Improve accuracy.
Cross-checked figures, verified calculations and conclusions linked to their sources.
AN AI ECOSYSTEM FOR FINANCE
Automate
finance,
not your judgement.
ButtonwoodLM connects analysis, controls and reporting to automate financial workflows from start to finish. Less manual work, greater accuracy and more time to make decisions.
In development, from credit review to a complete financial ecosystem.
OUR VISION
From the first document to action.
DocumentsDataBusiness rules
ButtonwoodLMA shared foundation for financial teams
Analyse
Cross-check, calculate, summarise
Verify
Sources, gaps, uncertainties
You have the final say.Approve · Investigate · Decline
ON YOUR TERMS
MonitoringReportingActions
Speed up analysis.
Less gathering, re-entering and manually checking data. More time to assess what matters.
Stay in control.
You choose what can be automated and what needs your approval.
ONE PLATFORM, MULTIPLE FINANCIAL FUNCTIONS
The full financial workflow,
in one ecosystem.
The ambition goes beyond a document assistant. Credit, asset management, risk and compliance modules will share the same data, so each stage builds on the work already done.
A credit review
ready for your assessment.
ButtonwoodLM brings documents together, cross-checks figures and flags issues. Review a structured analysis instead of starting from scratch with every file.
THE INTENDED RESULT
- A reasoned financial summary
- Identified inconsistencies and missing documents
- Sources and assumptions to verify
ILLUSTRATIVE REPORT
For review
Credit review note
Financial positionSummary & ratios
Issues for reviewGaps & missing information
Supporting evidenceSources & assumptions
A clearer view
of your portfolios.
Holdings, exposures, concentrations: bring together the information behind your allocation decisions without rebuilding the data each time. You stay in control of the portfolio.
THE INTENDED RESULT
- A consolidated portfolio view
- Highlighted exposures and deviations
- Analysis to support allocation decisions
ILLUSTRATIVE REPORT
For review
Portfolio review
AllocationHoldings & exposures
Areas of attentionConcentrations & deviations
Decision supportScenarios & assumptions
Spot discrepancies
before you decide.
ButtonwoodLM checks operations against your internal rules and documents discrepancies. Your teams get the evidence they need to assess alerts and act.
THE INTENDED RESULT
- Checks linked to applicable rules
- Alerts for your teams to assess
- A record of findings and approvals
ILLUSTRATIVE REPORT
For review
Control report
ScopeOperations & internal rules
FindingsGaps & supporting evidence
ResponseAssessment & follow-up
Planned use cases. Examples show intended deliverables, not an already available service.
AUTOMATION UNDER YOUR CONTROL
You set the rules.
Choose what can move forward automatically and what requires approval. Check the sources, ask for more information or stop the process. Automation follows your rules.
Go back to the sources
Trace findings back to the original information.
See what still needs checking
Facts, assumptions and missing information are kept distinct.
Define permissions
Set permitted actions and required approvals.
APPROVAL CHECKPOINTSimulation
The summary is ready.
The information is assembled for your review.
EXAMPLE CASE
One assumption requires your judgement.
YOUR CHOICE
No action taken.
The workflow is waiting for your choice.
Illustrative interaction. No real case, no action executed.
THE AMBITION AND THE FIRST STEPS
Credit is the starting point,
not the limit.
FOUNDATION IN DEVELOPMENT
Document research
Find the right information and its source in your documents. This research foundation (RAG) will support every module.
THE FIRST TARGET USE CASE
Credit review
Turn a collection of documents into a reasoned credit review, with figures, sources and issues to check.
THE DIRECTION
Financial automation
Gradually connect asset management, risk, compliance and reporting in one environment.
How will the benefits be tested?
We will compare the same cases with and without ButtonwoodLM: total time including human review, errors or omissions detected, and corrections before approval. Results will include the measurement method. No numerical gains will be claimed before those tests.
YOUR PRIORITIES
What will you
automate first?
Files to prepare, checks to repeat, reports to produce: let’s discuss the work you want to speed up.