--- title: "AI & Automation | Next Matter" description: "Orchestrate AI agents, models and deterministic automations across your fund operations stack - with human-in-the-loop control, guardrails and full auditability." lang: en json-ld: | { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] } --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) ![Glowing blue orb representing AI orchestration at the center of governed workflows](/__l5e/assets-v1/66c56d5d-9739-4c3f-acbe-e8fe8e16a313/ai-orchestration-hero-orb.png) smart\_toy AI & Automation # Put AI to work, without losing control Coordinate agents, models and deterministic automations across your fund operations stack - every action owned, approved and evidenced like the rest of your operation. [See AI Orchestration in action](/book-a-demo) ## AI without orchestration is a liability Point-solution AI creates shadow-ops: uncoordinated agents, ungoverned model calls, and outputs that never make it into the systems of record. Next Matter puts every agent, model call and human step into one auditable workflow. ### The four capabilities every governed AI stack needs 01 hub ### Agents & model routing Compose specialist agents - intake, extraction, reconciliation, drafting - with explicit tool access and per-step model selection. Swap providers without touching the workflow. 02 how\_to\_reg ### Human-in-the-loop Every step can require review, approval or four-eyes sign-off. Reviewers see the model output, source documents and exact prompt used - with one-click accept, edit or reject. 03 fact\_check ### Guardrails & evals Structured output schemas, policy checks, PII redaction and evaluation datasets ship with the platform. Every run is logged with inputs, outputs, model version and cost. 04 account\_tree ### Orchestrated across your systems AI proposes, Next Matter governs, and your core systems - fund admin, CRM, document store, core banking - stay in control. No rip-and-replace, no shadow AI. ### How we make every AI process governed by default hub Any model provider/model-agnostic routing how\_to\_reg 4-eyes human sign-off on AI-assisted actions receipt\_long 100% logged every run captured bolt 1-click accept, edit or reject ## The governed layer between AI and execution Keep your models, agents, and core systems. Next Matter controls how AI-assisted work is assigned, approved, updated, and evidenced before it touches the business. AI capabilities Governed work layer Core systems psychology LLMs assistant Copilots hub Agent frameworks build AI tools Next Matter person\_check Assign rate\_review Review verified Approve sync Update fact\_check Evidence workflows · owners · approvals · exceptions · audit trails account\_balance Fund admin contacts CRM folder\_open Document store savings Core banking inventory\_2 ERP AI proposes. **Next Matter governs.** Core systems stay controlled. Explore further [ play\_circle ### AI Orchestration The end-to-end solution that puts agents, models and humans into one auditable workflow. ](/solutions/ai-orchestration)[ dashboard ### Platform Overview The full Next Matter platform - governance, audit, integrations and workflows in one system. ](/platform)[ menu\_book ### Guide: AI agents for capital calls and NAV reporting Step by step through both processes - what the agent calculates and drafts, where maker-checker approval is enforced, and what the audit trail captures. ](/guides/ai-agents-capital-calls-nav-reporting) ## Bring your hardest AI use case Book a working session - bring a real agent or model you want in production, and we'll map the guardrails and approval path it needs. [Book an Expert Call](/book-a-demo) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. [](https://www.linkedin.com/company/nextmatter) Case studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [Swan](/case-studies/swan) - [b2Venture](/case-studies/b2venture) - [All case studies](/case-studies) Solutions - [Solutions overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow library](/remix) Platform - [Platform overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) - [System status](https://status.nextmatter.com/) Capabilities - [AI Financial Reporting](/ai-financial-reporting) - [Operational Intelligence](/operational-intelligence) - [Exception Handling](/exception-handling) - [Team Interfaces](/team-interfaces) - [Guest Interfaces](/guest-interfaces) - [Manager Dashboard](/manager-dashboard) - [Builder Toolbox](/builder-toolbox) Company - [About](/about) - [Careers](/careers) - [Opinions](/opinions) - [Answers](/answers) - [Documentation](https://help.nextmatter.com/docs/integrate-across-tools) - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) Certified Secure [![AICPA SOC 2 for Service Organizations](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 compliant 2025](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69eb389eff4de1586e1d2f14_Daizy%20SOC%202%20Type%202.png)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) © 2026 Daizy NM Ltd. All rights reserved. A Daizy company [Terms of Service](/terms-of-service) [Privacy Policy](/privacy-policy) [Data Processing Agreement](/data-processing-agreement) Solutions - [Solutions Overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow Library](/remix) Case Studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [b2Venture](/case-studies/b2venture) - [Swan](/case-studies/swan) Platform - [Platform Overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) Resources - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) - [Opinions](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo)