AI agents for financial services customer operations
Agent wiki and visual workspace for Claude Code, Codex and other AI coding agents
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
Not given
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
Free: Nimbalyst app and personal wiki. Wiki Teams: $20 per user per month or $200 per user per year (currently free during beta).
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
WYSIWYG markdown editor with AI-assisted editing
Red/green inline diffs for AI changes approval
Visual editors for mockups, diagrams, and drawings
Parallel agent session management
File and session linking
Persistent searchable session history
Pull request review in Developer Mode
MCP server support
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 write the wiki as they work, eliminating manual documentation
Open source and local-first: your data stays on your machine
Built by Evergage founders who scaled to $250M ARR
One unified workspace instead of multiple disconnected tools
Gradient Labs
Nimbalyst