Lokta Core
Lokta Core is the AI-first loan management system for banks, NBFCs, and digital lenders that want to run modern lending without trading away control, auditability, or sovereignty. It is built so the AI workflows your team is already piloting — agentic servicing, intelligent collections, copilots for credit ops — work natively on the same book of record, not as bolt-ons.
For a CXO, the question is what changes on Monday. Three things. Faster product launches: new loan products and policy changes ship in days, not quarters, because the platform is policy-driven and governance-first. Lower run cost: a single audit-ready system replaces stitched-together LMS, BRMS, collections, and reporting tools. AI-ready by default: every action — operator, customer, or agent — is policy-bounded, maker-checker enforced, and evidence-backed, so the AI use cases your board is asking about can actually go to production.
Lokta Core also gives you choice on deployment—managed SaaS, single-tenant cloud.
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TaxOrch
TaxOrch is an AI-powered tax platform built to bring transparency and auditability to tax compliance and client workflows, with a White-label licence for accounting firms, banks and fintechs. Unlike typical generative AI tools, TaxOrch refuses to guess or hallucinate financial numbers. It combines synthetic and generative AI with a rigid, rules-based tax calculator, so every figure is backed by tax rules and shows its official source and tax year. If a rule cannot be verified, TaxOrch alerts the user instead of giving an unverified estimate.
Intelligent document workflows read W-2s, 1099s, K-1s, P60s, T4s, receipts and invoices, flag missing documents and cut manual document chasing. Firms run each engagement through a 14-step workflow with maker-checker review, reviewer sign-off and a tamper-evident audit trail.
Enterprise data security includes isolated workspaces, SSO, SCIM and data residency. White-label partners can plug in certified tax rule sets under their own brand.
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Massdriver
Massdriver is an internal developer platform and platform orchestrator. Platform teams publish the Terraform, OpenTofu, and Helm they already write to a catalog; developers and AI agents provision from it with policy enforced before every deploy. Self-hosted or managed.
Platform and operations teams encode their security, compliance, and cost requirements into pre-approved modules using the IaC tools they already use. Developers and AI agents discover and provision those modules from a central catalog, and policy is checked before anything is created. Built-in secrets management, monitoring, and attribute-based access control cover AWS, Azure, GCP, and Kubernetes.
Massdriver generates an ephemeral pipeline per deploy from each module's own tooling, so there are no standing CI/CD pipelines to maintain. Run it self-hosted, on-prem, or in your cloud, or let Massdriver manage it for you.
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Next Matter
Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on.
Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.
Trusted by regulated financial operations teams across Europe and the US
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