Client & account records
Maintain structured records connected to the activity and documentation that support them.
AegisOS for financial services operations
FinFlow is a planned AegisOS module for financial services back-office operations—client and account records, billing, and reporting on the same double-entry ledger and audit-log foundation as LexFlow and LoanServ.
FinFlow is in development and not yet available. It does not process payments, initiate transfers, or hold funds.
What's planned
FinFlow is being designed for firms that need clean books behind client-facing financial work—not as a payments or banking product.
Maintain structured records connected to the activity and documentation that support them.
Built on the same concurrency-tested billing engine as LexFlow and LoanServ.
A full chart of accounts, journal entries, trial balance, and financial statements.