Finance agents, by category.
FP&A, reconciliation and treasury workflow agents. Select the role you want to automate inside each category.
NBFC (Non-Banking Financial Company)
2 agentsHousing Finance
1 agentInvestment
1 agentAlso on Microsoft Marketplace
You can also find us on Microsoft Marketplace. Open a listing to see its details and plans.
About Finance AI agents
Finance AI agents serve lenders and investment platforms: an assistant for loan officers and sales agents, a borrower self-service agent for balances, repayment schedules, payoff quotes and statements, a home-loan agent for eligibility and disbursement milestones, and an investment agent for portfolios, regular investment plans and fund comparison.
Eligibility and quotes come from your own credit policy and rules, so they match your underwriting, and regulated advice stays with your licensed advisors. The loan officer assistant is offline-ready, for field teams in low-connectivity areas or lenders that keep data on their own servers.
Questions about Finance AI agents
Do the agents give financial advice?
No. The investment agent gives education and suitability-bounded guidance with the disclaimers you require; regulated advice remains with your licensed advisors.
Which systems do they connect to?
Your loan origination and loan management systems, decisioning and credit bureau APIs, and, for investments, your registrar, broking and market data providers.
Can borrowers pay through the agent?
Yes. It sends secure payment links and runs reminder journeys whose timing, frequency and wording follow your compliance-approved rules.
How do we start with a finance AI agent?
Pick the agent closest to what you need and book a call. We check the fit with your systems, run a pilot on one workflow with your own data, and test the agent against real requests before it goes live. If no agent fits, we build one: see AI agents.