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CEP 8 capabilities connected Install the published app Copy the reviewed Banking & FinTech starting point into your workspace.

Banking & FinTech

At a glance Published facts and operating context. Who it’s for Every role starts from the same installed system. What’s inside 8 capabilities in the published starting point. Scale and support Start quickly without blocking the path to production operations. Application structure The public page preview uses the same structure as the production product pages. How it works Install the app, then shape the workflow around how the business actually runs. Operational assistance Use AI as an operating layer over the same records your team uses. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
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Features
Banking & FinTech
At a glance Who it’s for What’s inside Scale and support Application structure How it works Operational assistance Comparison Rollout Technical proof FAQ
CEP Open the live workspace Install the Crypto Exchange Platform starting point.
Start free
v0 - Banking & FinTech

Crypto Exchange Platform ready

A trading operations application for managing crypto customers, KYC, wallets, trading pairs, orders, deposits, withdrawals, and compliance monitoring. It helps exchange teams oversee onboarding, market activity, liquidity, and risk from one structured workspace.

Start free See live preview
Live Preview
Crypto Exchange Platform · Published starting point
ERP•AI
Overview Trading PairsDepositsWithdrawalsKYC CasesAssetsCustomersWalletsTrades
Banking & FinTechCrypto Exchange Platform
01
Trading PairsTradable markets such as BTC/USDT with fee, tick, and operational status.
02
DepositsCustomer inbound crypto and fiat deposits with confirmations and posting status.
03
WithdrawalsOutbound withdrawal requests, approvals, blockchain transactions, and compliance holds.
04
KYC CasesIdentity verification, document review, screening, and approval decisions.
05
AssetsSupported cryptocurrencies and fiat assets with network and operational limits.
06
CustomersExchange customers with onboarding, KYC tier, jurisdiction, and account status.
07
WalletsCustomer asset wallet balances, locks, and custody addresses.
08
TradesExecuted trades with price, quantity, fee, and liquidity side.
Install Crypto Exchange Platform
Product snapshot

Crypto Exchange Platform at a glance.

Connected tables
22Structured modules included
Configured fields
447Column metadata reviewed
Seeded tables
13Tables with sample records
Built for

The teams that need this app.

Every role starts from the same installed system.

  • Financial Services Operations teams

    Run daily financial services operations from shared tables, forms, and views.

  • Review and control

    Track ownership, status, exceptions, and handoffs across Trading Pairs, Deposits, Withdrawals, KYC Cases.

  • Ready to adapt

    Tailor fields, views, roles, reports, and Proto workflows after install.

At a glance

What’s inside.

Trading Pairs

Tradable markets such as BTC/USDT with fee, tick, and operational status.

Deposits

Customer inbound crypto and fiat deposits with confirmations and posting status.

Withdrawals

Outbound withdrawal requests, approvals, blockchain transactions, and compliance holds.

KYC Cases

Identity verification, document review, screening, and approval decisions.

Assets

Supported cryptocurrencies and fiat assets with network and operational limits.

Customers

Exchange customers with onboarding, KYC tier, jurisdiction, and account status.

Wallets

Customer asset wallet balances, locks, and custody addresses.

Trades

Executed trades with price, quantity, fee, and liquidity side.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewTrading PairsOperational viewsWorkflow-ready schema
Tables3Installed starting point
01
Trading PairsReview fields such as Pair ID, Pair Symbol, Market Type, Min Order Size, Price Tick Size in the primary operating table.
02
Operational viewsUse filtered and grouped views to focus each team on active work and exceptions.
03
Workflow-ready schemaThe schema is ready for Proto workflows when you want to automate the process.
Workflow handoff

The process lives beside the data.

Install the app, then shape the workflow around how the business actually runs.

Open the workspace ↗
  1. 01
    Install the appCreate a workspace-ready banking & fintech app with reviewed schema and starting data.
  2. 02
    Review the operating tablesInspect Trading Pairs, Deposits, Withdrawals, KYC Cases, Assets and adjust fields to match your team.
  3. 03
    Connect ownershipAssign users, tune views, and use forms to capture consistent operational data.
  4. 04
    Automate and reportAdd Proto workflows, dashboards, and reports once the app is aligned.
Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

Installable catalog copy

The catalog app is copied into your workspace so your team can edit its own installed version.

Reviewed metadata

Table names, column metadata, sample records, and Proto workflow count were checked before publishing.

Full-data starting point

The default install strategy preserves configured data so the app opens with realistic context.

FAQ

Common questions.

What gets installed with Crypto Exchange Platform?+

You get the published app structure for financial services operations, including tables such as Trading Pairs, Deposits, Withdrawals, KYC Cases, Assets, configured views and forms, and available starting records.

Can we customize it after install?+

Yes. Your workspace copy can be renamed and edited, including fields, tables, views, forms, roles, reports, and Proto workflows.

Is this a sample-only install?+

No. This publication is configured for a full-data install so the copied app keeps the available configured starting data.

Crypto Exchange Platform

Install the published starting point. Adapt it to your operating model.

A trading operations application for managing crypto customers, KYC, wallets, trading pairs, orders, deposits, withdrawals, and compliance monitoring. It helps exchange teams oversee onboarding, market activity, liquidity, and risk from one structured workspace.

Start free See live preview

The installed workspace is a separate, editable app copy.

Banking & FinTech

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