Link bank accounts via consent
The owner sees all their business bank accounts in one place after approving a time-bound, purpose-bound data-sharing consent — never by handing over a password.
Learn moreComing soonBanking and finance
Dena for banking and finance
Dena 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.
A boutique financial-advisory firm onboarding a new SME client uses the cash-flow summary…
Dena picks this up automatically.
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In practice
What this looks like day to day
A boutique financial-advisory firm onboarding a new SME client uses the cash-flow summary and recurring-payment detector to prepare a discussion document ahead of a client meeting, with every figure traceable to the underlying consented transactions.
Built for how a banking and finance business talks to customers
Dena 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. Dena does that on the channels you already use.
- Razorpay
- PhonePe
- Paytm
- Google Sheets
Works with
Capabilities
What Dena brings to banking and finance
16 of Dena's capabilities apply directly to this industry.
See and revoke every data permission
The owner always knows exactly which accounts are linked, what data is shared, for how long, and can cut off access in one tap.
Learn moreSee all bank balances together
The owner sees every linked account's current balance in one screen instead of opening five different bank apps.
Learn moreBrowse transactions across accounts
The owner can search and filter every transaction across all linked accounts from one timeline instead of scrolling separate bank statements.
Learn moreUnderstand money in vs money out
The owner gets a plain-English summary of how much came in, went out, and the net trend over a chosen period without reading raw statements.
Learn moreSpot recurring debits and credits
The owner sees which payments repeat every month (rent, subscriptions, salary credits, EMI debits) without manually spotting the pattern in a long statement.
Learn moreAsk questions about a statement in plain language
The owner (or their accountant) can ask "why was my balance low in March" or "what did I pay to this vendor last quarter" and get a direct, sourced answer instead of manually scanning PDFs.
Learn moreFlag statement tampering and odd transactions
The owner (or anyone they share a statement with, like a landlord or lender) can trust that an uploaded statement hasn't been digitally altered, and gets a heads-up on unusual entries worth a second look.
Learn moreCross-check bank credits against GST turnover
The owner can see, side by side, how their bank credits over a period compare to the turnover they've declared in GST filings, spotting gaps before a lender or auditor does.
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
Ank
Data AnalystAnk 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.
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
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 Dena work for a banking and finance business today?
Not yet — Dena 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 boutique financial-advisory firm onboarding a new SME client uses the cash-flow summary and recurring-payment detector to prepare a discussion document ahead of a client meeting, with every figure traceable to the underlying consented transactions.
Do we need to change how we already work?
No. Dena 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
Dena plugs into the tools a banking and finance business already runs
Connects with your stack
- Stripe
- QuickBooks
- Xero
- Zoho
- Adobe Acrobat Reader
- Google Drive
- Gmail
Coming soon