AI agents for financial services customer operations
Agents start, FinishUP checks
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
Not given
Pricing model
Contact for pricing
Open source
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
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
Records and checks work evidence
Identifies remaining open tasks
Local checks on your computer
Optional AI-powered review
Compatible with Codex, Claude Code, and Cursor
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 with no licensing costs
Local verification without sending data to external services
Prevents AI agents from drifting or forgetting task progress
Gradient Labs
FinishUP