AI agents for financial services customer operations
A product distribution platform for founders who want consistent momentum
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
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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
Solo plan: $9/month (USD) for 1 active project with full access to all features. Pro plan: $19/month (USD) for up to 3 active projects. Early-bird pricing available with lifetime rate lock. Yearly option available with 2 months free.
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
Product analysis and context recording
Ranked distribution opportunities
AI agent execution with approval workflow
Evidence tracking and handoffs
Distribution recipes
Web, API, and MCP access
Multiple project management
Priority-ranked moves
No feature gates across tiers
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
Prioritizes distribution opportunities so founders focus on high-impact moves instead of generic growth advice
Founders stay in control while AI agents execute distribution work
Every distribution recipe and feature available at all pricing tiers
Gradient Labs
DistroChef