Fintech / Financial Operations · Storehouse360
Financial Operating System
A complete white-label financial operating system — client portal, automated credit & dispute workflows, 3-bureau monitoring, AI document generation, and subscription billing in one platform.
Financial services businesses run on accuracy and turnaround. This is a complete financial operating system — onboarding, client portal, automated credit and dispute workflows, monitoring, communications, and billing — in one white-label platform, so your team handles exceptions instead of paperwork and clients watch progress in real time.
The Problem
Financial operations drown in manual workflows, bureau tracking, document generation, and client updates — work that scales linearly with headcount and is riddled with errors that cost clients results.
What's Included
- Branded client portal with onboarding and real-time progress
- Automated 3-bureau monitoring and dispute workflows with status tracking
- AI-generated documents and letters tailored to each case
- Subscription billing and payment processing (Stripe)
- Lob / mail API integration for physical letter delivery
- Automated client communications and milestone notifications
How it works
- 1Client signs up and is onboarded through a branded portal
- 2The system pulls 3-bureau data and flags every actionable item automatically
- 3AI drafts tailored dispute and document workflows, ready for review
- 4Letters are mailed via the Lob API and tracked through to delivery
- 5Client dashboards update in real time, and billing runs on Stripe
Tech Stack
Timeline & Investment
Want this system built for your business?
Book a free strategy call to scope it, or take the 90-second audit to see your highest-ROI starting point.