AI Agent Builder
Industry

AI Agents for Finance

Build secure, compliant AI agents that handle account inquiries, process loan applications, send payment reminders, and manage fraud alerts. Built for banks, NBFCs, and fintech companies.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel
80%

Query Automation

50%

Faster Processing

99.9%

Uptime

SOC 2

Compliant

Finance AI Capabilities

Built for financial services

Account Inquiries

Provide instant balance checks, transaction history, and account details securely.

Loan Applications

Guide customers through loan applications, collect documents, and provide status updates.

Payment Reminders

Send automated payment reminders and help customers set up payment plans.

Fraud Alerts

Notify customers of suspicious activity and verify transactions in real-time.

Product Recommendations

Suggest relevant financial products based on customer profiles and needs.

Compliance Built-In

Ensure all interactions meet regulatory requirements with audit trails.

Deploy Finance AI

Go live quickly

Security Assessment
Work with our team to configure enterprise-grade security and compliance settings.
Connect Core Systems
Integrate with your core banking, CRM, and loan origination systems securely.
Configure Workflows
Set up account services, loan processes, and customer communication flows.
Deploy with Monitoring
Launch across channels with real-time compliance monitoring and audit logging.

Finance Success Stories

"Our AI agent handles 15,000 account balance inquiries daily. Call center volume dropped 45% while customer satisfaction improved."

45% Call Reduction

Midwest USA

VP Digital Banking

"Loan application completion rates jumped from 35% to 78% with AI-guided applications. The agent answers questions that used to cause drop-offs."

78% Completion Rate

Consumer Lending

Chief Digital Officer

"Collections improved 30% with AI-powered payment reminders. The agent can negotiate payment plans and process payments instantly."

30% Better Collections

BNPL

Head of Operations

Finance AI FAQ

Other Industries

Simple, Transparent Pricing

Start free, scale as you grow. No per-message fees, no hidden costs.

Starter
Freeforever
For individuals and small teams getting started
  • 1 AI Agent
  • 500 conversations/month
  • Web chat widget
  • Basic templates
  • GPT-3.5 included
  • Email support
  • Community access
Start Free
Most Popular
Pro
$49/ month
For growing businesses with higher volume
  • 5 AI Agents
  • 5,000 conversations/month
  • Web chat + WhatsApp
  • All templates
  • GPT-4 & Claude included
  • Custom training
  • CRM integrations
  • Priority support
  • Analytics dashboard
Start Free Trial
Business
$199/ month
For teams needing voice AI and more agents
  • 20 AI Agents
  • 25,000 conversations/month
  • All channels (Voice, WhatsApp, Web)
  • Voice AI (500 min included)
  • All AI models
  • Advanced training
  • All integrations
  • Dedicated support
  • Team collaboration
  • API access
Start Free Trial
Enterprise
Custom
For large organizations with custom needs
  • Unlimited agents
  • Unlimited conversations
  • All channels
  • Volume voice pricing
  • Self-hosted option
  • White-label branding
  • SSO / SAML
  • SLA guarantee
  • Dedicated CSM
  • Custom integrations
  • SOC 2 compliance
Contact Sales

Ready to Build Finance AI?

Deliver exceptional customer experience while maintaining compliance with secure AI agents.

Flexible Pricing

Get a Demo

Every business is unique. Let's discuss your specific needs and create a pricing plan that works for you.

AI Agent Builder - Finance - Contact Us for Pricing
Get a personalized quote tailored to your business requirements

What You Get

Custom pricing based on your needs

No hidden fees or surprises

Flexible payment options

Volume discounts available

Free consultation & demo

30-day money-back guarantee

Get Your Custom Quote

Our team will get back to you within 24 hours with a personalized pricing proposal

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