Financial Services Integration Platform
Connect your core banking, CRM, ERP, and compliance systems — so clients, transactions, and exceptions stay reconciled across every system, without a spreadsheet in the middle.
Banks, insurers, and investment firms run Koodisi for loan processing, KYC onboarding, regulatory reporting, and finance operations — where a failed run has to be traceable, a policy change has to be reviewable, and both have to survive an audit.
The integration problems behind the backlog
Three integration problems Koodisi was built to solve for financial services teams.
Reconciliation
The ledger and the CRM disagree on the same client
A client record updated in Salesforce doesn't reach the core banking system until the nightly batch — so servicing, billing, and reporting each work from a different version of the truth. The break is only discovered at month-end close, when someone has to reconstruct which system was right.
Exception handling
Failed transfers surface as an inbox, not a queue
When a payment or onboarding step fails mid-flow, the error lands in an email alert with no record of what to retry, who owns it, or whether it was ever resolved. Fallout management becomes a person with a spreadsheet.
Audit
Proving what happened takes longer than the change itself
An auditor asks who approved a limit change and what data it touched. The answer lives across a ticketing system, a deployment log, and someone's memory — so a five-minute question becomes a two-week evidence hunt.
Finance Operations
Finance teams in banks, insurance firms, and investment management deal with high transaction volumes and complex approval chains.
- Invoice processing and AP workflows with 3-way matching
- Expense report routing and approval
- Month-end close data aggregation from multiple systems
- Financial reporting data pipelines
CRM and Client Data Integration
Client data is the lifeblood of financial services. Keeping CRM, portfolio, and service systems in sync is critical for accuracy and compliance.
- Bidirectional client record sync with conflict resolution and field mapping
- Onboarding document collection routed for review and approval
- Client onboarding data collection and downstream system provisioning
- Exception alerts routed to the right team with a case record created automatically
Compliance and Regulatory Reporting
Reporting and exception handling are often manual, error-prone, and expensive to evidence. Koodisi makes them repeatable and traceable.
- Report data aggregated from multiple systems and formatted on a schedule
- Threshold breaches detected in-flow and escalated automatically
- Execution logs capturing user, timestamp, inputs, and outputs for every run
- Policy exception approval routing by amount, department, or role
Why Koodisi for Financial Services
- Decision tables for policy logic
- Model limit checks, routing rules, and eligibility criteria as a readable grid instead of nested code — so risk and compliance teams can verify the rule without reading a workflow.
- Fallout management with Engage
- Failed transactions route into a managed retry and fallout queue with transaction logs, rather than an email alert nobody owns.
- Tenant isolation
- Isolated runtimes, credentials, and audit trails per tenant, with RBAC scoped to org, team, tenant, and environment.
- Execution-level observability
- Error counts, P50 and P99 latency, and per-activity Gantt traces for every run. Production metrics are retained for three months.
- Schema registry
- Register OpenAPI, JSON Schema, and WSDL definitions centrally so payload contracts stay consistent across every integration that touches them.
- NxAgent triage
- Ask and Auto modes investigate operational health against live metrics — so diagnosing a broken run doesn't start from a blank page.
Every system in your financial services stack
Connect the platforms your teams already run — through native activities where they exist, and through Koodisi’s REST Client for everything else.
Core banking & payments
- Payment gateways via REST Client
- Card processors via REST Client
- Message broker streams
- SFTP file exchange
CRM & client data
- Salesforce
- Microsoft Dynamics 365
- ServiceNow
- HubSpot
ERP & finance
- SAP
- Oracle NetSuite
- Workday
- Relational databases
Data & reporting
- AWS S3
- Azure Storage
- Google Cloud
- Data Tables
Identity & access
- SAML and OAuth providers
- Identity Provider activities
- API Manager client profiles
Files & formats
- CSV and fixed-width
- XML and JSON conversion
- Compression and encryption
- Diff and compare
Don’t see your system? Anything with an API connects through Koodisi’s REST Client — no waiting on a vendor roadmap.
Browse all connectors →FAQ
Common questions
What financial services teams ask before they build on Koodisi.
Want to go deeper? Talk to a solutions architect.
From the Blog
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