Apps for Financial Services.
Secure Omnie AI apps for financial services firms. Manage clients, onboarding, cases and reporting with security designed in from the ground up, connect the systems you already use, and refine every workflow with Vibe Code — hosted, backed up and supported by our team.
Apps for Financial Services teams.
Each app is a starting point you can shape to your exact processes with the Vibe Code feature — connected to your CRM and tools, hosted, secured and supported.
Europa: Lead Generator
Lead generation software that surfaces fresh prospects and opportunities in your target sectors using live web signals and your connected data sources, delivered straight into your CRM.
Ganymede: Helpdesk
Help desk software that manages every customer support ticket in one place, with conversations, priorities, and SLAs synced to the customer records you already hold in your CRM.
Io: Document Parser
Document data extraction software that automatically reads invoices, contracts, and forms and files the details into the right CRM records, removing slow, error-prone manual data entry.
Oberon: Customer Portal
Customer portal software that gives clients a secure self-service space to view orders, invoices, documents, and support tickets, all powered by the data in your CRM.
Umbriel: Proposal Manager
Proposal software that builds polished, branded proposals from templates using your CRM data, then tracks exactly when each one is opened, viewed, and accepted.
Triton: Onboarding Hub
Customer onboarding software that guides new customers or employees through a structured setup journey of tasks, documents, and e-signatures, all tracked against their CRM record.
Atlas: Contract Manager
Contract management software that drafts, sends, signs, and stores contracts with automatic renewal reminders, keeping every version linked to the right CRM deal.
Hyperion: Expense Tracker
Expense management software that lets staff snap receipts, categorise spend, and route claims for approval, exporting clean data straight to your accounting tools.
Tethys: Time & Billing
Time tracking and billing software that logs billable hours against clients and projects, then turns approved time into invoices automatically.
Proteus: Knowledge Base
Knowledge base software for publishing a searchable self-service help centre for customers and staff, with usage analytics tied to your CRM.
Nix: Approval Workflows
Approval workflow software that routes quotes, discounts, budgets, and documents for sign-off with clear audit trails, all driven by your CRM data.
Amalthea: KPI Dashboard
KPI dashboard software that gives leaders a live executive view of sales, support, and finance metrics pulled from your CRM and connected tools.
Leda: Commission Calculator
Sales commission software that calculates rep commissions automatically from closed CRM deals and produces clear, finance-ready statements.
Larissa: Renewal Reminder
Contract renewal software that spots upcoming contract and subscription renewals early and nudges the right owners before anything lapses.
Naiad: Live Chat & Inbox
Live chat software that brings website chat, email, and SMS into one shared inbox, with every conversation tied to its CRM contact.
Helene: Customer Health Monitor
Customer success software that scores account health from usage, support, and payment signals, flagging churn risk early right inside your CRM.
Telesto: Workflow Automator
Workflow automation software that builds no-code automations connecting your CRM to your other tools, running tasks automatically whenever something happens.
Despina: Sales Pipeline
Sales pipeline software with a drag-and-drop Kanban board, customisable stages, forecasts, and alerts, in two-way sync with your CRM deals.
Neso: Middleware
An integration platform that connects your business tools with Zapier-style triggers, actions, and multi-step workflows, no code required.
Juliet: Case Management
Case management software that runs client cases end to end, tasks, documents, time recording, billing, and built-in communication, in one solution for professional services teams.
Belinda: Business Card Scanner
A business card scanner app that uses your phone to read, parse, and file card details straight into your CRM as a contact or lead in seconds.
Cupid: Twilio Phone App
A business phone system powered by Twilio that lets you make and receive calls from your phone, with caller ID matched to your CRM contacts and a full call history.
Ymir: Cashflow Manager
Cash flow forecasting software that combines CRM invoices and high-probability deals with supplier bills from your finance package, plus a drag-and-drop forecast for the months ahead.
Tarvos: Encrypted Messenger
An encrypted messaging app for banks, healthcare, and government, with groups, text and audio notes, full history, and activity reporting, on both laptop and mobile.
Portia: API Server
An AI gateway you host yourself, connecting every AI provider behind one server so you can issue keys to internal teams and monitor usage, cost, and performance in one place.
Kiviuq: OKR Manager
OKR software that runs your whole programme in one place, setting objectives, tracking measurable key results, cascading goals across teams, and updating progress automatically from your CRM.
Works with the systems Financial Services teams already use.
Apps for Financial Services connect to Anthropic, Asana, Bitrix24, DocuSign, Dropbox, Gmail and more — and through Omnie AI they work with the CRM, project, finance, document, communication and marketing tools below.
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
Financial Services apps — common questions.
What kind of apps do you offer for Financial Services? +
We have ready-made Omnie AI apps built for Financial Services teams — and with the Vibe Code feature you can start from any of them, or build something new from a prompt, then tailor it to your exact processes.
Can we customise these apps to how we work? +
Yes. Every app is a starting template. With the Vibe Code feature you can change the fields, logic, integrations and design in plain language, with our team on hand whenever you need them.
Which tools do they connect to? +
Apps for Financial Services connect to Anthropic, Asana, Bitrix24, DocuSign, Dropbox, Gmail and more, and through Omnie AI they can link to other CRM, project management, finance, document and communication tools you use.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and support the apps? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, and our experienced developers are on hand to diagnose and fix any problems for you.
Build the app your Financial Services team needs.
Start from a template and customise it to your exact needs with Omnie AI — hosted, secured and supported by our team.