Document Processing Agents for Fintech: read documents and turn them into clean data.
Document Processing Agents set up for fintech, 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
- QuestionSomeone needs an answer from the data
- AgentExtract fields from any document
- In your toolsValidate and flag exceptions
- DoneRoute for approval
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that document processing 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 FINTECH
- Extract fields from any document
- Validate and flag exceptions
- Route for approval
- File to the right system
- Handle PDFs, scans and email
- Keep an audit trail
WORKS WITH YOUR STACK
- Stripe
- Intercom
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 Stripe and Intercom, 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 fintech say
“We were about to hire someone to extract fields from any document. The document processing agent does it for a fraction of the salary. Two months in, the Monday report lands at 7am with every source cited. That hire never happened, and nobody misses it.”
“I've run this business for 14 years and tried every tool that promised to save time. This is the first one that did. A backlog that used to sit at 400 tickets is under 30, and my team stopped dreading onboarding and KYC prompts.”
“Before the document processing agent, reports were out of date by the time anyone read them. Now it handles that around the clock, research that took two days now takes about an hour, and my team spends its day on work that needs a person.”