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Secure. Simple.

Collaborative.

Streamline your funds flow processes with Syndagent—the cutting-edge platform built to unify, secure, and validate disbursement and closing workflows for issuers, capital providers, law firms, and investment banks.

Fund Flow Summary Image
Features

A powerful feature set built for capital markets

Simplify transactions, securely verify wire instructions, and reduce human error in disbursements.

  • Comprehensive Transaction Insights

    Stay on top of transactions with real-time tracking, collapsible views, and full audit trails.

  • Intuitive Visualizations

    Easily follow the flow of funds with Sankey diagrams and interactive visualizations.

  • Robust Security Measures

    Safeguard data with MFA, encrypted storage, and recipient verification.

  • AI-Driven Financial Guard

    AI flags errors, extracts invoices, and validates wire data in seconds.

How It Works

A guided workflow to manage transactions from start to finish

From secure project setup to final approval and analysis, each step is purpose-built to simplify collaboration, verify critical instructions, and streamline fund movement in capital markets.

Step 1: Start the Project
Start the Project

Start the Project

Create a secure and organized workspace to manage your transactions end-to-end.

New project creation
Custom access roles
Private & secure setup
Built-in document controls
Step 2: Invite & Collaborate
Invite & Collaborate

Invite & Collaborate

Bring in recipients, contributors, and teams to upload and manage documents together.

User invitations
Invoice upload
Instruction sharing
Team collaboration
Step 3: Verify & Approve
Verify & Approve

Verify & Approve

Ensure all financial data and documents are accurate and verified prior to execution.

Approval workflows
Instruction review
Data validation
User-level permissions
Step 4: Analyze & Visualize
Analyze & Visualize

Analyze & Visualize

Use AI-powered tools and visual insights for clarity in funds movement.

Sankey visualizations
Risk detection
AI-powered analysis
Fund flow clarity
Contact Us

Let’s talk about simplifying your financial operations

We’d love to show you how Syndagent can streamline closings, manage disbursements, and secure your transactions.

Ready to modernize your financial workflow?

Ditch the old workflows. Embrace security, visibility, and smart automation with Syndagent — the platform designed for modern financial professionals.