Solutions · fintech
Business automation for fintech.
We automate what your fintech repeats: onboarding checks, tier-1 support, collections. Your compliance team keeps the decisions. Agents take the queue.
What repeats in fintech
- Onboarding stuck on documentsDocument requests, checks and reminders in one flow.
- Support tickets pile upRoutine questions drafted, sensitive ones sent to a person.
- Reviews without an audit trailEvery decision logged with who approved it.
Ready-made
Bundles for fintech
Start with one. Each runs on the pancake foundation, so the next one plugs into the same data and permissions.
KYC & onboarding
Applicants verified and activated faster.
- Document collection and checks
- Status updates to the applicant
- Flagged cases to compliance
Support & disputes
Tier-1 answered, tier-2 routed.
- Balance and transaction questions
- Dispute intake and tracking
- Escalation by rule
Collections & renewals
Payments and renewals on schedule.
- Payment reminders
- Failed-payment retries
- Plan renewal sequences
Agents
The agents that usually join a fintech team
Each one works a queue your people used to work by hand, and hands back anything outside its rules.
- Onboarding agent
- Document checker
- Support agent
- Compliance log agent
- Reporting agent
Integrations
Connected to what fintech already run
Official APIs where they exist, partner connectors where they do not, and a custom integration when neither fits.
- Identity verification
- Payment processors
- CRM import
- Slack