest & Collect Inputs

Ingest & Collect Inputs

Upload statements, auto reconcile

Upload system outputs (transactions, payouts, fees)

Upload system outputs (transactions, payouts, fees)

Upload system outputs (transactions, payouts, fees)

Pull approved docs & commission rates from onboarding/landing

Pull approved docs & commission rates from onboarding/landing

Pull approved docs & commission rates from onboarding/landing

Add risk/compliance notes for context

Add risk/compliance notes for context

Add risk/compliance notes for context

Book a Demo

Book a Demo

Book a Demo

Automated Matching

Automated Matching

Automated Matching

Reconcile automatically, review only exceptions

Match payments to orders and compute fees/commissions

Match payments to orders and compute fees/commissions

Match payments to orders and compute fees/commissions

Highlight mismatches and missing records for Human in Control

Highlight mismatches and missing records for Human in Control

Highlight mismatches and missing records for Human in Control

Draft settlement report generated in seconds

Draft settlement report generated in seconds

Draft settlement report generated in seconds

Book a Demo

Book a Demo

Book a Demo

Audit-Ready Delivery

Audit-Ready Delivery

Audit-Ready Delivery

Approve and send client-ready reports

One-click human approval with full audit trail

One-click human approval with full audit trail

One-click human approval with full audit trail

Generate PDF + CSV/XLS exports

Generate PDF + CSV/XLS exports

Generate PDF + CSV/XLS exports

Notify client and finance; archive in system

Notify client and finance; archive in system

Notify client and finance; archive in system

Book a Demo

Book a Demo

Book a Demo

Compliance-Ready

Compliance-Ready

Compliance-Ready

Advanced Settlement Capabilities

Streamline settlement ops with automated file ingestion, intelligent matching, instant report delivery, and plug-and-play integrations, all agent-powered.

Matching Engine

Auto-match payments, fees, refunds.

Matching Engine

Auto-match payments, fees, refunds.

Matching Engine

Auto-match payments, fees, refunds.

Bank & Processor Ingestion

Scheduled collection of bank statements and payment processor files via API

Bank & Processor Ingestion

Scheduled collection of bank statements and payment processor files via API

Bank & Processor Ingestion

Scheduled collection of bank statements and payment processor files via API

Report Builder & Delivery

Client-ready reports generated within seconds

Report Builder & Delivery

Client-ready reports generated within seconds

Report Builder & Delivery

Client-ready reports generated within seconds

Seamless API Integration

Plug-and-play integration with existing accounting systems

Seamless API Integration

Plug-and-play integration with existing accounting systems

Seamless API Integration

Plug-and-play integration with existing accounting systems

Not only Custom

Not only Custom

Not only Custom

Tailored to your

Workflows

Operations

Processes

Workflows

Workflows

Operations

Processes

Workflows

Workflows

Operations

Processes

Workflows

We work closely with FinTech teams to build AI agents customized to their real-world operations. Talk to our team to explore automation opportunities and get a free assessment of your current workflows.

Book a Demo

Book a Demo

Book a Demo

New Services

New Services

New Services

Explore Our Agentic Workflows

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Proven ROI

Proven ROI

Proven ROI

Redefine Settlement

Trusted by FinTech and AI Leaders

Trusted by FinTech and AI Leaders

Trusted by FinTech and AI Leaders

“settlement agents helped us deliver client-ready reports in under 2 minutes.”

From file ingestion to report delivery, Upsonic handles the entire process with automation and human approval, saving hours for ops and finance teams.

Michael Torres

Michael Torres

Michael Torres

Head of Finance Operations @Paywise

Head of Finance Operations @Paywise

@company

Trusted by Worldwide FinTechs

Trusted by Worldwide FinTechs

Trusted by Worldwide FinTechs

The problem is generic agents that aren’t fit for your workflows.

The problem is generic agents that aren’t fit for your workflows.

Start with

Start with

Start with

Why Choose Upsonic?

Traditional RPA
LLM Agents
Upsonic

Setup & Deployment

× Slow

× Manuel scripting

✓ Fast

× Unreliable

✓ Fast

✓ Upsonic platform and agentic workflows can be easily deployed to your local server within minutes. Agentization begins as soon as we work together.

All in One Hub

✓ Single-purpose automation

× No central agent hub

✓ Isolated agents

× No unified framework

✓ Create your agent

✓ Our Agent Framework enables you to create agents for your fintech operations.

Flexiblity & Tailored

× Limited flexibility

× Not workflow-adaptable

✓ High flexibility

× Not workflow-adaptable

✓ High flexibility

✓ Upsonic educates an agentic workflow tailored to your needs for reliable, human-level results under your control.

Maintenance & Updates

× Manual updates

× High downtime

× Complex prompt tuning

✓ Platform maintenance and development are handled by us to increase the training level of agents continuously. Besides maintenance, our platform is up %99.99 of the time.

Real ROI

Real ROI

Real ROI

Start Agentize Fintech Operations

Book a demo to watch agents work in production.

Start Now

Start Now

Start Now

80%

Auto Onboarding

6x

Fast Operation

740hr

Time Savings