Fintech

BoardSnap for fintech teams.

BoardSnap is an iOS app that captures the whiteboard sessions fintech teams run — payment flow design, fraud model logic, compliance architecture — and turns them into structured documentation before anything gets erased.

Download on the App Store Free to start. Pro from $9.99/mo or $69.99/yr.

Why fintech teams pick BoardSnap

Fintech teams carry an unusual dual burden: ship fast, comply fully. That tension plays out on whiteboards in every kickoff and design session. The payment flow has to work. It also has to pass compliance review, satisfy the banking partner, and not introduce new fraud vectors. All of those constraints get mapped on boards before a line of code gets written.

BoardSnap captures that complexity. Draw the payment flow, annotate the PCI-scoped components, mark the compliance checkpoints — then snap it. BoardSnap AI reads the flow and the annotations and returns a written description your compliance team can review. The structured output is faster than typing up notes and more complete than a photo in Slack.

For fintech teams working across multiple products — lending, payments, insurance, crypto — Projects keep each vertical's whiteboard history separate. Pin the regulatory constraints specific to each product area and every new session runs against the right guardrails.

Common fintech workflows

Payment flow design

Map the full payment lifecycle on the board: initiation, authorization, clearing, settlement, failure paths. Annotate the PCI-scoped steps. Snap it. BoardSnap AI produces a written flow description your engineering and compliance teams can both review.

Fraud model logic mapping

Sketch the fraud detection logic: signal inputs, scoring model, decision thresholds, manual review triggers. Snap it. The written summary becomes the design doc for the fraud team before it moves to model spec.

Regulatory compliance architecture

KYC/AML flow, data residency requirements, audit logging architecture — diagrammed on the board with the relevant regulatory references annotated. Snap it. The summary gives your compliance counsel a structured review artifact.

Banking partner integration planning

Draw the integration architecture with the banking-as-a-service provider or sponsor bank: API flows, data handoffs, liability boundaries. Snap it. The summary becomes the technical brief for the partnership conversation.

Risk and incident response

When something goes wrong — a reconciliation failure, a fraud spike — the incident board maps the timeline and contributing factors. Snap it. The written output becomes the incident report skeleton your risk team needs.

Privacy & data handling

BoardSnap's perspective correction runs on-device via Apple VisionKit — no external transfer during the scan step. AI summarization sends content to BoardSnap's API. For boards containing PCI-DSS in-scope data, PHI, or other regulated content, review your data classification policies before using the cloud summarization feature. The on-device scan does not create an external data record.

Frequently asked

Is it safe to snap a whiteboard that shows payment flow details?

The VisionKit scan step runs entirely on-device. AI summarization sends content to BoardSnap's API over TLS. If your security policy classifies payment architecture diagrams as sensitive, review those policies before enabling cloud summarization. The offline queue lets you capture without summarizing immediately.

Can BoardSnap help with compliance documentation?

BoardSnap produces structured written output from your whiteboard — which is a starting point for compliance documentation, not a replacement for a compliance expert's review. Use it to capture the design intent before it gets lost, not as the final compliance artifact.

We have remote and in-person hybrid teams. How does BoardSnap fit in?

BoardSnap is for physical whiteboards. The value is capturing what happens in the room. Share the summary output to Slack or Confluence so remote teammates get the content without needing to be present.

Does BoardSnap work in financial district office buildings with unreliable WiFi?

Yes. The offline queue captures the board on-device and syncs when you have connectivity. No board gets lost because the conference room Ethernet is down.

How does the brand-aware AI work for a fintech company with specific product vocabulary?

Point it at your company's website or product documentation URL. BoardSnap reads the terminology, tone, and product framing — and uses it in every summary going forward. No manual input required.

BoardSnap fits fintech.

Snap a board. Get a clean summary and action plan tied to your team.

Free · 1 project, 30 boards Pro $9.99/mo · everything unlimited Pro $69.99/yr · save 42%
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