Next Matter

Next Matter is a no-code workflow and process orchestration platform for operations teams, with a clear focus on regulated financial services and fund administration. The people it is written for are operations, compliance and IT staff at firms where every step of a process may have to be shown to a regulator. The site describes it as a platform that "augments your existing stack" rather than replacing it, and it is published by Daizy NM Ltd, which the site calls "A Daizy company".

What you build and how

You build processes in the Workflow Builder, which the platform menu describes as the place to "build long-running orchestrations". The home page says operations teams can design, deploy and change workflows themselves, and that the people closest to the process own the workflow, "including using their tried-and-tested prompts". A tink HR customer quote says that when a form or a training requirement changes, "I can make the change myself within minutes in the Next Matter editor". The home page illustration shows a client onboarding workflow that "ops update it, no ticket".

The company frames the build as three steps. First you identify the highest-risk manual processes, and the site says Next Matter helps prioritize the workflows with the highest compliance risk and operational impact. Second, the operations team builds the workflow with "no code, no engineering dependency", and working prototypes reach production typically within days or weeks. IT "reviews, not gatekeeps". Third comes run and improve: real-time visibility, SLA enforcement and compliance-grade audit trails, with workflows adapted as regulations change, "without IT tickets or sprint cycles".

A workflow can involve more than your own staff. The home page lists the parties a governed process connects as your team, clients, counterparties, your systems and AI agents. The platform menu lists capabilities for this, including Team Interfaces, Guest Interfaces, a Manager Dashboard, Exception Handling, Operational Intelligence, AI Financial Reporting and a Builder Toolbox.

AI agents inside the workflow

Next Matter treats AI as a step in a workflow, not as the workflow. The platform menu lists "AI & Automation" as "Agents, models and guardrails", and a separate "AI Orchestration" solution page is described as coordinating agents across your stack. The home page says AI agents "slot into existing workflows as you're ready". In an essay the company publishes, its chief technology officer Scott Harris argues that good systems let the workflow hire the agent for the one step that needs judgment. Another, by founder Jonty Hurwitz, argues that a large language model is a stateless reasoning engine while fund operations needs state, governance and audit.

Governance and audit

Audit is the strongest theme on the site. The home page says every step in a process is a record, "not assembled after the fact", so "when the regulator knocks, send a link without having to set up a war room". A live audit trail graphic shows source data captured, a draft generated, a review approved and a final version locked, each with a timestamp. The site claims a "100% audit trail on every repeating process". The platform menu lists "Governance & Audit" as "Approvals and a full audit trail". An Opinions essay makes a distinction worth knowing: almost every orchestration platform logs what happened, while very few enforce who was allowed to make it happen before it happens, and the company positions its governance as the second kind.

Integrations, templates and security

The menu names an Integrations area, "Core Ledger & Ecosystem Connectivity", and a Workflow Library where you can "remix production-ready workflows". The Security entry reads "SOC 2, data residency", and the footer carries a "Certified Secure" mark, a Data Processing Agreement and a system status page. For help, there is an "Ask a Technical Question" page described as a chat with the docs through an AI assistant, plus a Documentation link.

What the pages state

The home page publishes counters: 7,112,751 regulated workflows run live and 58,447,862 steps executed. It also states "1 month to deploy your first process live to customers" and, under the Ocorian name, "1,800 employees now using auditable agents and processes".

Case studies are named. The platform menu lists Ocorian (1,800 employees, a fund administrator), Trade Republic (10M customers, an online trading platform), b2Venture ($800mn AUM, a venture capital firm) and Swan (a leader in banking as a service, an embedded banking platform). Other quotes come from tink HR, Home24 Outlet, TradeCore, Aerones, Branch and Houst.

Some quotes carry specifics. A Trade Republic operations leader says the choice was "our engineers taking one year to deliver, or having Next Matter deliver it in under one month". Dragan Maksimovic, compliance officer at TradeCore, says Next Matter reduced user onboarding time by 5-6x. Sven Eppert, partner and CFO at b2venture, says it turned investment governance "from coordinated emails into an institutional-grade system". Lilija Breiva of Aerones says it is now impossible for information to be missed with all the required steps built in. These are customer statements published by the vendor.

The site publishes no prices; the calls to action are "Talk to Us" and "Start building", with a sign-in link for existing users.

Who it suits and who it does not

Next Matter suits operations and compliance teams in fund administration, banking, investment and similar regulated businesses that run onboarding, KYC and AML, approvals and investor-facing processes on spreadsheets and shared inboxes, topics the company's essays return to often. It also suits firms that want the operations team to own workflow changes while IT reviews them. The customer list, the audit-first design and the SOC 2 and data residency references all point to organizations that must show a regulator how each decision was made.

It is a weaker match for someone who wants to build a public website, a mobile app, a store or a simple form. The pages describe long-running, multi-party process orchestration, and the case studies and essays are written for financial services and fund operations. A solo founder or a small business with a handful of lightweight automations is not the reader the site addresses, and without published pricing the cost is only known after a conversation with the company.

One more caveat applies to anyone outside finance. The platform's ready-made domain material, its Workflow Library and its case studies center on fund administration and financial services, and the home page says Next Matter "brings domain expertise across fund administration and financial services". Teams in other industries get the same builder, but fewer worked examples close to their own processes. The home page also says the platform runs "with a bit of input and setup from the tech team", so plan for some IT involvement at the start even though the day-to-day building is meant for operations staff.