Agentic investigation workspace for professionals working with large document collections
AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
GB
Pricing model
Not given
Contact for pricing
Pricing
Free with pay-as-you-go option. Pro plan: $49/month with 20 credits. Team plan: $99 per user per month with 20 credits per user. Enterprise: 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
1 billion context window to analyze very large document sets
Complete-record analysis without retrieval blind spots
Shared data room for team collaboration and investigation
Agent-native artifacts for reports, spreadsheets, and presentations
Exact-page citations linking findings to source documents
Preserve and display conflicting information from sources
Zero document retention for temporary tasks
HIPAA-ready workflows for healthcare investigations
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
Complete-record reasoning across all uploaded files rather than retrieval-based Q&A with blind spots
Professional-grade evidence standards with citations preserved through investigation
Zero document retention and no use of customer data for AI model training
Persistent Projects for recurring investigations of the same documents
Flexible investigation criteria to control what to find and how to present results
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