The new standard for
financial institutions.
Run complex compliance and back-office workflows with AI agents delivering human-level accuracy, transparency, and auditability.
Used by compliance and operations teams at YC-backed financial services companies
Accuracy
Proven performance on metrics that matter, backed by rigorous testing.
Task accuracy
Across complex, multi-step financial operations.
Deterministic execution
No hallucinations. No improvisation. Agents follow your exact procedure, every single run.
The platform
From procedure to automated workflow in minutes.
The platform
From procedure to automated workflow in minutes.
See what's possible
Automate the workflows your staff manually runs today, on top of your existing stack.
KYC and KYB reviews
Automate customer identity and business verification workflows with AI agents that review documents, validate data, and flag risk.
Mortgage and loan underwriting
Accelerate underwriting by having AI agents review and analyze financial documents, verify data and generate summaries and take action.
Disputes and chargebacks
Process disputes and chargebacks with AI agents that review transactions, collect evidence, and determine outcomes.
Manual fraud reviews
Investigate fraud alerts with AI agents that analyze transaction patterns, review evidence, generate summaries and take action.
Reconciliation
Automate reconciliation workflows by having AI agents match transactions, detect discrepancies, and resolve exceptions.
SARs filings
Prepare and file Suspicious Activity Reports with AI agents that gather evidence, generate narratives, and ensure compliance.
Custom workflows
Take any manual procedure your compliance or back-office staff runs today and automate it with 99.8%+ accuracy in days.
Account reviews
Automate periodic account reviews and ongoing due diligence with AI agents that flag changes in risk profile.
Integrations
Built-in integrations ensure you see value in days, not months.
Security & compliance
We prioritize compliance, so you can prioritize your business.
Your data doesn't train our models. Your workflows don't leave your environment. Audit trails and access controls aren't add-ons. They ship with every feature. Security was designed in from day one, because it's easier to build right than to retrofit.
Full audit traceability
Immutable logs for every action and approval. Pull up any decision during a regulatory review in seconds.
Role-based access control
Fine-grained permissions ensure team members only access what they need. Set roles and approval rights once; the system enforces them.
End-to-end encryption
AES-256 encryption for data at rest. TLS 1.3 for all data in transit.
Secure cloud hosting
Enterprise-grade cloud infrastructure with strict tenant data isolation. Your data is never accessible to other customers.
Dedicated enterprise support
Dedicated customer success manager with SLA-backed response times. Onboarding built around your team's workflow.
Human review
Pause any procedure run for human approval. Who approved, when, and what they reviewed: all of it is in the log.
Get started
30 minutes. One complete workflow, from procedure to audit trail.
We'll walk through a real workflow: write the procedure, then watch the agent run it. Bring your own use case and we'll map it live.
No lengthy setup. We'll respond within one business day.