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Fintech

Accelerate growth,
simplify compliance

Leverage a single solution to enhance customer experiences, speed up transactions, and ensure compliance, driving your fintech forward faster.

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Trusted by more than 3000 companies

Where innovation and compliance unite

Process Street offers transformative value to fintech companies by providing a comprehensive platform designed to streamline operations, enhance efficiency, and ensure regulatory compliance, thereby freeing up valuable resources to focus on innovation and growth.

Digital onboarding

Welcome made easy: Process Street helps you make the first step for your customers easier, cutting the time it takes in half by automating the boring stuff.

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Compliance & regulation

Keeping up with rules: Our tool helps you stay on top of government and industry rules without drowning in paperwork, saving you time and headaches.

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Payment processing

Faster payments: We help you make sure money moves quickly and smoothly by reducing mistakes and delays in payments.

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Fraud detection & security

Enhance security practices: Use Process Street for comprehensive fraud prevention and security management with workflows for incident reporting, and datasets for tracking security trends.

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Product development & launch

Automate continuous improvement: Use Process Street at each phase of product development, from ideation to automate release tasks, communications and collecting feedback.

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Customer support & service

Happier customers: Improve how you handle customer questions and problems, making sure they're taken care of quickly and correctly.

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Employee onboarding

Smooth start for new hires: Streamline your employee onboarding process, making it easier and faster to welcome new team members.

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Data management & analysis

Smart decisions: Use Process Street to automatically gather and make sense of your financial data, helping you decide on your next move.

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Integration & API management

Everything working together: Easily connect your system with other tools and services for smoother and predictable operation.

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Regulatory reporting

Simpler reporting: Make reporting less of a chore with automatic report preparation that always stays up-to-date with the latest requirements.

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KYC & anti-money laundering

Quick Checks: Speed up how you check new customers' identities and prevent illegal money handling with automated checks.

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What our customers are saying

"My Work & Tasks are AWESOME and transformative for our company! Thank you, thank you, thank you!!!" Read full case study

Patty Scharf

Chief Process Officer, Acuity

"The real game-changer is the impact on growth & scalability." Read full case study

Sam McCarthy

Head of Technology, Raw Capital

Your work, your way

Connect the tools you already use, making your work easier and more efficient without the hassle. Whether it’s syncing data, automating tasks, or custom-fitting for your unique setup, we make everything work together smoothly, so you can focus on what matters most.

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results