Keep project context in files you control, continue in a new chat, and add Council and Judge review
AI agents for financial services customer operations
Stage
MVP
Startup
Founded
2023
2024
Based in
DE
GB
Pricing model
Free
Contact for pricing
Pricing
Free for the general system including project memory, Council and Judge, tutorials and health checks. Optional specialist packs will have separate pricing when ready.
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
Key features
Save project context in local files you control
Continue work across different AI tools and chats
Council feature with separate AI reviewers
Judge weighs evidence and recommends next steps
Save project decisions and dated notes
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
What makes it different
Files you control, not another AI model or subscription service
Free forever with optional paid specialist packs
Built by a solo developer shipping real products using the same system
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