See all your money in one view
The owner opens one screen each morning and knows exactly how much cash is available, what's coming in, and what's going out — without logging into multiple bank apps.
Learn moreComing soonBanking and finance
Laxmi for banking and finance
Laxmi gives a financial services intermediary (an insurance agent's office, a loan DSA) a clean view of commission receivables and office operating payables, kept entirely separate from any client investment data.
An insurance agency owner reconciles incoming commission payments against expected…
Laxmi picks this up automatically.
See how
Talk to us
In practice
What this looks like day to day
An insurance agency owner reconciles incoming commission payments against expected amounts for the month and drafts a reminder to an insurer whose payout is overdue.
Built for how a banking and finance business talks to customers
Laxmi gives a financial services intermediary (an insurance agent's office, a loan DSA) a clean view of commission receivables and office operating payables, kept entirely separate from any client investment data. Laxmi does that on the channels you already use.
- Razorpay
- Stripe
- QuickBooks
- Xero
Works with
Capabilities
What Laxmi brings to banking and finance
13 of Laxmi's capabilities apply directly to this industry.
Track every invoice you're owed
The owner sees, at a glance, exactly which customers owe money, how much, and for how long, without digging through a spreadsheet or old WhatsApp threads.
Learn moreTrack every bill you owe
The owner sees every vendor bill due, when it's due, and how much cash is committed to payments before those due dates arrive.
Learn moreDraft polite payment reminders
The owner gets a ready-to-send, professionally worded reminder for an overdue invoice instead of staring at a blank message or sending nothing at all.
Learn morePlan which bills to pay and when
The owner can see committed payments plotted against expected cash-in dates and decide, on their own judgment, which bills to pay now versus next week.
Learn moreProject cash position forward
The owner can see a plausible cash trajectory for the next weeks or months based on known bills, invoices, and recurring patterns, so surprises are rare.
Learn moreTest a decision before you make IT
The owner can see how a single hypothetical change — hiring one more staff member, a big one-time expense, losing a customer — would shift the cash forecast, without touching real records.
Learn moreMatch bank transactions to invoices and bills
The owner can confirm that money that hit the bank account actually corresponds to a specific invoice or bill, instead of guessing from a bank statement line.
Learn moreSee payables ranked by due date and amount
When cash is tight, the owner can see which bills are most overdue or largest, sorted plainly, so they can make their own call on what to pay first.
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
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 playbookQuestions
Straight answers.
Can Laxmi work for a banking and finance business today?
Not yet — Laxmi 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?
An insurance agency owner reconciles incoming commission payments against expected amounts for the month and drafts a reminder to an insurer whose payout is overdue.
Do we need to change how we already work?
No. Laxmi 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
Laxmi plugs into the tools a banking and finance business already runs
Connects with your stack
- Paytm
- PhonePe
- Google Sheets
- Zoho
- Shopify
- WooCommerce
- Amazon
- Airtable
- Dropbox
Coming soon