Where Finance
Meets Innovation

Intelligent Process Automation purpose-built for regulated financial services, where accuracy isn't optional

Intelligence, Always On

24/7 Processing

CoreAdmin AI operates around the clock, processing invoices, reconciling transactions, and managing workflows while your team focuses on high-value activities.

Recursive Auditing

Intelligent audit trails that self-verify and cross-reference, ensuring complete accuracy in financial records and full compliance with regulatory requirements.

Seamless Integration

Works with your existing financial systems without disruption. Connect to accounting software, ERPs, and banking platforms through secure, intelligent automation.

Built for Financial Services

Accelerate Operations

Process transactions 5x faster with intelligent automation

Reduce Costly Errors

99.5% accuracy eliminates manual data entry mistakes

Built for Compliance

Full audit trails and transparent AI decision-making

Actionable Insights

Real-time dashboards for cash flow and payment trends

Scale Without Headcount

Handle growing volumes without proportional team growth

Enterprise Security

Bank-grade encryption and data protection standards

Invoice Lifecycle

Scroll to explore how invoices move from capture through approval to payment.

Invoice Lifecycle

Phase 1

Capture and classify

OCR Active

Inbox Intake

Harbour Marine LtdInvoice PDF scanned from shared mailbox

Queued

North Pier ServicesEntity and due date matched automatically

Matched

Fiduciary Ops JerseyBank details verified against supplier record

Verified

Confidence 99.2%

Triage

New supplier detected
VAT code suggested
Duplicate scan cleared

Phase 2

Review and approve

Routing Live

Approval Queue

Atlas Corporate ServicesDue Friday / coded to Corporate Admin

Review

Dockside EngineeringSupporting quote attached / owner sign-off required

Flagged

Valetta Trust OfficeAll checks complete / ready for authoriser

Ready

Approver Load 12 live items

Controls

Exception notes attached
Dual approval enforced
Due-date risk surfaced

Phase 3

Release and reconcile

Batch Ready

Payment Batch

Batch 24-03128 approved invoices / settlement window 14:30

£148,420

Cash PositionLiquidity check completed before release

Clear

Export PackBank file, remittance notes and ledger references assembled

Prepared

Audit Trail

Capture logged Approval history sealed Release event timestamped

Readiness 100%

Additional Co-Admin Tools

Client Onboarding

Regulatory compliant process flow with automated assistance

Investor CDD/KYC

Assistance in identifying outstanding documents and reviews

Capital Calls & Distributions

Automation of calculations, notices, payments, reconciliations

Tailored Solutions

More processes coming soon, tailored to your requirements

Ready to Transform Your Operations?

See how CoreAdmin AI can accelerate your financial administration with a personalised demo.

Request a Demo Try CoreAdmin