Fontana Flow sits across the operational seams: Handoffs, reconciliations, exceptions, approvals, operating rules, AI assistance, workflow execution, and audit evidence. It is one governed layer making financial-operations work explicit, controlled, reusable, and auditable between platforms and providers.
Financial firms already have core platforms. The difficult operational work happens between them: interpreting files, aligning fields, checking outputs, routing exceptions, approving changes, and proving what happened. Fontana Flow automates the cross-system work without replacing the systems of record.
Fontana Flow enables AI where it adds value: analysing messy source material, drafting mappings, explaining exceptions, and proposing configuration. Production workflows only run inside approved rules, boundaries, ownership, and deterministic controls.
Analyse files, schemas, and source outputs without approval
Infer fields, mappings, and validation checks for review
Draft operating specifications and mapping proposals
Explain breaks, exceptions, and supporting evidence
Propose workflow configuration before it is applied
Summarise evidence packs for reviewers
Change production rules or workflow boundaries
Approve exceptions, outputs, or control changes
Execute operational steps in production
Bypass prompt, output, routing, version, and decision logs
Override named owners, approval gates, or control policies
Act outside defined permissions and data-class boundaries
Fontana Flow turns recurring operational work into governed execution. Each workflow follows approved logic, enforces controls, routes exceptions to owners, and records evidence for review, audit, and replay.
Teams review mappings, thresholds, controls, owners, and escalation paths before production use.
Approved steps execute repeatably across validation, reconciliation, exception handling, output, and delivery.
Every run keeps source lineage, rule versions, approvals, exceptions, outputs, and replay history.
Fontana provides templates for common operating patterns, interactive tutorials in a sandbox, and permissioned team spaces for sharing and collaborating on workflow logic.
Start from pre-built templates for common operating patterns: reconciliation, onboarding, reporting, and exception handling.
Learn every Fontana Flow capability in a sandbox environment with guided, pre-made tutorial workflows.
Share and collaborate on workflows with permissioned RBAC: team spaces, roles, and ownership your security model already recognises.
Connect upstream sources and downstream destinations through governed ingestion, enrichment lookups, and automated export, without ad-hoc scripts or disconnected spreadsheets.
Ingest data from major databases, SaaS, files, APIs, streams, and custodian feeds into governed workflow datasets.
Use external data for reconciliation, lookups, verification, and enrichment without copying bulk datasets into ad-hoc spreadsheets.
Automatically upload transformed data to internal or downstream warehouses, lakes, BI, accounting, and domain platforms.
Run checks, reshape payloads, and apply grouping, filtering, aggregations, and enrichment as deterministic workflow steps, with exceptions routed to named owners.
Apply schema, business-rule, and tolerance checks as deterministic steps; failures route to owners with full context attached.
Reshape, normalise, and map payloads between source formats and target schemas with versioned transformation logic.
Run grouping, filtering, aggregations, enrichment, and other compute steps on governed datasets inside the workflow boundary.
Run queries on governed datasets to build reports, specifications, and analysis documents. Use agentic reasoning to enrich data, find outliers, and map between protocols, data types, and standards.
Run queries on any imported data to explore datasets, test assumptions, and attach live results to analysis steps.
Create or generate analysis documents with data visualisation and live query proof attached to every finding.
Build and run AI analysis on operational data to enrich workflows, surface outliers, and find recurring data issues.
Track decisions on an immutable audit trail, resolve exceptions inside the platform, and trace atomic lineage for every exported row, from source intake through transformation to delivery.
Log every run, approval, exception, and output on an immutable audit trail reviewers can inspect without reconstructing evidence.
Let users resolve data source, reconciliation, and workflow issues inside the platform; assignments, notes, and approvals stay on the trail.
Trace atomic lineage for every exported row: source files, transformations, approvals, and destination systems linked end to end.
Connector catalogue
Fontana connects to hundreds of sources and destinations across databases, warehouses, SaaS, files, and operational channels, with governed lineage on every sync.
