Six AI Agents.
100+ Finance Playbooks.
One Platform.

AgentFlow is an agentic AI platform built for credit unions, banks, and private equity firms. With multiple pre-built playbooks with six specialized agents, it can process your documents, apply your institution’s policies, and produce examination-ready output.

See AgentFlow in Action

Trusted by leading financial services institutions

Built for the workflows generic tools can’t handle

Pre-built playbooks

Traceable output

Policy-aware decisioning

Any document

Pre-built playbooks, configured to your policies

100+ playbooks covering lending, operations, BSA/AML, and private equity — ready to run on day one. Each playbook is configured to your institution’s credit policies, risk thresholds, and compliance requirements. Not a blank canvas. Not a template you have to finish building.

Traceable output your examiner can verify

Every output — credit memos, SAR filings, due diligence summaries — includes a complete audit trail. Which documents were used. Which data was extracted. Which policy triggered the conclusion. Your examiner can trace any decision from output back to source in seconds.

Policy-aware decisioning, not black-box recommendations

AgentFlow applies your institution’s specific guidelines to every decision — not a generic model trained on someone else’s data. When it flags an exception, it tells you which policy was triggered and why. When it recommends approval, it shows the math.

Any document, any format, any volume

Tax returns, financial statements, rent rolls, appraisals, CIMs, legal filings — scanned, digital, handwritten, multi-language. AgentFlow classifies each page, extracts structured data with confidence scores, and handles degraded scans that make other tools choke.

Each playbook orchestrates up to six specialized agents

Not one general-purpose model doing everything. Six agents, each built for a specific class of work in regulated finance.

Unstructured AI

Reads narrative content — CIM commentary, management discussions, broker notes, examiner findings. Extracts key facts and flags inconsistencies that structured extraction can’t reach.

Document AI

Ingests any document format — scanned PDFs, handwritten forms, multi-page packages. Classifies pages, extracts structured data, and handles the messy reality of financial document intake.

Process

Conversational AI

Natural-language interface over all processed data. Your team asks questions — "What was the borrower’s DTI in 2023?" — and gets answers with citations, without re-reading source documents.

Database AI

Queries internal databases and external data sources to verify, enrich, and cross-reference extracted information. Pulls comps, checks historical patterns, fills in missing context.

Search

Decision AI

Applies your institution’s policies, credit guidelines, and risk thresholds. Produces decisions with explainable rationale — which policy, which data, which conclusion. Built for examination, not just automation.

Decision

Report AI

Generates structured deliverables like credit memos, compliance filings, IC memos, investor reports with full citations tracing every conclusion to its source document and policy reference.

Create

Credit Unions

Lending

Operations

Banks

Lending

Operations

Private Equity

Fund Operations

Portfolio Operations

Other Financial Services

Lending

Operations

Triage → Diligence → Decisioning → Review

Every playbook, whether it’s a commercial loan, a SAR filing, or a PE deal screen, follows this four-stage pipeline. Each stage is handled by the right agents, with traceability at every handoff.

STAGE 1: TRIAGE

Intake, classify, organize. Documents arrive in any format. Document AI and Unstructured AI identify what each one is, extract the relevant data, and organize everything for downstream processing.

STAGE 2: DILIGENCE

Cross-reference, verify, enrich. Database AI and Conversational AI verify extracted data against internal records, external sources, and historical patterns. Gaps and inconsistencies are flagged.

STAGE 3: DECISIONING

Apply policies, score risk, flag exceptions. Decision AI applies your institution’s specific rules. Every recommendation includes explainable reasoning and flags exceptions for human review.

STAGE 4: REVIEW

Generate traceable output for human approval. Report AI produces structured deliverables with full citations. Your team reviews, approves, and moves forward.

From borrower financials to a committee-ready credit memo.

1

Upload

Tax returns, financial statements, rent rolls, appraisals. Document AI classifies and extracts.

2

Spread & verify

DSCR, LTV, leverage ratios normalized across periods. Database AI cross-references against comps and historical data.

3

Apply policies

Your credit guidelines and risk thresholds. Decision AI flags exceptions with explainable reasoning.

4

Generate memo

Full credit memo with audit trail, policy citations, and decision rationale. Ready for loan committee.
80%
reduction in credit memo prep time
15 min
from upload to committee-ready output
100%
audit trail on every decision

Your implementation partner, not just your software vendor.

AgentFlow is a platform. But a platform alone doesn’t get you to production in regulated finance. Our forward-deployed engineering team embeds with your institution to configure playbooks, integrate your systems, and take workflows live, working alongside your credit, risk, and compliance teams.

What forward-deployed engineering means

A dedicated engineering team assigned to your institution
They learn your policies, your systems, your examiner expectations
They configure playbooks to your specific credit guidelines and risk thresholds
They integrate AgentFlow with your LOS, core banking, CRM, and document management
They run joint UAT with your team and support production cutover
They stay engaged as you scale from one workflow to many

The engagement

Week 1–2

Discovery. We learn your workflows, policies, and systems.

Week 3–4

Configuration. Playbooks configured to your policies, integrated with your systems.

Week 5–6

UAT & go-live. Joint testing with your team, production cutover, first workflows running.

Ongoing

Scale. Add workflows across lending, operations, compliance. Your FDE team stays engaged.

"In just 90 days, Multimodal automated over 300 daily payment orders and forms, reducing processing time by 75% and tripling capacity — all without changing existing systems."

Ronny Baumgart
Head of Automation, Swisscom

Built for the standards financial services are held to

Full traceability on every decision. Complete data sovereignty. Human oversight at every step.

SOC 2 Type II

PCI DSS

ISO 27001

Complete Audit Trail

Model-Agnostic

Explainable AI

SSO & RBAC

Private Deployments

Human-in-the-Loop

security & trust

See what AgentFlow does with your actual documents.

Book a proof-of-concept. We’ll configure a playbook for your workflow, run your documents, and show you examination-ready output with our engineering team.
Book A Proof-of-Concept