Financial services

No more manual client onboarding or repetitive data prep.
With Parabola, design automations built for financial services.
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Automate and eliminate errors in your most repetitive processes, from client onboarding to document digitization

Financial services institutions are complex — and often reliant on highly manual processes to manage key tasks across your org. With Parabola, you can automate and standardize these processes to improve operational efficiency and reliably handle them at scale.

Institutions in banking, lending, insurance, and private equity use Parabola to increase organizational efficiency, automating tasks like:

  • Client onboarding and management
  • Document digitization
  • Spend classification
  • Period end reporting

Trusted by companies like Greystone, Mercury, and Nava Benefits to automate their most manual processes

Built to empower subject matter experts

Enable those who know processes best with the ability to automate mission-critical tasks

Capable of handling your largest, most complex files

Parabola is fully cloud-based and can process millions of rows of data — without crashes or lagging.

Purpose-built to automate your most repetitive tasks

Eliminate manual errors and formula mistakes. Instead, create automations that process and format your data consistently, whether for the first or the thousandth time.

Drag-and-drop functionality, combined with the power of a spreadsheet

Parabola performs your most used Excel formulas and more in a simple-to-learn and easy to use interface

Do more with Parabola than any other data tool

ERPs
BI Tools
Spreadsheets
Combines data automatically
Handles multiple and changing use cases
Offers a single source of truth
No code required

Plays nice with everything you already use

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For most everything you do, there’s a way to make it easier and more powerful

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Document digitization

​​For every team from supply
chain to finance. No code needed.