What it is

The agent accelerator for every financial [i]workflow.[/i]

The agent accelerator for every financial [i]workflow.[/i]

The agent accelerator for every financial [i]workflow.[/i]

The agent accelerator for every financial [i]workflow.[/i]
The agent accelerator for every financial [i]workflow.[/i]

AgentCommand℠ is the agent accelerator that runs inside your cloud. It connects to your systems and powers an engine of AI agents for each workflow, with your team approving every decision.

AgentCommand architecture: engines run on the AgentCommand runtime, which sits on top of your core systems, all managed from one workflow dashboard.

Plug in. Put agents to work. Get smarter with every [i]approval.[/i]

Plug in. Put agents to work. Get smarter with every [i]approval.[/i]

Plug in. Put agents to work. Get smarter with every [i]approval.[/i]

Plug in. Put agents to work. Get smarter with every [i]approval.[/i]
Plug in. Put agents to work. Get smarter with every [i]approval.[/i]
AgentCommand connecting to your core, inbox, documents and CRM inside your cloud.
01 · Agentic runtime

Plug it in.

Plug it in.

Plug it in.

Plug it in.
Plug it in.

AgentCommand℠ sits on top of the systems you run: core, inbox, documents and CRM. It lives in your cloud on code your institution owns.

Put agents to work in weeks.

Three engine characters working side by side on the AgentCommand runtime.
02 · Workflow agents

Power it up.

Power it up.

Power it up.

Power it up.
Power it up.

Add engines for the processes that move your numbers. Agents take the routine work, and your people take the decisions.

Turn decades of institutional expertise into custom agents that decouple revenue growth from headcount.

A loop of decide, review, learn and improve around a rising bar chart.
03 · Compounding value

Level it [i]up.[/i]

Level it [i]up.[/i]

Level it [i]up.[/i]

Level it [i]up.[/i]
Level it [i]up.[/i]

Every decision, correction and approval feeds back into your engines. They get sharper each month, and the gains stay with you.

Build an advantage your competitors can't buy.

The Financial Services [i]Engines[/i]

The Financial Services [i]Engines[/i]

The Financial Services [i]Engines[/i]

The Financial Services [i]Engines[/i]
The Financial Services [i]Engines[/i]

Commercial Lending Engine

Agents spread financials, draft credit memos, and clear annual reviews, so your credit team spends its time on new deals.

OutcomeCapacity: book more commercial loans with the same credit team.

SBA Lending Engine

Agents check eligibility, assemble the loan package, and prepare submissions for SBA approval, while your lenders make the credit call.

OutcomeSpeed: get SBA loans to closing and funding sooner.

Mortgage Lending Engine

Agents collect and verify borrower documents, clear underwriting conditions, and prepare closing packages, while your underwriters sign off on every loan.

OutcomeThroughput: close more loans per processor and underwriter.

Consumer Lending Engine

Agents rescue stalled applications, pre-fill borrower data, and run instant pre-qualification, while your team reviews the edge cases.

OutcomeConversion: turn more applicants into funded loans.

Student Lending Engine

Agents verify enrollment and school certification, check co-signer eligibility, and prepare disbursements to schools each term, while your team approves every loan.

OutcomeGrowth: fund more students each term with the same team.

Auto Lending Engine

Agents review dealer submissions, clear stipulations, and verify contracts for funding, while your funders make the final call.

OutcomeDealer volume: fund contracts faster and win more business from your dealers.

Collections and Recoveries Engine

Agents prioritize accounts by risk, prepare hardship options, and document every contact for compliance, while your collectors focus on the conversations.

OutcomeRecovery: cut charge-offs and recover more of what you’re owed.

Mortgage Servicing Engine

Agents run escrow analysis, assemble loss mitigation files, and track investor and regulatory deadlines, while your servicing team handles borrower conversations.

OutcomeScale: board new servicing portfolios without adding headcount.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →

Consumer Account Opening Engine

Agents verify identity, clear fraud and KYC reviews, and chase missing documents, while your team reviews flagged applicants.

OutcomeDeposits: open more accounts and lose fewer applicants to delays.

Commercial Onboarding and Treasury Implementation Engine

Agents run multi-entity KYB, build account structures, set up services and entitlements, and test payment files before go-live, while your implementation specialists handle the exceptions.

OutcomeTime to revenue: get commercial clients live and generating fees sooner.

Treasury Operations Engine

Agents prepare Positive Pay decisions, repair wires, review ACH limit overrides, and resolve file rejects and returns before cutoff, while your team makes the final call.

OutcomeScale: grow treasury clients and payment volume without adding operations staff.

Fintech Partner Onboarding and Oversight Engine

Agents run partner due diligence, review program materials, and monitor partner activity against your compliance requirements, while your compliance team signs off.

OutcomeGrowth: launch more fintech programs with oversight your examiners trust.

BSA/AML Engine

Agents triage alerts, gather evidence, and draft investigation narratives and SARs, while your investigators make the final call.

OutcomeCapacity: clear alert backlogs without adding analysts or outsourcing spend.

Deposit Operations Engine

Agents work overdraft decisions, returned items, holds, levies and garnishments, while your team handles the exceptions.

OutcomeScale: grow deposits without growing the back office.

Fraud and Dispute Operations Engine

Agents gather claim evidence, apply dispute rules, and draft resolution decisions within required deadlines, while your analysts make the final decision.

OutcomeLoss reduction: resolve every claim on time and cut fraud losses.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →

Merchant Onboarding and Underwriting Engine

Agents verify merchant information, underwrite applications against your risk policy, and monitor merchants after boarding, while your risk team approves every merchant.

OutcomeVolume: board good merchants faster so they start processing sooner.

Payroll Client Implementation Engine

Agents collect employer data, configure pay rules and tax setup, and validate the first payroll before it runs, while your implementation team signs off on go-live.

OutcomeTime to revenue: get new employer clients to their first payroll sooner.

BSA/AML Engine

Agents triage transaction alerts, investigate merchant and cardholder activity, and draft SARs, while your investigators make the final call.

OutcomeCapacity: clear alert backlogs without adding analysts or outsourcing spend.

Chargeback Operations Engine

Agents gather transaction evidence, build representment packages, and track card network deadlines, while your team decides which disputes to fight.

OutcomeWin rate: win more disputes and keep more merchant revenue.

Settlement and Reconciliation Engine

Agents match transactions across processors, banks and ledgers, then research and resolve breaks, while your team approves every adjustment.

OutcomeAccuracy: close the books faster with fewer open breaks.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →

Commercial Lines Underwriting Engine

Agents ingest broker submissions, enrich risk data, and prepare quotes for underwriter review, while your underwriters make the call.

OutcomeQuote speed: respond to brokers first and bind more premium.

Life and Annuity New Business Engine

Agents catch incomplete applications, order and summarize medical records, and run annuity suitability reviews, while your underwriters make the call.

OutcomePlacement: issue more policies before applicants walk away.

MGA Program Oversight Engine

Agents process MGA reporting files, check policies against binding authority, and flag issues for audit, while your program team acts on the findings.

OutcomeGrowth: take on more MGA programs without adding oversight staff.

Commercial Claims Engine

Agents handle first notice of loss, summarize claim files, and recommend reserves, while your adjusters make the decisions.

OutcomeLoss ratio: close claims faster and cut leakage.

Workers’ Compensation Claims Engine

Agents review medical reports, track return-to-work progress, and prepare state filings, while your adjusters make the decisions.

OutcomeCost control: get injured workers back sooner and close claims at lower cost.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →

Group Underwriting Engine

Agents analyze employer claims data, prepare medical and stop-loss quotes, and assemble proposals, while your underwriters make the call.

OutcomeWin rate: quote more groups and win more new business and renewals.

PBM Pricing Engine

Agents reprice employer claims, model discount guarantees, and complete RFP pricing exhibits, while your pricing team makes the call.

OutcomeWin rate: answer more RFPs during selling season and win more clients.

Rebate Administration Engine

Agents interpret manufacturer contracts, build rebate invoices, and research disputes, while your team approves every invoice.

OutcomeRevenue capture: collect every rebate dollar you’re owed.

Client Implementation Engine

Agents gather plan documents, build benefit configurations, and test them before go-live, while your implementation team signs off.

OutcomeTime to revenue: launch new clients on schedule with fewer setup errors.

Prior Authorization and Appeals Engine

Agents gather clinical documentation, match requests to coverage criteria, and prepare cases within regulatory deadlines, while your clinicians make every decision.

OutcomeTurnaround: meet every deadline with the clinical staff you have.

Eligibility and Enrollment Engine

Agents process enrollment files, resolve record errors, and reconcile eligibility with employer groups, while your team reviews every correction.

OutcomeAccuracy: keep member records clean so claims pay correctly.

Health Claims Engine

Agents work pended claims, research coding and coverage issues, and prepare adjustments, while your examiners handle the exceptions.

OutcomeThroughput: clear pended claims faster and pay providers on time.

Payment Integrity and Pharmacy Audit Engine

Agents review claims for billing and coding errors, select pharmacy audit targets, and build recovery cases, while your team makes the call.

OutcomeRecovery: stop improper payments and recover more overpayments.

Provider Credentialing Engine

Agents collect provider documents, verify licenses and sanctions, and track recredentialing dates, while your credentialing committee approves every provider.

OutcomeNetwork speed: get providers credentialed and in network sooner.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →

Advisor Onboarding and Transition Engine

Agents complete licensing and registration paperwork, repaper client accounts, and track asset transfers, while your transition team handles the exceptions.

OutcomeAUM: bring advisors and their client assets over faster.

Account Opening and Funding Engine

Agents pre-fill account paperwork, catch missing information before submission, and track incoming transfers, while your operations team handles the exceptions.

OutcomeAUM: get new accounts open and funded sooner.

RFP and DDQ Engine

Agents draft answers from your approved content library, track every open question, and route answers that need an expert, while your team owns the final response.

OutcomeWin rate: answer more RFPs and DDQs with a stronger response.

PE Deal Sourcing Engine

Agents screen companies against your investment thesis, build target profiles, and prioritize outreach, while your deal team builds the relationships.

OutcomePipeline: see more deals that fit your thesis.

PE Due Diligence Engine

Agents organize the data room, summarize contracts and financials, and draft diligence findings, while your deal team makes the call.

OutcomeSpeed: reach conviction faster and win competitive processes.

Private Credit Underwriting Engine

Agents spread borrower financials, model covenants, and draft credit memos for committee, while your underwriters make the call.

OutcomeCapacity: underwrite more deals with the same team.

LP Onboarding and Subscriptions Engine

Agents review subscription documents, run investor KYC, and track side letter terms, while your investor relations team approves each investor.

OutcomeCapital: close investors faster and call capital on schedule.

Fund Operations Engine

Agents process capital calls and distributions, reconcile fund accounts, and prepare NAV support, while your controllers sign off.

OutcomeAccuracy: close each period faster with fewer errors.

LP Reporting Engine

Agents compile quarterly reports, pull portfolio company data, and answer LP information requests, while your team reviews before release.

OutcomeRetention: keep LPs informed and ready to commit to your next fund.

Custom engine

AgentCommand℠ is open and flexible. Any workflow your institution runs can become an engine on the same runtime, with your steps, rules and approvals.

Tell us your workflow →
Why ownership matters

Stop teaching your competitors how you run your [i]business.[/i]

Stop teaching your competitors how you run your [i]business.[/i]

Stop teaching your competitors how you run your [i]business.[/i]

Stop teaching your competitors how you run your [i]business.[/i]
Stop teaching your competitors how you run your [i]business.[/i]
The goal
You want AI to keep pace with your competitors, without making your operations interchangeable with theirs.
The risk
Software vendors absorb the expertise you feed their AI, then sell that improved technology to your competitors.
Your engine
AgentCommand℠ keeps your intelligence, context and every improvement proprietary.

Software vendors

Software vendors

Software vendors

Software vendors
Software vendors
Vendor owns the agents

Your expertise trains their product.

Your expertise trains their product.

Your expertise trains their product.

Your expertise trains their product.
Your expertise trains their product.

Every file you process improves a vendor's model. They sell it to your competitors at full price.

AgentCommand[sm]

AgentCommand[sm]

AgentCommand[sm]

AgentCommand[sm]
AgentCommand[sm]
You own the agents

Your expertise compounds for you.

Your expertise compounds for you.

Your expertise compounds for you.

Your expertise compounds for you.
Your expertise compounds for you.

Every decision stays in engines you own, in your cloud. The advantage builds every quarter, and nobody else gets it.

Inside an engine

Your process. Your [i]engine.[/i]

Your process. Your [i]engine.[/i]

Your process. Your [i]engine.[/i]

Your process. Your [i]engine.[/i]
Your process. Your [i]engine.[/i]

Each engine is tailored to how your team works today: your steps, your policies, your standards. Agents handle the routine work and your people make the calls.

Your engine on AgentCommand℠
  1. ReceiveManualAgent
  2. SortManualAgent
  3. CheckManualAgent
  4. DraftManualAgent
  5. ApproveManualYour people decide
  6. RecordManualAgent
  1. 01Map how your team works today

    Every step, handoff and rule, reengineered for AI where it needs it.

  2. 02Fit agents to each step

    Agents take the reading, checking and drafting, following your rules.

  3. 03Keep your people on every decision

    Approval gates sit where your policy says a person decides.

  4. 04Run it as your engine

    One engine you own, getting sharper with every decision.

The AgentCommand℠ command center

See every agent. Approve every [i]decision.[/i]

See every agent. Approve every [i]decision.[/i]

See every agent. Approve every [i]decision.[/i]

See every agent. Approve every [i]decision.[/i]
See every agent. Approve every [i]decision.[/i]

Your team watches agents work the pipeline in one dashboard: every case by stage, every draft an agent prepares and every finding it raises. Nothing reaches a customer or a system of record until your people approve it.

Example engine: Commercial Lending Engine
AgentCommand command center showing a commercial lending pipeline: active cases, cases by phase, and a feed of agent and team activity.

Live pipeline

Every case by phase, against your own targets. See what's waiting, what's late and which agent is working it.

Approve every decision

Agents propose and your people decide. Each action shows its sources, confidence and the rule it passed before anyone approves.

A record of everything

Every agent step and every approval lands in one activity log, ready for audit and your examiners.

For your CIO and CTO

Your cloud. Your code. Your [i]rules.[/i]

Your cloud. Your code. Your [i]rules.[/i]

Your cloud. Your code. Your [i]rules.[/i]

Your cloud. Your code. Your [i]rules.[/i]
Your cloud. Your code. Your [i]rules.[/i]

AgentCommand℠ is an agent runtime built for regulated work. It scales across every line of business, extends to any workflow and stays under your control.

Anthropic's select financial services partner and one of Microsoft's AI-native partners for AI Foundry.

Simple white padlock icon symbolizing security or privacy.

You own all of it

You own all of it

You own all of it

You own all of it
You own all of it

Single-tenant and deployed in your environment. The code, the configuration and every improvement belong to your institution.

Single-tenant · Client-owned code · No shared training
Simple white outline of a cloud icon.

Any cloud, any model

Any cloud, any model

Any cloud, any model

Any cloud, any model
Any cloud, any model

Runs on Azure, AWS or Google Cloud. Use Claude or another frontier model, and pin the exact model your risk team approved.

Azure AI Foundry · Anthropic API · Amazon Bedrock · Google Vertex
White shield outline icon symbolizing security or protection.

Governed by design

Governed by design

Governed by design

Governed by design
Governed by design

Agents propose and never write directly. A policy per action type sets who approves, from automatic up to several named approvers. Nobody approves their own work.

Approval policies · 90% confidence floor · Dry-run mode
Icon of a document with a folded top-right corner and three horizontal white lines representing text.

Ready for your examiners

Ready for your examiners

Ready for your examiners

Ready for your examiners
Ready for your examiners

Every step records its inputs, sources, confidence, rule, model and approver in an append-only log. Model-risk documentation is generated for your SR 26-2 review.

Append-only audit · Process records · SR 26-2
Icon of three stacked white layers or sheets with rounded edges, shown in perspective.

Built to scale

Built to scale

Built to scale

Built to scale
Built to scale

Every engine shares one runtime, so new engines are configuration. Event-sourced state, a crash-safe job queue and idempotent writes keep it reliable at volume.

Event-sourced · Idempotent writes · OpenTelemetry
White outline of two interlocking chain links representing a link icon.

Plugs into your stack

Plugs into your stack

Plugs into your stack

Plugs into your stack
Plugs into your stack

Connectors for your core, line-of-business systems, document stores and email. Sign-in through your identity provider, data in SQL Server or Postgres.

Entra ID · Okta · Ping · SQL Server · Postgres
AgentCommand tech specs preview
Technical overview · PDF

Get the technical briefing

Get the technical briefing

Get the technical briefing

Get the technical briefing
Get the technical briefing

Architecture, security model, governance controls and deployment options on two pages, ready for your architecture review board.

How we start

Start with one engine. Grow into a [i]fleet.[/i]

Start with one engine. Grow into a [i]fleet.[/i]

Start with one engine. Grow into a [i]fleet.[/i]

Start with one engine. Grow into a [i]fleet.[/i]
Start with one engine. Grow into a [i]fleet.[/i]

Our forward-deployed fintech engineers work with you to map your processes, launch your engines in partnership with your compliance team, then continuously optimize them to drive ROI.

[i]01[/i]

[i]01[/i]

[i]01[/i]

[i]01[/i]
[i]01[/i]

Pick the workflow

Pick the workflow

Pick the workflow

Pick the workflow
Pick the workflow

We find the process with the biggest payoff and agree on the outcome it should move.

[i]02[/i]

[i]02[/i]

[i]02[/i]

[i]02[/i]
[i]02[/i]

Go live in weeks

Go live in weeks

Go live in weeks

Go live in weeks
Go live in weeks

Your first engine runs on your files, in your cloud, with your team approving every action it proposes.

[i]03[/i]

[i]03[/i]

[i]03[/i]

[i]03[/i]
[i]03[/i]

Add engines

Add engines

Add engines

Add engines
Add engines

Automate more processes on the same runtime, faster with each engine.

[i]04[/i]

[i]04[/i]

[i]04[/i]

[i]04[/i]
[i]04[/i]

Optimize for outcomes

Optimize for outcomes

Optimize for outcomes

Optimize for outcomes
Optimize for outcomes

We manage your agents: monitoring, cost control, compliance and continuous optimization.

Book a demo

Agentify your [i]institution.[/i]

Agentify your [i]institution.[/i]

Agentify your [i]institution.[/i]

Agentify your [i]institution.[/i]
Agentify your [i]institution.[/i]

See an engine work a real-looking file from intake to approval, and map where agents pay off first at your institution.