Scale the back office without scaling headcount.
YP puts private AI employees inside your bank, asset manager or lender. They automate analysis, reconciliation and reporting, with approvals and audit trails built in across entities and jurisdictions.
Increase throughputReduce risk exposureStay ahead of regulation
More financial work done, without loosening the controls.
YP's AI employees pull the numbers, build to your templates and draft the review-ready output. They run your playbooks and approval flows so repetitive checks are automated, risk is surfaced instantly, and every figure is traceable to source across business lines and jurisdictions.
How financial services teams put YP to work.
Reconciliation & controls
Match records across systems, flag the exceptions that need a human, and keep the evidence for every clear.
Credit & lending files
Assemble the file, spread the financials and draft the credit memo, leaving the decision with your officers.
AML & compliance screening
Screen against your rules, show the reasoning, and route anything consequential to a named approver.
AP / AR & the close
Code invoices, chase the missing data and draft the month-end pack, with a person approving anything that posts.
Client & regulatory reporting
Draft reports in your templates with every figure traceable to source, ready for review and sign-off.
Research & summarisation
Digest filings, memos and market data into decision-ready briefs, each point cited back to the source.
Every role in financial services, one AI workforce.
And 200+ other roles using YP to increase their productivity by 400%.