Built for BFSI. Proven at Scale.

Finance & Procurement Platform

A decade of AI solutions for India's Banking, Financial Services & Insurance sector — from training a million agents to automating document workflows at one of the country's largest banks.

The Problem We Solve

Procurement is still driven by email threads, Excel sheets, and manual approvals. The costs compound invisibly.

RFQs are created manually. Vendor data is scattered. Documents are generated outside any system. Approvals sit in inboxes. By the time a CFO sees the numbers, the inefficiency is already baked in. Zipdata replaces that entire chain with a governed, AI-assisted platform — from requisition to signed document.

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Experience

Trusted by India's Leading Banks & Insurers. Close to a Decade of Real-World Impact.

From digitising national certification infrastructure for India's insurance regulatory body to automating vendor invoice workflows for one of India's largest private banks — a decade of production systems in regulated environments.

Flagship Project · 2017–2022

National Online Certification Platform — Government of India body

Partnered with the Insurance Training Institute (Government of India) to digitise 50+ certification courses for new insurance agents — delivered entirely online, at national scale. The platform reached 100+ banks and financial services companies , making it one of the largest insurance training implementations in India.

Flagship Project · Active

Automated Vendor Invoice Processing & E-Signature Platform

End-to-end automation replacing a manual, Excel-driven invoice workflow — payment sheet upload, vendor master validation (PAN, GST, IBOX), parallel PDF generation, Aadhaar & DSC e-signature via Digio, and a vendor self-service portal. The same architecture now underpins our Finance & Procurement Platform .

Also serving: Abbott, Piramal Healthcare, Eveready, LIC, and 100+ banks & financial services companies across India.

What We Build

Three platforms. One proven architecture. All enterprise-grade.

Zipdata builds AI-native platforms that replace manual, fragmented workflows in regulated enterprises — with full auditability, compliance, and a self-service experience that your teams and counterparties will actually use.

Live signals. Decisions before the meeting starts.

• Unified data hub connecting ERP, spreadsheets, and business systems
• Always-on monitoring with automated watches, alerts, and exception handling
• Feeds deliver the finished briefing to the right person — automatically
• Proprietary platform — not a BI dashboard, not an ERP module

AI-assisted procurement — from RFQ to signed document.

• Smart RFQ creation with AI-generated vendor shortlists and budget validation
• Centralised vendor master with GST, PAN, and compliance verification
• Automated document generation — POs, invoices, GRNs — no manual paperwork
• Approval workflows, e-signature, and full audit trail built in

Bulk-generate, validate, sign, and deliver — at scale.

• Upload data → validate against master → generate compliant PDFs in parallel
• Vendor/counterparty self-service portal with in-browser e-signature
• LLM-assisted template creation and versioned template management
• Every state transition, signature, and delivery logged for compliance

Shared architecture. The same validation engine, async processing pipeline, and audit infrastructure powers all three platforms — reducing integration time and making each new workflow incremental, not a rebuild.

Platform in Action

AI-Assisted RFQ Creation From intent to issued request — in minutes.

The platform uses AI to turn a procurement requirement into a structured, compliant RFQ — with vendor shortlisting, budget range estimation, and specification drafting handled automatically.

End-to-End Workflow

Vendor Management & Workflow Complete visibility, end to end.

Every RFQ, vendor interaction, and procurement decision is tracked in a structured workflow — with status visibility for approvers, finance, and compliance teams at every step.

The Next Step

Start with a pilot — see live results in weeks.

We configure the platform on your vendor master and procurement data. First workflows go live within 2–3 weeks. Impact is measured against your own baseline from day one.

Next Step

Your procurement, governed and live.

In weeks, not quarters.

One conversation to scope the pilot. One week to configure. First workflows live in 2–3 weeks — measured against your own baseline before any scale decision.