Deploy in Minutes
Purpose-Built for Finance
Fully Customizable
Premier Agents
Wealth Management Agent
Purpose-built for onboarding, planning, reporting, compliance, and client engagement workflows.
Supply Chain Finance Agent
Optimizes SCF operations with automated onboarding, data extraction, validation, compliance, and transaction workflows.
Accounting and Payments Agent
Handles reconciliation, invoicing, payables, payouts, payroll, and financial operations with full audit trails.
Payments Agent
Automates vendor, employee, treasury, and cross-border payments with integrated reconciliation and compliance.
Ready-Made Financial Agents
Agents for onboarding, SCF, AML, tax, reconciliation, reporting, and wealth workflows.
Plug-and-Play Integrations
Each agent comes with preconfigured connectors, prompts, and workflow steps.
Customizable Logic
Easily adjust rules, tools, workflows, and knowledge packs to match enterprise requirements.
Launch automation across teams without starting from scratch.
How It Works
Pick an Agent
Choose from workflow-specific agents across financial operations.
Configure and Customize
Modify rules, prompts, tool usage, and knowledge packs.
Deploy Everywhere
Use in chat, workflows, APIs, or scheduled automation.
Accelerate automation across your enterprise
The Agent Library eliminates lengthy setup cycles by offering prebuilt, field-tested financial agents.
Benefits
- Faster time-to-value
- Standardized processes across teams
- Reduced engineering overhead
- Consistent compliance and accuracy