Voice AI Agents for Finance: hold natural phone conversations and act on them.
Voice 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
- Incoming callA caller asks for help
- AgentAnswer and place calls in natural speech
- In your toolsWork out what the caller wants from plain speech
- DoneBook, update and route in real time
THE PROBLEM IN FINANCE
Teams in finance lose hours and revenue to work that voice 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
- Answer and place calls in natural speech
- Work out what the caller wants from plain speech
- Book, update and route in real time
- Escalate to a human with full context
- Work in your existing phone system
- Pick up every hour of every day
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
“Before the voice agent, my front desk spent every morning playing phone tag. Now it handles that around the clock, after-hours calls turn into booked visits instead of hang-ups, and my team spends its day on work that needs a person.”
“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.”
“If you're on the fence, book the call. We were live within the week, and no-shows dropped from 18% to 6%. My only regret is that we waited a year to do it.”