Notification delivery
Sends messages by both email and WhatsApp.
Automatic requests, through to delivery
Greg.
Banking Intelligence.
Do you know how much time your team spends chasing customer statements every month? I do that for you.
I send email and WhatsApp reminders, persist in the right tone, receive the file, extract data, convert it to OFX and archive it in the customer's folder. Automatic requests through to delivery.
My skills
Intelligent persistence98%
Automatic file reading93%
Automatic organization90%
Faster month-end closing85%
Continuous 24/7 operation99%
Productivity gains99%
Press play!
See Greg in action.
From request to archived file,
all automatic.
Does this sound familiar?
Late statements.
Closing stalled?
- You spend too long on repetitive requests, with everything piling up at month-end.
- You organize attachments and files manually while dealing with process errors.
- Customers ignore emails or don't answer reminder messages.
- Files in the wrong format or with incomplete information stop bank reconciliation, holding up the rest of accounting.
- I feel my operation could be twice as fast with automation.
Let me help you with that!
From request to archived file.
All automatic.
Tone-of-voice management
Adapts communication to use the right tone in every interaction.
Automated follow-up
Continuously follows up with customers without human intervention.
Response monitoring
Identifies which customers have replied and which haven't sent requested documents.
Document receipt
Automatically receives statements sent by customers.
Format identification
Recognizes received file types such as OFX or CSV.
Data extraction
Automatically extracts banking information from files.
Folder organization
Saves and organizes documents in each customer's correct folder.
Frequently asked questions
Any questions?
Is Greg's automation end to end?
Yes. He handles the entire workflow, from the first request to final file organization.
How can Greg optimize my monthly closing?
By eliminating manual tasks, he makes accounting and financial operations faster and more predictable.
When does Greg work?
Greg works 24 hours a day, even while you sleep, sending requests and organizing documents.
Can Greg personalize messages and emails?
Yes. You can approve or edit messages before they are sent.
How does Greg improve over time?
Every operation performed with Greg helps personalize responses and makes your agent smarter for your workflows.