FFless
LiveOnboardingLive
KYC11m
Pack complete · Helix Ltd
Status40m
Client can see it
Onboarding
Docs, checks, and a status clients can actually see — not a black box.
By industry · Regulated · multi-entity
Onboarding with a trail. Updates without the lag.
Client onboarding, ops, and communications that survive audit — for teams that can’t afford a sloppy CRM and a shared inbox.
SSO, audit, named rollout — typical for regulated teams
FFless
LiveFinance · liveLive
KYC11m
Pack complete · Helix Ltd
Ops40m
Renewal notice queued
Audit2h
Week log exported
Audit
Every action
SSO
Required
KYC
In the flow
Live inLondonLagosDubaiSingapore
How it actually runs
Banks, fintech, professional money.
This is not the Finance department. It’s how banks, fintechs, and professional-money teams run the work around the book: KYC packs, renewals, client letters, and an audit log. Lagos entity, London book, Dubai desk — one product that procurement and compliance can actually open.
Built for
- Banks
- Fintech
- Asset and advisory
Assign work · try itLive demo
How it shows up in finance.
FFless
LiveClient opsLive
Renewal40m
Notice queued
Owner1h
Named on the step
Client ops
Updates, renewals, and exceptions with a name on every step.
FFless
LiveCommsLive
Letter1h
Book-matched copy
Audit2h
Week log exported
Comms
The right letter, the right book, no copy-paste from last quarter.
In practice
What teams actually run.
KYC pack
Docs in, status out, a trail that survives the review.
Renewals
Notices queued with an owner. Exceptions aren’t a rumour.
Client letters
Book-matched copy. No last-quarter paste.
Weekly export
Audit log out. Procurement and compliance get a file, not a story.
Live in a week. Compounding after that.
01
Security and identity
SSO first. Then the desks.
02
Onboarding flow
KYC, status, and who can see the pack.
03
Run the book around the book
Ops, comms, and the export — every week.
“Compliance stopped being a folder. It’s the workflow.”
James Okonkwo · COO, RevWit
Questions
How finance teams usually buy and turn desks on.
Other industries
All solutions →
FlessLagos
Healthcare
Clinics, groups, and after-hours.
FlessLagos
Education
Admissions, parents, admin.
FlessLagos
Retail
Stores, sites, and the questions in between.
FlessLagos
Hospitality
Rooms, tables, guests — overnight.
FlessLondon
Professional services
Firms, practices, the work around the work.
