Works with the systems your team already uses
Pointee works alongside your existing core systems by operating through the UI, the same way your operators do. No API keys. No database access. No changes to your existing software.
Where Pointee operates
Pointee observes and automates interactions in these system categories. If your team opens it on a screen, Pointee can work with it.
Core banking platforms
Account management, ledger operations, transaction routing, statement generation. Pointee reads the UI and enters data the same way an operator does.
Insurance policy management
Policy renewals, claims intake routing, endorsement updates, coverage checks. Works with policy admin systems regardless of vendor or version.
Document management systems
File indexing, document classification, retrieval workflows, version tracking. Pointee can navigate DMS interfaces to pull and place documents as part of a wider process.
Reconciliation and reporting tools
Automated reconciliation runs, exception flagging, report generation and export. Reduces the daily reconciliation loop from hours to minutes for operations teams.
Identity and compliance checks
KYC document verification routing, AML watchlist lookups, identity verification submissions. All automated, all logged.
Spreadsheet-based workflows
Many back-office processes still run through Excel or Sheets. Pointee can automate those too, pulling from and writing to spreadsheets as part of end-to-end workflows.
Why Pointee does not need API access
Banking and insurance core systems were not built with automation APIs. Waiting for a vendor to build one can take years. Pointee bypasses that constraint entirely: it automates at the UI layer, exactly as a human would, so there is nothing to integrate and nothing to negotiate.
- Works with the same systems your team uses today
- No vendor coordination, no API contracts to negotiate
- System upgrades do not break automations the same way they break API integrations
- All actions logged exactly as human operator actions, supporting audit trails
Tell us about your stack
If your team accesses it through a screen, Pointee can almost certainly work with it. Contact us with the systems you use and we will confirm compatibility before your onboarding call.