Platform
Annual reviews prepared for your decision
Merrin puts firm records, checks and evidence together for review. Your team sees the findings and records its decision against the information it reviewed.
Schedule a demoAnnual review
Oakfield Finance
Merrin AI · 2 findings
Sarah MitchellApproved yesterday
James ClarkeAwaiting decision
Spend time on the decision
- Prepare
- Merrin prepares a snapshot of the records for each scheduled or triggered review.
- Focus
- AI helps summarise the records and flag possible issues. Your approvers check the findings.
- Approve
- Each decision stays with the reviewed information, comments and evidence.
Filing history
Across your network
Add AR
Oakfield Finance
Submitted · 13 Oct
Form A
Alex Morgan
Approved · 10 Oct
Change AR details
Oakfield Finance
Submitted · 8 Oct
Terminate AR
Willow Brokerage
Draft · 4 Oct
Show the evidence behind the approval
Keep what your team knew, who approved it and what happened next ready for an FCA enquiry.
Explore the audit trailSee what your team could stop doing by hand
Walk through onboarding, monitoring and reviews with your own oversight process in mind.