AI SDR Agents for Finance: book meetings from inbound and outbound.
AI SDR Agents set up for finance, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- New leadA prospect fills in the contact form
- AgentResearch and personalize outreach
- In your toolsRun multi-step sequences
- DoneReply to inbound in seconds
THE PROBLEM IN FINANCE
Teams in finance lose hours and revenue to work that AI SDR agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR FINANCE
- Research and personalize outreach
- Run multi-step sequences
- Reply to inbound in seconds
- Qualify against your criteria
- Book straight into rep calendars
- Hand off with a clean summary
WORKS WITH YOUR STACK
- Salesforce
- DocuSign
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Salesforce and DocuSign, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: SOC 2 in progress.
What teams in finance say
“We tried building this ourselves and gave up after three months. They had the AI SDR agent running inside our own tools in days. Since then inbound pipeline more than doubled, and any change we ask for is done that week.”
“I've run this business for 14 years and tried every tool that promised to save time. This is the first one that did. We closed $180,000 in deals that started as after-hours inquiries, and my team stopped dreading lead qualification.”
“I was the skeptic here. I'd been burned by software that promised a lot and needed babysitting. Thirty days after the AI SDR agent went live, every inbound lead gets a reply in under a minute, nights and weekends included. Now I'm the one asking what we automate next.”