Connect your business data sources
The business links its existing spreadsheets, POS system, or database once, and every question after that draws from real, current numbers.
Learn moreComing soonBanking and finance
Ank for banking and finance
Ank gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
A branch manager is assigned a role that only shows rows for their branch, so when they…
Ank picks this up automatically.
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In practice
What this looks like day to day
A branch manager is assigned a role that only shows rows for their branch, so when they ask Ank for this month's disbursement total, the number reflects only their branch even though the underlying spreadsheet contains every branch.
Built for how a banking and finance business talks to customers
Ank gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor. Ank does that on the channels you already use.
- Google Sheets
- Google Analytics
- Tableau
- Metabase
Works with
Capabilities
What Ank brings to banking and finance
18 of Ank's capabilities apply directly to this industry.
Ask data questions in plain English
A shop owner asks "what were my top 5 products last month" and gets a chart back, without knowing SQL or which table holds the answer.
Learn moreShow the generated SQL behind every answer
The business (or the accountant they hire) can see exactly which columns and filters produced a number, so trust does not depend on blind faith in AI.
Learn moreBuild dashboards from saved questions
Recurring questions like "weekly revenue" or "monthly bookings by location" become a permanent dashboard instead of a question asked over and over.
Learn moreAuto-pick the right chart type
A business owner gets a readable bar chart or trend line without having to know that a time series belongs on a line chart and a category comparison belongs on a bar chart.
Learn moreSchedule recurring report delivery
A manager gets last week's numbers in their inbox or WhatsApp every Monday morning without opening the dashboard.
Learn moreGet alerted when a metric crosses a threshold
The business finds out the same day that daily sales dropped below a set level, instead of noticing at month-end.
Learn moreFlag unusual changes automatically
The business is told "orders dropped 30% versus your usual Tuesday" without having to notice the pattern themselves.
Learn moreGet a written summary of what changed
A busy owner reads three sentences explaining what moved and why, instead of interpreting a chart themselves.
Learn moreThe rest of the team
Other specialists working in banking and finance
Wavy
WhatsApp Customer EngagementWavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
See the playbook
Socie
Social Media ManagerSocie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
See the playbook
Bharti
Recruitment SpecialistBharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
See the playbook
Dena
Banking Information AssistantDena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
See the playbook
Doctor
Health-record Organization AssistantDoctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbook
Guru
Business Management & PlanningGuru gives a lending or advisory office an approval workflow for exception requests and an SOP library for compliance-sensitive procedures with read acknowledgment.
See the playbookQuestions
Straight answers.
Can Ank work for a banking and finance business today?
Not yet — Ank is coming soon. The banking and finance use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
What exactly would it do for us?
A branch manager is assigned a role that only shows rows for their branch, so when they ask Ank for this month's disbursement total, the number reflects only their branch even though the underlying spreadsheet contains every branch.
Do we need to change how we already work?
No. Ank fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Ank plugs into the tools a banking and finance business already runs
Connects with your stack
- Google BigQuery
- PostgreSQL
- Airtable
- Shopify
- Razorpay
- Stripe
- Zoho
- HubSpot
- Google Ads
- Meta
Coming soon