By industry

Finance and risk

Agents that move money, price risk, or decide who to trust. They share a shape: a document arrives, rules apply, and a number or a decision comes out - which makes them unusually easy to specify and unusually expensive to get wrong. Every build in this family needs an audit trail of why it decided what it decided, and a threshold above which a human signs instead.

Financial Crime · Accounting · Underwriting · Finance · FP&A · Lending · Insurance

Financial CrimeAML Alert Triage AgentWorks the transaction monitoring queue: assembles the context an analyst would gather by hand, drafts the disposition narrative with every figure sourced, and closes only what the policy permits.Pro9.1
AccountingAccounts Receivable Collections AgentReconciles payments against the ledger before it chases anything, then works only the genuinely unpaid balances and separates the customers who forgot from the ones who are disputing.Pro8.9
UnderwritingCommercial Underwriting Submission AgentReads broker submissions in whatever form they arrive, maps exposures into the rating schema, screens appetite before an underwriter opens anything, and asks the broker once for what is missing.Pro8.9
FinanceInvoice Processing AgentAn agent that ingests supplier invoices, extracts line items, matches them to purchase orders, flags discrepancies, and queues clean invoices for approval. Target: finance teams drowning in accounts payable.Pro8.9
FP&AMonth-End Close Commentary AgentAn agent that reads the trial balance against budget and prior period, finds the variances that matter, chases their cause through the subledger, and drafts the commentary a controller would otherwise write by hand. Target: finance teams closing monthly with fewer than five people.Pro8.9
LendingLoan Application Processing AgentReads a loan application with its supporting documents, verifies income and identity against them, checks the file against lending policy, and recommends a decision with every figure cited.Pro8.8
AccountingTax Document Intake AgentIdentifies the form and tax year in whatever a client uploads, derives the missing-items list from last year's return, and chases the gaps once so preparers stop doing intake.Pro8.7
InsuranceInsurance Claims Triage AgentReads a first notice of loss with its attachments, classifies severity and coverage, routes the claim to the right adjuster queue, and cites the policy language behind every decision.Pro8.6