Product /05

TrustEngine Finance

Intelligent Automation for Financial Institutions

Decision engine via API that consolidates critical validations in a single endpoint. Onboarding, credit, fraud prevention, and compliance with complete audit trail.

Capabilities

End-to-end automation for financial operations with native governance

Document Validation

Verifies invoices and fiscal documents in real-time: authorization, cancellation, correction letter, and document age.

Compliance & PEP

Queries PEP (individuals and partners), Federal Revenue, active CNPJ, legal nature, and share capital.

Decision Automation

Applies objective rules and returns decision (approve/review/reject) with auditable reasons per rule.

Accelerated Onboarding

Reduces approval cycle by eliminating manual checklist. Standardizes risk criteria for all analysts.

Operational Efficiency

Less analyst queue, less manual review. Simple integration instead of multiple scattered queries.

Audit Trail

Each decision returns triggered rules, timestamps, and evidence by source. Complete traceability.

Use Cases

B2B Credit Analysis

Validates receivables, fiscal documents, credit risk, and protests. Automatic decision with rule-based justification.

Customer Onboarding

Accelerates new customer registration with automatic validations: CNPJ, Serasa, PEP, protests, and fraud signals.

Fraud Prevention & Conflict of Interest

Detects relationship signals between parties: same CNPJ root, same domain, matching email/phone.

Receivables Validation

Cross-checks invoices/SEFAZ, Federal Revenue, Serasa, and protests to approve document-backed operations.

Benefits

Reduces approval cycle: less time in analyst queue

Standardization: same criteria for everyone, end of 'depends on who analyzed'

Measurable and auditable risk: each decision comes with 'which rules triggered'

Simple integration: API instead of multiple scattered queries

Governance: when rejecting, rejects with reason — good for audit

Scalability: processes thousands of validations per second

Ready to automate your operations?

Schedule a demo and see TrustEngine Finance in action