AI agents for financial services customer operations
Private AI Agent Platform for Businesses
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
GB
Pricing model
Contact for pricing
Not given
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
Entry: $244/month (30% off early access, regular $349/month) for up to 5,000 requests per month. Pro: $559/month (30% off early access, regular $799/month) for up to 16,000 requests per 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
Build agents without code from the dashboard
Ground agents in your own knowledge bases
Connect twenty built-in integrations
Set request limits per project
Switch between models with one click
Control agent data retention
Set guardrails on agent responses
Use frontier and open-source models
Connect through API or MCP servers
Test agents in playground before production
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
Agents only access what you explicitly allow, not the entire internet or your systems
No message content stored by default, only metadata for usage reports
Predictable monthly pricing with a hard request limit, no surprise bills
EU-hosted with isolated storage and databases
Agents evolve without rebuilding when switching models or tools