Map the processes. Automate the work.
Pointee scans how your operations teams work across legacy systems, identifies each repeating process, and builds the automation for it. No rip-and-replace.
Your ops team runs 40 processes a week. How many are documented?
Banks and insurers accumulate back-office procedures over decades. Reconciliation workflows, claims intake routing, compliance report generation, policy renewal handling. They live in tribal knowledge and six-year-old macros. When a team member leaves, the process leaves with them.
Three steps from discovery to running automation
Discover
Pointee observes how your teams interact with your core systems and flags recurring action sequences across operators and sessions.
Map
Each identified process is drawn as a structured flow, reviewed with your team, and signed off before any automation is built.
Automate
Pointee builds the automation layer on top of your existing systems. No API rewrites. No system replacement. No changes to what your team already knows.
distinct back-office processes identified per client on average, based on initial discovery runs with our early-access clients
"We assumed our team ran about 15 regular processes through the core system. Pointee found 41. Half of them had no documentation at all."
"The mapping phase changed how our whole team thought about automation. Having every process documented before a single line of code was written made the entire project faster."
Connects to your existing core
Pointee works alongside core banking platforms, insurance policy management systems, document management, and reconciliation tools without requiring API access.
- Core banking platforms
- Insurance policy management systems
- Document management
- Reconciliation and reporting tools
- Identity and access systems
Transparent pricing for operations teams
Identify and document your first 5 automatable processes.
- Up to 5 processes
- Process discovery scan
- Structured process maps
- Standard support
Full process automation for an active ops department.
- Up to 20 processes
- Discovery, mapping, and automation
- Exception routing included
- Priority support
Unlimited processes, custom data agreements, dedicated onboarding.
- Unlimited processes
- GDPR-aligned data processing agreement
- Dedicated implementation team
- SLA-backed support