# HRMS for financial services and fintech in India | Peoplo.ai

URL: https://peoplo.ai/in/en/solutions/financial-services/

> Peoplo.ai for banks, NBFCs, insurers and fintechs: role-based access, an audit log of important changes, AI with human approval and document expiry alerts.

People, companies and figures in product examples on this page are sample data, not customers.

[Solutions](https://peoplo.ai/in/en/solutions/)

Industry · Financial services and fintech

# HR for regulated businesses that answer to auditors

In financial services, who changed what and who approved it matters. Peoplo.ai writes important changes to an audit log and keeps changes to pay, tax, people records and money waiting for a person.

[Request a demo](https://peoplo.ai/contact/) [See pricing](https://peoplo.ai/in/en/pricing/)

Sound familiar?

## Audit questions

Proving who approved a salary change or a settlement months later.

## Sensitive data

Salaries and bank details visible to more people than they should be.

## Verification

Employee documents collected but not verified or tracked for expiry.

Before and after

## What changes when Peoplo.ai does the groundwork

Today

With Peoplo.ai

Who approved that change?

Approvals logged with who approved and when

Salaries visible too widely

Pay visible only to HR and admins

Documents collected, not verified

Verified documents with expiry alerts

AI seen as a risk

AI that asks first and works within permissions

AI agents at work

## How AI agents help financial services and fintech teams

Each agent picks up a trigger, does the groundwork and hands you a result to approve. Here’s what that looks like for you.

[Meet all the agents](https://peoplo.ai/in/en/ai-agents/)

Kili

Trigger

HR requests a pay component

Checked existing components

Prepared the change

Waited for confirmation

Result

Logged and applied on confirm

You: Confirm

Payroll anomaly check

Trigger

Payroll ready

Compared with last month

Checked statutory deductions

Flagged unusual changes

Result

Exceptions to review

You: Lock the run

Exit coordinator

Trigger

Employee in a sensitive role resigns

Listed assets and access

Prepared access removal on completion

Worked out the settlement

Result

Controlled exit

You: Approve and complete

How Peoplo.ai helps

## What you get with Peoplo.ai

[Changes on the record Pay, salary and people changes logged under the person who made or confirmed them, including changes Kili prepared. Core HR](https://peoplo.ai/in/en/platform/core-hr/) [Need-to-know access Managers never see pay or bank details, and only HR and admins see salaries. Payroll and compliance](https://peoplo.ai/in/en/platform/payroll/) [Verified documents Documents verified by HR, with expiry alerts and HR-only visibility where needed. Core HR](https://peoplo.ai/in/en/platform/core-hr/) [Secrets kept secret A password vault that even admins can’t open, with an access log of every reveal. Business operations](https://peoplo.ai/in/en/platform/business-operations/)

Through the year

## What it looks like in practice

An illustrative example.

- Daily Kili proposals confirmed by HR, each one logged.
- Weekly Documents to verify cleared by HR.
- Monthly Payroll locked; history can’t be changed afterwards.
- Quarterly Access reviewed with the audit trail.

The future of work

## Regulated firms will adopt AI they can audit

The winners in financial services will use AI where the work is visible, approved and recorded. Peoplo.ai is built that way from the start.

Black-box AI

Explainable steps

You see what the agent did and what it proposes.

Manual controls

Built-in controls

Permissions, approvals and audit trail by default.

Audit scramble

Audit ready

Approvals and important changes are on record when auditors ask.

Peoplo.ai is built for this shift: agents prepare, people decide.

Why Peoplo.ai

## Why financial services and fintech leaders choose Peoplo.ai

### AI agents that ask first

Agents do the preparation and stop for approval. Approvals go to the audit log, and each agent can be switched off.

### Built for India

Payroll designed to support PF, ESI, PT, LWF and TDS by state, with guides and calculators kept current.

### HR and operations on one record

People, pay, goals, claims, assets and passwords together, so nothing falls between tools.

### Clear prices, fast start

₹79 per employee a month, published in rupees. Import your people from a CSV and start the same week.

ISO 9001:2015 and ISO 27001 certifications are held by the company behind Peoplo.ai. Built for GDPR and SOC 2, with tools for India’s DPDP Act. No SOC 2 certificate yet.

Questions

## Frequently asked questions

Straight answers about Peoplo.ai for Indian companies.

### Can the AI change records on its own?

Not pay, tax, people records or money. Kili and the agents prepare those changes, and a person confirms them. Important changes are written to an audit log: who did what, and when.

### What certifications does Peoplo.ai have?

Peoplo.ai is built for GDPR and SOC 2, with tools for India’s DPDP Act. It does not hold a SOC 2 certificate yet.

### Can admins see employees’ passwords in the vault?

No. Only the owner and the people they share with can reveal a secret. Admins can only reassign a leaver’s items.

### Is there an audit trail for AI actions?

Yes. When a person confirms a change that Kili or an agent prepared, it is logged under their name, and agent approvals also name the agent.

## See Peoplo.ai set up for financial services and fintech

We’ll run the agents on your policies and payroll rules in the demo.

[Request a demo](https://peoplo.ai/contact/) [Start free trial](https://app.peoplo.ai/signup)

## More industries

[Technology and SaaS](https://peoplo.ai/in/en/solutions/technology/) [IT services and consulting](https://peoplo.ai/in/en/solutions/it-services/) [Professional services and agencies](https://peoplo.ai/in/en/solutions/professional-services/) [Healthcare and pharma](https://peoplo.ai/in/en/solutions/healthcare/) [Manufacturing](https://peoplo.ai/in/en/solutions/manufacturing/) [Retail and D2C](https://peoplo.ai/in/en/solutions/retail/) [Education and edtech](https://peoplo.ai/in/en/solutions/education/)
