AI agents trained by former bank regulators and compliance leaders

Talk to your
compliance program.

Meet PliOS — the AI compliance advisor that maps your gaps, drafts your policies, and gets you exam-ready. Start the conversation on the right and get a personalized compliance roadmap in minutes. No forms. No credit card.

No signup, no credit card — scored instantly. Or see the AI agents →

BSA/AMLRisk AssessmentsOFAC SanctionsKYC / CIPMTL LicensingMRA ResponseBoard Reporting
PliOS · AI Compliance Advisor
Online · Free assessment
Ask me:

↑ Live, interactive. Tap a button or type — PliOS adapts to your institution.

🏛OCC Examination Experience
📋FinCEN Regulatory Expertise
Institutional Crypto Background
⚖️Real Examination Templates
🔐Built for US Financial Law

See it in action

Real product, real regulatory language. Every score, draft, and alert is grounded in the regulation it cites.

app.plios.co/dashboard

Compliance Score

64

AML Program

Licensing

Sanctions

Critical · 31 CFR 1022.380

FinCEN MSB registration not on file

35-question assessment, scored against industry benchmarks with examiner-grade findings.

app.plios.co/policies

AI Policy Draft · BSA/AML Program

3.2 Suspicious Activity Reporting

The Company shall file a SAR with FinCEN for any transaction of $2,000 or more where the Company knows, suspects, or has reason to suspect the transaction…

31 CFR 1022.320(a)(2)

Drafting section 3.3 — tailored to your money-transmission products…

21 policy frameworks drafted in real regulatory language — citations included, tailored to your institution.

app.plios.co/alerts

Regulatory Alert · FinCEN

FinCEN proposes amendments to CVC transaction reporting thresholds

Federal Register · published today

Impact on your program

Affects §3.2 and §5.1 of your AML Program — suggested edit ready for review.

Live Federal Register monitoring, AI-triaged to your business — mapped to the exact sections of your own policies.

Built by former bank regulators and compliance leaders.

PliOS encodes what examiners actually look for — the first-day letter requests, the MRA language, the documentation standards — from people who have spent years on both sides of the examination: as regulators and as institutional compliance leaders.

Get your free gap snapshot
Agentic by design

A team of AI agents that runs your compliance program

Not a chatbot bolted onto a form. PliOS is built around purpose-trained agents that assess, draft, operate, and defend — each grounded in real regulatory authority and supervised by your compliance officer.

01

Assess

The advisor agent interviews you, branches on every answer, and maps your obligations to FinCEN, OFAC, OCC and state rules — scoring 8 categories with citations.

02

Draft

Drafting agents write BSA/AML, KYC/CIP, Sanctions and Travel Rule policies in real regulatory language, tuned to your products and footprint — ready for CCO review.

03

Operate

Agents keep risk assessments current, populate filing deadlines, score vendor questionnaires, and surface what changed — so nothing slips between exams.

04

Defend

When findings land, agents read the MRA, assemble evidence, and draft your examiner response letter — turning exam season from a fire drill into a workflow.

Human-in-the-loop by default.Every draft, score, and response is cited to authority and routed to your CCO for review — the agents accelerate expert work, they don't file on their own.

Meet your agents

Built for every regulated institution in the US

Whether you're getting your first license, maintaining an existing program, preparing for an exam, or building your governance framework. PliOS is built for you.

Crypto Exchanges & Wallets
💳Payments & Fintech
🏦Community Banks & Credit Unions
🏛Trust Companies
📊Investment Advisors (RIAs)
💱Money Service Businesses
🚀Aspiring Financial Institutions
⚖️Compliance Officers & CCOs

Compliance is crushing lean teams at every type of financial institution

You didn't become a financial institution to spend half your week on regulatory paperwork.

🔍

You don't know what you don't know

Most institutions build their compliance program reactively, after a banking partner questionnaire or a regulator comes knocking. Our gap assessment maps exactly where you stand against your obligations before anyone asks.

📋

Exam season is a fire drill every year

When regulators schedule an exam, teams scramble to locate policies, chase down evidence, and refresh outdated risk assessments under pressure. PliOS keeps your Risk Assessments, remediation tracker, document repository, and exam responses ready year-round.

💸

Enterprise compliance tools cost more than your legal budget

Nasdaq BWise, MetricStream, and ComplyAdvantage are built for institutions with $500K+ budgets. PliOS gives a lean compliance team the same operating system at a price that makes sense.

Built for every stage of your compliance journey

From getting your first license to governing a mature program, PliOS covers the full compliance lifecycle with purpose-built tools at each stage.

01

Get Licensed

Understand your regulatory obligations and build your licensing roadmap before anyone asks.

  • Gap Assessment Engine
  • Licensing Requirements Map
  • Prioritized Compliance Roadmap
02

Stay Licensed

Maintain your program, hit every filing deadline, and keep policies current with regulatory changes.

  • Risk Assessments
  • Policy Library + AI Drafting
  • Filing Deadline Tracker
  • Procedures Library
03

Exam & Audit Ready

Track findings, respond to regulators with confidence, and never scramble before an exam again.

  • Audit-Ready Risk Assessment PDFs
  • Exam Remediation Tracker
  • AI Response Letter Drafting
  • Evidence Repository
04

Govern Your Program

Report to your board, manage vendors, and demonstrate a defensible compliance culture.

  • Board Report Generator
  • Vendor Risk Registry
  • Regulatory Alert Feed

Your entire compliance program, centralized

Scores, risk assessments, deadlines, policies, findings, and vendor reviews are all visible from one dashboard. No more spreadsheets. No more scrambling.

app.plios.co/dashboard
Compliance Score
78/100
↑ 12 pts this quarter
Open Findings
4 MRAs
2 due within 30 days
Next Filing
23 days
Texas MTL renewal
Policies Current
8 / 11
3 pending review
Risk Assessments
BSA/AMLOverdue
OFAC SanctionsComplete
CybersecurityIn Progress
Upcoming Filing Deadlines
Texas MTL Renewal
Sept 15
23d
New York MTL Renewal
Oct 3
41d
FinCEN MSB Annual
Dec 31
127d
Policy Library Status
BSA/AML Program PolicyCurrent
KYC / CIP PolicyNeeds Review
OFAC Sanctions PolicyCurrent
Travel Rule PolicyIn Draft

Seven modules. One compliance operating system.

Every tool you need to build, manage, and defend your compliance program, from your first gap assessment to examiner-grade risk assessments, built by practitioners who've sat across from regulators.

Gap Assessment Engine

A branching, AI-guided assessment mapped to FinCEN, OCC, OFAC, FDIC, and state requirements. Scored across 8 categories with regulatory citations and a prioritized remediation roadmap.

Policy & Procedure Library

Pre-built BSA/AML, KYC/CIP, Sanctions, Travel Rule, and TPRM templates with real regulatory language. AI-assisted drafting, version control, and board approval workflows.

Filing Deadline Tracker

Auto-populated from your institution profile. FinCEN MSB renewals, SAR/CTR obligations, state MTL deadlines, and annual report filings, so you never miss a deadline.

Exam Remediation Tracker

Track MRAs, MRIAs, and exam findings from any regulator. AI drafts formal examiner response letters. Attach evidence, set deadlines, and show progress year-round.

Board Report Generator

AI generates a professional, board-ready compliance report in minutes with compliance scores, open findings, regulatory activity, policy status, and next-quarter priorities.

Vendor Risk Registry

Manage BSA/AML, KYC, custody, and technology vendors. AI-scored due diligence questionnaires. Track review cycles, contracts, and adverse media alerts in one place.

Risk Assessments

Formal, examiner-aligned risk assessments across BSA/AML, sanctions, cybersecurity, third-party risk, and more, using the Inherent · Controls · Residual model regulators expect. Profile inherent exposure, document control effectiveness with evidence, and produce defensible residual ratings with exportable reports.

Regulatory coverage

FinCEN BSA/AMLOFAC SanctionsOCC Examination StandardsFDIC ComplianceNCUA GuidanceFinCEN Travel RuleState MTL Licensing (50 states)NYDFS BitLicenseKYC / CIPCDD / Beneficial OwnershipMiCA (EU)FATF Recommendations

Built by practitioners, not generalists

PliOS is built by former bank regulators and compliance leaders who have reviewed, written, and enforced the regulations your institution must comply with. The question logic, scoring rubrics, regulatory citations, and policy templates reflect real examination experience, not generic compliance advice.

Bank Regulatory Experience
FinCEN Regulatory Expertise
Institutional Compliance Leadership

Simple, transparent pricing

No hidden fees. No per-seat fees — Foundation includes up to 3 users, Program is unlimited. Free gap assessment to get started.

Foundation

$149/month

Establish your compliance baseline with a scored assessment, gap report, and core policy library.

Get Started
  • Unlimited gap assessments + full reports
  • Compliance roadmap
  • Unlimited policy library with AI drafting
  • AI gap check + inline editing
  • Unlimited procedures
  • Regulatory alert feed
  • Filing deadline tracker
  • Up to 3 team seats
  • Email support
Most Popular

Program

$349/month

Run a complete, defensible compliance program end-to-end.

Get Started
  • Everything in Foundation
  • Exam Remediation Tracker (MRA/MRIA)
  • Board Report Generator
  • Vendor Risk Registry
  • AI analysis of regulatory alerts
  • Risk assessment version history & trends
  • Policy Chat AI assistant
  • Unlimited team seats
  • Priority support

Fractional CCOAdvisory

$2,500/month

3-month minimum

Former bank regulators and compliance leaders embedded in your team — 3-month minimum engagement, Program platform included.

Schedule a Call
  • Everything in Program
  • Dedicated compliance advisor
  • Direct advisor access between calls
  • Strategy calls on a cadence tailored to you
  • MRA/MRIA remediation leadership
  • Board & regulator communications support
  • Licensing & charter support
  • Exam prep facilitation
  • Exam-day support
  • Custom policy review + sign-off
  • Staff training & onboarding

Frequently Asked Questions

Is this only for crypto companies?

Not at all. PliOS serves any US financial institution: crypto exchanges, fintechs, MSBs, community banks, trust companies, RIAs, and companies working toward financial licensing. The core compliance challenges (BSA/AML, formal risk assessments, KYC, exam readiness, vendor risk) are largely the same across institution types.

Can I use this before I have a license?

Yes. This is one of the most common use cases. Our Gap Assessment and Licensing Roadmap are designed specifically for companies preparing for their first regulatory submission, banking relationship questionnaire, or licensing application.

How smart is the AI — can I trust what the agents produce?

The agents are built on the assessment logic, scoring rubrics, regulatory citations, and policy templates written by former bank regulators and compliance leaders. Everything is cited to authority (FinCEN, OFAC, state rules), and every AI draft is meant for review and approval by your compliance officer — never auto-filed. It accelerates expert work; it does not replace judgment.

What regulations does PliOS cover?

FinCEN BSA/AML (31 CFR 1022), OFAC sanctions programs, FinCEN Travel Rule, state money transmitter licensing (all 50 states), NYDFS BitLicense, OCC examination requirements, FDIC compliance frameworks, NCUA guidance, MiCA (EU), and FATF Recommendations.

How is this different from Chainalysis or Vanta?

Chainalysis monitors blockchain transactions. Vanta automates SOC 2 compliance. PliOS is a compliance program management platform that covers your BSA/AML policies, examiner-grade risk assessments, KYC procedures, licensing deadlines, exam remediation, and board reporting in one place.

How are Risk Assessments different from the free gap assessment?

The free gap assessment is a fast, AI-guided program health check scored across broad compliance categories, ideal for onboarding and your first roadmap. Risk Assessments are the formal, documented assessments regulators expect: Inherent Risk profiling, control effectiveness (Yes / Partial / No / N/A) with evidence attachments, and a Residual Risk rating using the standard examiner formula, scoped to the risk domains relevant to your institution.

Is this a substitute for a compliance attorney?

No. PliOS is a compliance management tool, not legal advice. We help you organize, track, and operationalize your compliance program. You should still work with qualified attorneys for jurisdiction-specific legal guidance.

Can I export my data?

Yes. All policies can be exported as PDF or Word documents. Gap assessment results, risk assessment PDF reports, board reports, and exam findings are fully exportable. Your data is never locked in.

Know exactly where your compliance program stands

Run your free gap assessment in 15 minutes. Get a personalized compliance score, gap analysis, and prioritized roadmap, instantly. No credit card required.

Run My Free Assessment

For crypto exchanges · fintechs · MSBs · community banks · trust companies · RIAs · and more

The Examiner's Briefing

A short monthly read on what FinCEN, OCC, and state regulators just changed — and what examiners will ask about it. Written by former bank regulators and compliance leaders.