| What it does | AI agents for financial services customer operations
| Ready-made AI business workspaces, run by AI agents
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| Stage | Startup
| Startup
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| Founded | 2024
| 2025
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| Based in | GB
| US
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| Pricing model | Contact for pricing
| Freemium
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| 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 plan available. Personal plan $20/month. Pro plan $49/month. Enterprise available on contact. Some templates have a one-time purchase price. Model and tool usage charged separately. Self-hosted source-available edition requires user to cover hosting and model costs.
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| 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
| - Workspaces that keep goals, sources, agents, results and feedback together
- Agents with defined roles and reusable skills
- Answers and drafts with source citations from your knowledge base
- Scheduled runs for recurring work
- Configurable permissions, approval rules and activity logs
- Connections to Gmail, Slack, Notion, WhatsApp and Discord
- Workflow templates and installable workspace Blueprints
- Managed cloud and source-available self-hosted edition
- PowerPoint slide deck generation from notes and briefs
- Free 30-minute AI consulting session
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| 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
| - Persistent workspace where work history, goals and configuration stay together across recurring runs
- Reusable setup means you configure once instead of rebuilding for each request
- Creator Marketplace allows creators to package and sell installable workspace Blueprints
- Built for small teams and solopreneurs, not enterprises
- Data encrypted in transit and at rest, never used to train models
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 55 ● no change since last check | 4 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 11 | 0 |
| Citation Flow (Majestic) | 37 | 24 |
| Referring domains (Majestic) | 458 | 33 |