Case Study: Affiniti builds an AI-powered financial operating system with Unit

A Unit Case Study

Preview of the Affiniti Case Study

Affiniti automates AP across 20+ locations with Unit

Affiniti, a financial technology company, was founded to address the unique cash flow challenges faced by main street businesses across different verticals. Their goal was to move these businesses away from manual, fragmented financial processes and generic SMB products. They partnered with Unit to leverage its underlying account and money movement infrastructure to build their tailored financial operating system.

Using Unit's infrastructure, which includes a native ledger and direct Fed connectivity, Affiniti built a full-stack platform that automates banking and bill pay. The solution automatically sweeps funds from location-specific accounts, pays suppliers, and uses AI to scan and extract data from invoices. This automation eliminated manual loops and ACH fees for their customers, such as a pharmacy chain with over 20 locations. The result allows business owners to focus on operations instead of financial management, with Unit also handling regulatory complexities so Affiniti's core team could launch and scale the product efficiently.


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