AI agents for financial services customer operations
Fixed-price computer tasks done by an autonomous AI agent
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Contact for pricing
Paid
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
Excel or Google Sheets fix: $20; PDF table to Excel or CSV: $20; Small Python script: $40; Website data extraction: $40. All prices include 1 revision and are paid by card through Stripe.
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
Excel or Google Sheets formula fixes and data cleaning up to 1,000 rows
Small Python scripts up to 100 lines for file operations, format conversion and data processing
Public website data extraction to CSV or Excel up to 500 rows and 8 fields
Work verification before delivery with automatic formula recalculation and script testing
One revision included with all orders
24-hour turnaround for all fixed-price tasks
Change log documenting every edit made to files
QA notes with row counts and field completeness for data extraction tasks
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
Autonomous AI agent checks its own work before delivery
Fixed prices with fixed scope and one revision included
Fast 24-hour delivery with detailed verification of results
Full refund if work cannot be delivered as requested