Sales AI Agents for Finance: work the pipeline from first touch to closed-won.
Sales AI 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
- AgentQualify and score inbound leads
- In your toolsBook meetings automatically
- DoneDraft and send follow-ups
THE PROBLEM IN FINANCE
Teams in finance lose hours and revenue to work that sales AI 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
- Qualify and score inbound leads
- Book meetings automatically
- Draft and send follow-ups
- Keep the CRM clean
- Answer prospect questions 24/7
- Route hot leads to reps instantly
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 were about to hire someone to qualify and score inbound leads. The sales agent does it for a fraction of the salary. Two months in, we closed $180,000 in deals that started as after-hours inquiries. That hire never happened, and nobody misses it.”
“We started with lead qualification. A month in, every inbound lead gets a reply in under a minute, nights and weekends included. We added client servicing after that, and I can't picture running the place without it now.”
“Before the sales agent, our reps spent half their week chasing people who were never going to buy. Now it handles that around the clock, meetings booked went from 14 a month to 41, and my team spends its day on work that needs a person.”