Enterprise AI Agents
Automate finance, risk, and operations with no-code agents. Connect systems, define policies, and observe results with full audit trails.
Pre-Built Use Cases
Extract metrics from financial statements for underwriting and reconciliation. Automatically identify revenue, profit, expenses, and cash flow with validation and summary generation.
Key Capabilities:
- • Multi-format document ingestion (PDF, Excel, Word)
- • Structured data extraction with confidence scores
- • Automated validation against business rules
- • Executive summary generation
Provide instant answers with policy-aware responses and intelligent escalation routing. Reduce ticket volume while maintaining high satisfaction scores.
Key Capabilities:
- • Natural language query understanding
- • Knowledge base integration
- • Automatic escalation to human agents
- • Multi-channel support (email, chat, portal)
Classify and route tickets by priority, SLA, and specialty automatically. Ensure critical issues reach the right team immediately.
Key Capabilities:
- • Intelligent priority classification
- • SLA-aware routing
- • Specialty team matching
- • Real-time queue optimization
Scrape filings and websites to update records and flag anomalies in real-time. Keep your CRM data fresh and actionable.
Key Capabilities:
- • Automated data collection from public sources
- • Record deduplication and merging
- • Anomaly detection and alerts
- • Scheduled and event-driven updates
Draft proposals from knowledge bases with approval tracking and version control. Accelerate response times while maintaining quality.
Key Capabilities:
- • Intelligent content assembly from templates
- • Multi-stakeholder approval workflows
- • Version control and change tracking
- • Compliance checking against requirements
Workflow Example: Credit Analysis
Ingest Statements
Upload financial documents from multiple sources
Extract Metrics
AI extracts revenue, expenses, cash flow, and ratios
Benchmark vs Policies
Compare against internal credit policies and thresholds
Risk Grade
Assign risk grade based on comprehensive analysis
Email Summary
Send executive summary to decision-makers
Archive with Audit Trail
Store all data with complete audit log
Security & Compliance
All agents include SOC2 Type II, HIPAA, and GDPR compliance. No training on customer data. Secure database connectivity with on-premises deployment options.
View Security DetailsReady to Launch an Agent?
Contact our team to discuss your use case and deployment options.