AI-powered transaction reconciliation goes live for an RIA

Just went live with a really cool AI-powered transaction integration and reconciliation for an RIA. A simple, lightweight design that runs in the firm’s existing Azure subscription, and connects through the Orion and Salesforce APIs.

I love the human benefits for the firm. The app saves many hours a week of tedious labour-intensive reconciliation and tax calculations for skilled team members who have way better things to do.

I’m equally excited about the ROI. With Azure Functions and Microsoft Foundry, we get powerful AI compute and enterprise grade security across the firm-wide data footprint, all for the cost of a decent espresso per day.

Blows me away how much of an opportunity this pattern is for advice firms. 🤯 🙂