Cut documentation time by 95%
Cut documentation time by 95%
Cut documentation time by 95%
Financial Services Document Automation
Manual documentation in financial services isn’t just inefficient—it’s a risk. Whether it’s onboarding workflows, compliance procedures, or investment operations, most financial organisations still rely on outdated tools to capture and manage process documentation. The result? Inconsistency across teams, reduced transparency, and elevated compliance costs.
Fluency was purpose-built to solve this. We provide automated document processing for financial services, enabling operations teams to capture and structure complex workflows in real time—without relying on Word docs, screenshots, or screen recorders.
Financial Services Document Automation
Manual documentation in financial services isn’t just inefficient—it’s a risk. Whether it’s onboarding workflows, compliance procedures, or investment operations, most financial organisations still rely on outdated tools to capture and manage process documentation. The result? Inconsistency across teams, reduced transparency, and elevated compliance costs.
Fluency was purpose-built to solve this. We provide automated document processing for financial services, enabling operations teams to capture and structure complex workflows in real time—without relying on Word docs, screenshots, or screen recorders.
Financial Services Document Automation
Manual documentation in financial services isn’t just inefficient—it’s a risk. Whether it’s onboarding workflows, compliance procedures, or investment operations, most financial organisations still rely on outdated tools to capture and manage process documentation. The result? Inconsistency across teams, reduced transparency, and elevated compliance costs.
Fluency was purpose-built to solve this. We provide automated document processing for financial services, enabling operations teams to capture and structure complex workflows in real time—without relying on Word docs, screenshots, or screen recorders.
Trusted by Leading Operations Teams
Trusted by Leading Operations Teams
Why Documentation is a Growing Risk for Financial Firms
Smarter SOPs for the Financial Industry. Built Automatically.
Purpose-Built for Finance & Asset Management
Real Use Cases in Financial Services
Security & Compliance at the Core
Why Fluency?
Why Documentation is a Growing Risk for Financial Firms
Smarter SOPs for the Financial Industry. Built Automatically.
Purpose-Built for Finance & Asset Management
Real Use Cases in Financial Services
Security & Compliance at the Core
Why Fluency?
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance & Audit Stress
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance Risk
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance & Audit Stress
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
Documentation that writes itself
1. Click record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
Documentation that writes itself
1. Click Record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
1. Click record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
Documentation that writes itself
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
Enterprise-Grade Security
Protect your process knowledge with infrastructure that meets enterprise compliance standards. Every recording, every SOP—secure by default.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Role-based Access Controls
Australian Data Sovereignty
Third-party Penetration testing
Enterprise-Grade Security
At Fluency, we understand that processes often contain an organisation's most sensitive information.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Role-based Access Controls
Australian Data Sovereignty
Third-party Penetration testing
Enterprise-Grade Security
At Fluency, we understand that processes often contain an organisation's most sensitive information.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency