AI agents for financial services customer operations
Local-first desktop AI agent for business automation with knowledge, tools, and scheduled workflows
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
BD
Pricing model
Contact for pricing
Freemium
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
Community (free), Go ($5.00/month), Plus ($10.00/month), Pro ($30.00/month)
Key features
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
Tool-using AI chat with approved tool access and multi-step reasoning
Local business knowledge library with grounded AI assistance
Skills, plugins, and MCP tool support for extensibility
Scheduled workflows with permission-gated automation
Document processing and summarization
Customer communication drafting with human review
Browser-assisted research for gathering public information
Operations dashboard for reviewing task status and workflow priority
Task transcripts and reviewable work outputs
Local data storage with no cloud requirement by default
What makes it different
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
Open-source codebase publicly available on GitHub for inspection and contribution
Local-first architecture keeps business data on user's machine by default
Permission-gated automation with human review before actions execute
Free Community plan with no cost to start
Desktop app works offline without account requirement for local use
Gradient Labs
aiFetchly