finance
AI Agents for Finance
Automate manual processes related to credit underwriting, KYC verification, transaction failures and more with AI workflows
Automated Credit Underwriting
Use AI to assess the credit worthiness of every loan applicant and execute the underwriting process
AI evaluates loan applications and checks if compliance and regulatory requirements are met
Maximum loan amount is determined based on credit risk profile and message is sent to the team for approval
AI starts loan processing and sends communication to the applicant
AI-powered KYC/KYB verification
Optimize customer onboarding with AI-powered workflows for KYC/KYB verification
Leverage AI to evaluate KYC/KYB form submissions
Flag issues of non-compliance and notify the customer
Upon successful KYC/KYB verification, initiate customer onboarding and notify the onboarding team
Managing Transaction Failures Promptly
Utilize AI workflows to identify, analyze, and resolve transaction failures quickly and with fewer errors
AI automatically identifies and flags transaction failures
If funds are deducted, AI initiates the refund and notifies the customer
AI pinpoints the error for failure and sends it to the team. If required, it creates a ticket
Fraud Monitoring and Management
Leverage AI to flag high-risk transactions and take preventive action to reduce the chances of fraud
AI monitors high-value transactions and assigns a risk score
Based on risk score, AI evaluates whether to authorize or send for deeper review
If risk score is high, AI escalates to the team and holds the transaction
integrations
Integrate With Popular Finance Tools & Data Sources
SoFi
Upstart
Onfido
Jumio
Actimize
Comply Advantage
Salesforce
Paypal
Stripe
PolicyGenius
Lemonade
Experian
Equifax
Gmail
Slack
advanced features
Everything You Need From A Business Process Automation Platform
Merge data from different sources in 1 place
Combine data from different SaaS tools, databases and create your process triggers.
Build automations without any coding
Use drag-and-drop builder to map complex processes without engineering help.
AI executes all manual processes and SOPs
AI executes most of the steps in the process (extracting data, sending emails,, etc.)
Assign humans to provide input and approvals
Your team remains in control providing inputs and approvals at key stages of the process.
Integrate into your existing processes
No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.
Be assured that your data is secure
Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.
Automate Finance
Workflows with AI
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