The AI WorkOS Built for Financial Services.
The first AI-powered work platform designed to unify your Audits, Client Onboarding, and Regulatory Compliance. Simplify due diligence and wealth management workflows in one secure, SOC2 compliant workspace.
Meet your new AI Team.
Use pre-built agents or build your own from scratch.
Stop managing risk in silos.
Errors happen when your data is scattered across emails, legacy spreadsheets, and disconnected chat tools.
Kroolo connects your client files, audit trails, and team communication in one AI-driven workspace, ensuring nothing falls through the cracks.
35%
of billable hours are lost to manual data entry and compliance checks.
Fast-Track KYC & AML Processes
Onboarding high-net-worth clients shouldn't take weeks. Upload your standard onboarding checklist PDF, and let Kroolo's AI instantly create a project with tasks for ID verification, risk assessment, and contract signing.
Instant Answers to Policy Questions
Don't waste time searching through 50-page policy documents during an audit. Upload your compliance manuals to Kroolo and use the "Chat with Doc" feature. Ask questions like "What is the retention period for Q3 trading logs?" and get an instant, cited answer.
Secure Due Diligence Workflows
M&A deals require strict access control and flawless coordination between legal and finance teams. Use Kroolo to manage the workload of your analysts. Assign tasks for financial modeling and legal review while keeping sensitive documents secure within the project.
Align Advisors with AUM Targets
Ensure your advisors are focused on growth. Kroolo links daily activities (e.g., "Call 50 prospects") directly to high-level OKRs (e.g., "Increase Assets Under Management by 10%"). Visualize progress towards quarterly revenue goals in real-time.
Built for Financial Professionals
Empowering every role from the Managing Partner to the Analyst.
Portfolio Visibility & Risk
Get a high-level view of all active deals, audits, and client portfolios in one dashboard. Spot risks before they become liabilities.
• Risk Dashboards: Visualize potential compliance breaches or delayed audits across the firm.
• AI Summaries: Ask Kroolo to "Summarize the status of the Merger Deal X" for a quick update before a meeting.
• Strategic OKRs: Track the firm's progress against annual revenue and AUM targets.
Make Compliance Part
of the Workflow.
Your clients trust you with their future. Trust your operations to Kroolo. Join the financial leaders scaling with Kroolo.