| What it does | Transform documents into searchable knowledge with AI-powered cited answers
| AI agents for financial services customer operations
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| Stage | Established
| Startup
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| Founded | 2003
| 2024
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| Based in | US
| GB
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| Pricing model | Freemium
| Contact for pricing
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| Pricing | SaaS: $30 per user per month (10% discount billed annually), includes 5GB storage, 30+ agents, SSO and audit logs. 15-day free trial with no credit card required. On-Prem Edition pricing available by contacting sales.
| 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
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| Key features | - AI-powered document Q&A with page/row/paragraph references
- 30+ pre-built AI Agents for contracts, compliance, invoices and more
- Multi-source document processing (PDF, DOCX, XLSX, PPTX, CSV and more)
- Connect Google Drive and Microsoft SharePoint with auto-sync
- Query SQL databases in plain English without SQL skills
- Website content indexing for live knowledge sources
- Bring your own LLM (OpenAI, Anthropic, Gemini, Llama)
- Role-based access control (RBAC) and full audit logs
- On-premises or private cloud deployment options
- Custom Agent creation on user-defined templates
| - 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
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| What makes it different | - Every answer is cited to its source document—no hallucinations or invented claims
- Delivers finished work products instead of chat transcripts
- Data stays on your infrastructure with full deployment control
- Built for regulated industries with permission-aware design and full audit trails
- Choose and change your LLM independently from the platform
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 7 ▲ +1 (up) since last check | 55 ● no change since last check |
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| Trust Flow (Majestic) | 19 | 11 |
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| Citation Flow (Majestic) | 22 | 37 |
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| Referring domains (Majestic) | 82 | 458 |
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OpenParser AI
Gradient Labs