AI-Powered Fintech & Banking Automation

Automate the browser-based workflows your finance, compliance, and operations teams run every day — across banking portals, payment platforms, and regulatory systems.

Invoice & AP Automation

Automate invoice processing, vendor payments, and accounts payable workflows across banking and payment portals. Skyvern navigates online banking interfaces, initiates payments, and reconciles transactions.

KYC/KYB Verification

Automate know-your-customer and know-your-business verification workflows. Pull business registration data, verify identities, and complete compliance checks across government and data provider portals.

Regulatory Compliance

Automate regulatory filings, compliance reporting, and audit documentation across financial regulatory portals. Handle SAR filings, BSA compliance, and state regulatory submissions.

Payment Reconciliation

Automate payment reconciliation across banking portals, payment processors, and accounting systems. Match transactions, identify discrepancies, and generate reconciliation reports.

Bank Statement Processing

Automate bank statement downloads, parsing, and data extraction across online banking portals. Pull transaction data, account balances, and statement documents.

Why Skyvern for Fintech

• SOC2 Type II certified for financial data security
• Works across banking portals without API dependencies
• Handles multi-factor authentication and security challenges
• Self-hosted deployment option for data sovereignty requirements

Frequently Asked Questions

How does Skyvern handle regulated financial data?

SOC 2 Type II certified with TLS 1.3 and AES-256 encryption. Self-hosted deployment for full data sovereignty. Isolated encrypted credential vaults with immutable audit trails.

What fintech workflows can Skyvern automate?

Invoice processing, KYC/KYB verification, regulatory filings, payment reconciliation, and bank statement processing.

How does building with Skyvern compare to building in-house?

Most in-house teams spend 3–6 months and $200K–$500K+ before reaching production reliability. Skyvern handles it out of the box.