Atfinity is a no-code platform that automates custom client processes without writing a single line of code
Automate complex processes within weeks
Easy to integrate with your infrastructure
Looking to integrate Atfinity into your IT-architecture? Atfinity has an extensive API to get data out of and into other systems. You can even integrate data sources, such as your core banking system, directly into Atfinity’s user interface.
We also offer standard integrations with LDAP, Azure Active Directory, WorldCheck, ComplyAdvantage, Avaloq, Digicert QuoVadis, IDnow and more.
Change processes yourself
Our cloud or your servers
Standalone or headless
Built with banking-level security
Upload your existing documents
- First, simply upload your existing forms, documents and checklists to Atfinity.
- You can also connect your exisiting APIs or activate some of our standard integrations, such as WorldCheck.
- If you are just starting, we are happy to share some of our best practices on what documents and APIs you will need for your process.
Define when these documents are needed
- ... simply tell Atfinity when your document, form or checklist is needed. For example this W-9 form is needed for every individual person living in the US.
- Next just place fields like first name or date of birth on the document.
- Once you have gone through all your documents and APIs, Atfinity calculates the optimal process for you...