AI assistant that automates desktop tasks by learning from your actions
AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
US
GB
Pricing model
Freemium
Contact for pricing
Pricing
Free: $0 per user with 10 included workflow runs and basic features. Plus: $20 per seat per month with expanded usage. Pro: $100 per seat per month with 5x more usage than Plus. Annual billing available at 20% discount. Enterprise plans available with custom pricing.
Outcomes-based pricing model where customers pay only for successful query resolutions. Integration options include day 1 value on Intercom, Zendesk or Freshdesk, typically delivering 20-50% resolution rate for easiest queries, or more comprehensive integration achieving 80-90% handling time automat
Key features
Learn tasks by demonstration - show once, replay automatically
Works with existing apps via screen automation without integrations
Voice command interface
Team collaboration with shared playbooks
Automatic workflow detection and updates when apps change
Scheduled task automation
Manual and automatic approval modes
Content generation with image and music creation
Knowledge base for team documentation and context
End-to-end dispute automation with evidence gathering and chargebacks
Collections agent for account arrears with personalized outreach
KYB automation with document verification and business checks
Insurance claims intake and processing
Customer service agent with conversation memory and action execution
Procedural agent controlled in plain language without coding
Built-in financial services compliance guardrails
Omnichannel support across phone, chat, email, SMS and social
Real-time monitoring and performance tracking
Multi-language support with same quality and compliance
What makes it different
No integrations required - uses screen automation like a human would
Learns by watching - no code or complex setup needed
Automatically adapts when app interfaces change
Voice-controlled AI that understands context from your screen
Full team access to shared automations and knowledge base
Full operational depth covering back-office work that other AI agents avoid
Consistently higher CSAT than human teams with 98% customer satisfaction
No platform fees - pay only for successful query resolutions
Seamless integration with existing platforms without replatforming