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AI Automation · India · UAE · Europe · North America

Replace the manual work your team
shouldn't be doing.

Workflow automation, compliance pipelines, and operations systems for FinTech NBFCs and D2C brands. We automate the repetitive, error-prone work so your team focuses on decisions that actually require humans.

35 hrs/wk

Manual ops work eliminated

logistics client, 4-carrier reconciliation

Zero

Billing disputes in 6 months

same client, post-automation

40%

Infrastructure and process cost saved

across automation layer

3 wks → 2 hrs

Month-end compliance reporting

FinTech client, New York

Who this is for

Two verticals. Clear return.

FinTech & NBFCs

Monthly compliance should not require your best analyst for two weeks.

Regulatory exports, loan book reconciliation, and audit preparation are high-skill work being done manually. We automate the entire data-to-report pipeline so your team reviews exceptions, not raw data.

  • RBI regulatory report automation
  • Multi-source loan book reconciliation
  • Exception alerting with routing logic
  • Audit trail automation with traceability
  • Scheduled compliance submission pipelines
D2C E-commerce

Your ops team is doing manually what should run itself.

Post-purchase journeys, returns, inventory alerts, and supplier coordination — all triggerable from data events. We build the automation layer so your team handles exceptions and strategy, not repetitive execution.

  • Post-purchase journey automation
  • Returns and refund workflow automation
  • Inventory threshold and reorder alerts
  • Ad spend to revenue reconciliation
  • Multi-channel data sync and reporting

What we automate

Six automation categories.

01

Workflow Automation for Finance Teams

Automated reconciliation, approval routing, exception flagging, and report scheduling. Replaces the Excel-and-email workflows your finance team runs manually every month.

02

Document Processing Pipelines

Automated extraction, classification, and routing of invoices, contracts, loan applications, and compliance documents. Structured output directly to your database or downstream system.

03

RBI Compliance Workflow Automation

Scheduled generation and validation of RBI regulatory submissions for NBFCs. Anomaly detection built in. Human review only needed for exceptions.

04

API Integration & Multi-system Data Sync

Connect your CRM, ERP, core banking system, ad platforms, and logistics providers into automated data flows. Single source of truth instead of manual exports and uploads.

05

Intelligent Monitoring & Alerting

Automated anomaly detection across your key business metrics. Alerts to Slack, email, or your ops dashboard when something needs human attention before it becomes a problem.

06

Operations Automation for D2C Brands

Post-purchase journeys, returns processing, inventory threshold alerts, and supplier order automation. Reduces ops headcount requirements as you scale.

Technology stack

Tools your team owns after handover.

Built with

PythonApache Airflown8nAWS LambdaAWS Step FunctionsPostgreSQLRedisKafkaFastAPITerraformDocker

Why TryData

Not a freelancer. Not a big agency.

Freelancer
Large Agency
TryData
Who builds your automation
Whoever's available
Junior staff after the pitch
Senior engineers, every engagement
Pricing model
Hourly billing, scope creep risk
T&M, open-ended retainers
Fixed scope · Fixed price · No surprises
Automation depth
Generic scripts
Generalist at scale
Reconciliation, compliance & multi-system sync as the core discipline
Accountability
Disappears post-delivery
Diffuse across account managers
30-day support window + retainer option
Ownership & lock-in
Code quality varies, no docs
Proprietary tooling keeps you dependent
You own the code, infra, and docs — no lock-in

FAQ

Common questions.

Free audit

Which workflows should your team stop doing manually?

In 30 minutes we'll map your top manual workflows, identify what's automatable, and give you a prioritised roadmap. No cost, no sales pitch.

dheeraj@trydata.io+91 8879352712
Mumbai · remote worldwide