Finance Guides
·
September 16, 2025
New
Mystro partners with Stratton Finance →
Onboard better,
grow faster.
Transform clunky client onboarding into a high-performance masterpiece — slashing costs, speeding up deals and scaling without extra hires.
Trusted by 1,000+ Aussie companies.
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Do more deals without doing more work.
Take on 10x more volume and deliver frictionless client experiences with AI-driven tools built for modern finance.
AI-powered data collection
From forms and documents, to e-signatures and text messages, Mystro automates every step of client data collection and ensures everything is validated in real time.
Smart CRM
See your entire pipeline at a glance with real-time updates and deal tracking.
Flexible reporting
Clean, visual dashboards designed to make financial data simple and actionable.
Automation and workflows
Streamline repetitive tasks, eliminate errors and free your team to focus on clients.
Flexible integrations
Connect seamlessly with your existing tools and lenders and keeping data flowing.
Data Collection
Collect everything the first time.
Mystro manages client data, documents and digital approvals in a single, seamless, AI-powered experience.
Form builder
Build enriched, responsive forms connected to automations.
Agentic support
Automated verification, document categorisation and compliance assessments.
CRM
Your source of customer insights.
Other CRMs store data. Mystro understands it, giving your team the insights to know exactly what to do next.
Flexible views
Visualise your data any way with table, kanban or report views.
Custom objects
Create your own schema and mould Mystro to your business needs.
Reporting
See the big picture, act on what matters.
Mystro’s intelligent reporting surfaces trends, spots risks and enables your team to move confidently.
Bespoke reports
Reference all data points in Mystro and build your own reports.
Bulk update tools
Perform mass imports or exports on deal, contact and referrer data.
Data visualisation
Connect your preferred data vis platform to Mystro.
Consulting services
Partner with us to deliver custom reports and dashboards.
Automation
Automate the work, accelerate the wins.
Mystro automates repetitive tasks and reminders, so your team spends less time clicking and more time closing.
Workflow builder
Enable incredible, automated customer experiences with automations triggered by conditions and events.
Smart lead distribution
Define custom logic for smart lead distribution, creating automated and fair opportunities.
Everything you need to scale faster.
Mystro brings together the essential tools your business needs — all in one intelligent, finance-first platform.
Referrer portal
Give referrers controlled access, comms and actions.
Deal and task dashboards
Dailty clarity by surfacing overdue, due soon or upcoming tasks,
Chatbot builder
Create your own bot that helps you communicate and capture leads.
Dynamic segmentation
Create fluid groups of data that auto-update using filters or fields.
Landing page builder
Host forms and chatbots in branded, responsive landing pages.
Advanced permissions
Create and manage roles with permission sets for your business.
Local support
100% Aussie team here to help you scale your business.
Onshore servers
All data stored in Mystro is securely stored onshore in Australia.
Integrations
Mystro is
just the start.
Mystro connects your existing tools, lenders, and systems into a single, unified ecosystem that just works.
"Mystro has increased the volume of deals, and I love seeing the real-time client onboarding progress bar, which helps me know who to follow up with."
Emmanuel Marios
Derwent Finance
Experience what Mystro can do for you.
We'll even throw in a 30 day money back guarantee.
Mystro is a financial technology platform, not a bank. Mystro provides client management, workflow automation, and reporting tools designed for the Australian financial services industry.
Any information provided within the platform is for general use only and does not constitute financial, legal, or tax advice. Users should confirm all details independently before making financial decisions.
Mystro integrates with third-party lenders and financial institutions; however, Mystro does not hold client funds and does not provide banking or investment services.
Some Mystro products have associated fees.
Any information provided within the platform is for general use only and does not constitute financial, legal, or tax advice. Users should confirm all details independently before making financial decisions.
Mystro integrates with third-party lenders and financial institutions; however, Mystro does not hold client funds and does not provide banking or investment services.
Some Mystro products have associated fees.