RPA in Fintech

Problems We Solve

Manual Transaction Reconciliation

Matching transaction records across payment providers, banks and internal systems by hand leaves room for errors and takes hours each day. RPA pulls and reconciles data automatically, flagging only the discrepancies that need review.

Slow Compliance Checks

KYC, AML and regulatory reporting done manually creates bottlenecks and audit risk. Automated compliance workflows run checks on schedule and produce documentation your team does not have to build from scratch.

Repetitive Data Entry

Moving client and transaction data between your CRM, payment gateway and accounting tools by hand is error-prone and time consuming. We connect your systems so data moves without anyone typing it twice.

Delayed Financial Reporting

Building financial reports manually at the end of each period ties up analyst time that could go toward growth work. RPA generates recurring reports automatically with data pulled straight from source systems.

Payment & Banking System Integration

We connect your payment gateways, banking APIs and internal tools so transaction data flows automatically across systems without manual imports or exports.

Compliance & KYC Workflow Automation

Automated KYC checks, AML monitoring and regulatory reporting workflows run on schedule, keeping your compliance posture current without tying up your team.

Curious which RPA solution fits your business needs?

View Our Presentation Free audit

Fintech Challenges RPA Solves

Speed up reconciliation

Manual matching of transactions across providers takes hours and misses things. RPA handles the matching automatically and surfaces only the gaps that need a human decision.

Reduce compliance risk

Compliance tasks that slip through manual processes create audit exposure. Automated checks and documentation keep your records consistent and your team ahead of reporting deadlines.

Scale operations without adding headcount

As transaction volume grows, RPA absorbs the extra reconciliation, reporting and data entry work, so your operations do not have to scale proportionally to your revenue.

Our Development Process

Get PDF Free audit

Discovery Call

Initial consultation. Project assessment. Solution overview.

Strategy & Proposal

Refine project scope. Define clear goals. Deliver tailored solutions.

Integration

Optimize workflows. Enhance collaboration. Accelerate growth.

Support, Monitor & Scale

Maximize uptime. Ensure peak performance. Drive continuous improvement.

Implemented
Workflows

NDA

AI-Powered Recruitment Automation for Affiliate Marketing

Workflow Automation

AI Implementation

A four-module AI layer that took a high-velocity affiliate marketing recruiting team from manual notes and ad hoc sourcing to standardised briefs, evaluations and branded assets, live in four weeks.

AI-Powered Recruitment Automation for Affiliate Marketing

NDA

AI-Powered Recruitment Admin Automation

Workflow Automation

AI Implementation

Recruitment

A lightweight n8n and AI pilot that took a two-person UK recruitment boutique from manual notes, CVs and follow-up tracking to a fully automated admin cycle, delivered in five working days.

NDA

AI-Powered Lead Generation Platform

AI Implementation

Sales Automation

Sales

A custom outbound platform that replaced four disconnected tools with one AI-orchestrated pipeline for a UK recruitment consultancy, turning hiring signals into qualified conversations without the manual legwork.

View All Projects

What clients say about us

They are truly experienced specialists who work in a well-coordinated way.

Sidis Group has delivered around 15 well-tested features, saving the client approximately 100 man-hours. The team has a well-structured process and communicates effectively. They're also professional, experienced, and organized. Overall, the client is very satisfied with Sidis Group's work.

Nikolay Popov

Head, AdKey.app

There have never been any critical issues with timing or estimation.

Sidis Group has launched the client's MVP within the agreed timeline and budget. The team has deployed the platform into production with live users and improved operational efficiency due to optimized business processes. Moreover, Sidis Group has integrated key third-party providers.

Denis Gulagin

CEO & Founder, Bakksy

Their genuine interest in the project was most impressive.

Sidis Group's completed the project quickly and on time. The team responded promptly to requests and handled all adjustments efficiently throughout the project. Moreover, they were highly engaged, proactive in suggesting improvements, and committed to achieving optimal results.

Dmytro Kaminskyi

IT Support Engineer for E-Commerce & Amazon, I'm a Natural

GET IN TOUCH

Fill out our contact form for a free consultation, or book an online meeting directly via Calendly.

We discuss your project even if you have just a raw idea.

We choose a model and approach that are suitable for your case and budget.

Questions & answers

What fintech processes are best suited for RPA?

RPA works well on structured, rules-based processes: transaction reconciliation, KYC data verification, regulatory report generation, client statement production and payment status monitoring. If a process follows the same steps every time, it is usually automatable.

Can RPA connect to our payment gateway and core banking system?

Yes. We have integrated RPA workflows with providers like Stripe, Plaid, Salesforce Financial Services Cloud and core banking platforms. If your platform has an API or structured data output, we can typically connect to it.

Does RPA help with regulatory compliance?

It helps with the process side of compliance: running checks on schedule, generating documentation, flagging exceptions for review and maintaining an audit trail. The regulatory judgement still sits with your team.

How do you handle sensitive financial data?

RPA bots operate within your existing access controls and do not store data separately. We follow your security requirements and can work within SOC 2 or ISO 27001 aligned environments.

How long does a typical fintech RPA project take?

A focused automation, like reconciliation or report generation, usually takes two to four weeks. A broader compliance or multi-system integration project runs four to eight weeks depending on scope.