Turn data-heavy work into AI-run operations.

Symbric moves your heaviest operational work onto AI, enabling business growth without increasing operational cost. Reliable, efficient, accountable.

Systems of Record
Database
PostgreSQL / Snowflake OLTP
CRM
Salesforce / HubSpot Contracts
ERP
NetSuite / SAP Ledgers
Billing
Stripe / Adyen Webhooks
Documents
PDF Invoices / W9s / MSAs
Spreadsheets
Daily CSVs / Rate Cards
Business Context EngineDeterministic Policy Layer
Definitions
Policies
Rules
Thresholds
Symbric AI Core
Verifiable Execution
[01]
Gather

Pull raw payloads across DBs, ERPs, emails, PDFs, and APIs in real-time

[02]
Reconcile

Cross-reference disparate IDs, currency conversions, and transaction hashes

[03]
Investigate

Determine why the anomaly occurred using full business & historical context

[04]
Decide

Formulate verified resolution path adhering strictly to business policies

[05]
Execute or Escalate

Execute API actions directly or pass pre-vetted package to human reviewer

Systems of Action
CRM
Update Account Tier / Note
ERP
Post General Ledger Entry
Billing
Retry Token / Clear Invoice
Email
Client Dispatch / Executive Brief
Ticketing
Jira / Zendesk SLA Resolve

Start with an operation that matters to the P&L.

01
Recover Revenue
Investigate failed recurring payments, uncollected invoices, and subscription churn leaks.
02
Move Customers Faster
Process complex enterprise onboarding, multi-document KYC validations, and provisioning.
03
Absorb Surge Volume
Handle end-of-month reconciliations, peak transaction surges, and billing reconciliation without hiring sprints.
04
Reduce Costly Errors
Catch data entry mistakes, misapplied credits and duplicate payments before they reach the ledger.
05
Manage Risk at Scale
Automate anti-fraud triage, AML exception investigation, and continuous compliance monitoring.

Recover Revenue

When transactions fail or invoices go unpaid, a blind retry rarely recovers them. We are building Symbric to reconcile bank webhooks, CRM health scores and billing logs, to determine root causes (expired cards, regional settlement blocks, disputed line items) and executes targeted remediation.

Sample Workflow
Dunning Exception & Unbilled Contract Reconciler
Systems Involved
StripeSalesforce CRMNetSuite ERPPostgreSQL DBSlack/Email

Grow the business without growing the work behind it.

Traditional Approach[Headcount tracks volume]
VOLUME
BusinessWork behind it
AI-Run Operations[Headcount holds]
VOLUME
BusinessWork behind it

Rules automate the expected. AI works when reality gets messy.

Rules Only[Brittle]
Trigger
Payment failed in Stripe.
Rule
Retry on a fixed schedule. If it still fails, cancel the subscription and lock the customer portal.
Halt / Failure Point
Locked out one of the largest accounts on the book; the complaint reached the CEO.
Human Cost: Executive firefighting, apology meetings, and trust that takes far longer to rebuild.
With Symbric
Trigger
Payment failed in Stripe.
Investigate
Scans Salesforce, finds CFO changed last month; discovers new corporate card token in subsidiary billing profile.
Decide & Act
Applies valid corporate card token, verifies approval limits, sends formatted receipt to new CFO.
Resolution: Settled automatically, no ticket raised

Turn fragmented information into completed work.

Symbric runs on top of the systems you already have, reading what they hold and acting where you allow it.

Systems of Record
Databases (PostgreSQL, Snowflake)ERPs (NetSuite, SAP)Billing (Stripe, Adyen)Documents (PDFs, W-9s)Spreadsheets (CSVs)
Reads the structured and unstructured records these systems already hold.
Business Context
Entity DefinitionsOperational PoliciesDeterministic RulesThreshold MatrixException Criteria
Translates human operational manuals, enterprise SLAs, and pricing schedules into deterministic decision guardrails.
Symbric AI Core
01. Gather Data02. Reconcile Silos03. Root Cause Investigation04. Policy Decision05. Execution / Human Review
The agentic loop that resolves data discrepancies and drafts provable action steps.
Systems of Action
CRM Record UpdatesERP Journal EntriesBilling Re-settlementClient Email DispatchTicketing Resolution
Writes the approved action back to the system that owns it, or hands the package to a person.

Built from years

Engineered by veteran operations technologists and distributed systems architects who scaled data operations at global scale.

01

Deep Data Expertise

We hold deep expertise across distributed databases, real-world data pipelines, and fuzzy entity reconciliation. We ensure messy, fragmented data yields deterministic, audit-proof actions.

02

Cross-Industry Perspective

Battle-tested across FinTech settlement, global supply chain customs, multi-tier SaaS billing, and healthcare adjudication. We recognize common patterns in operations across sectors.

Explore senior living and care
03

Business, Not Just Technology

Our technology is engineered around hard P&L impact: gross margin expansion, OpEx decoupling, rapid SLA velocity, and regulatory risk reduction.

Which operation should run itself?