GenAI-powered voice agents for enterprise engagement and automated collections
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Stage
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Founded
2022
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Based in
US
US
Pricing model
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Pricing
Free plan includes 10 calling minutes with 2-minute call duration limit. Paid plans available with usage-based pricing; extra minutes charged at $0.13/min. Enterprise plans available with custom pricing based on call volume, use cases, and integration requirements.
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Key features
Promise-to-pay (PTP) capture and follow-up
Dynamic, context-aware conversations
CRM and dialer integration
24/7 multi-language support with natural speech synthesis
Customizable conversation flows and business rules
Audit-ready compliance logging and transcripts
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
What makes it different
Debt recovery rates improved by 3x compared to manual operations
Connect rates increased by 7x through intelligent, context-aware conversations
Fully compliant with FDCPA, TCPA, and Reg F for enterprise collections
Pay only for connected calls with no charges for unanswered attempts
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes