AgentFlow

AgentFlow is an agentic AI platform designed specifically for financial services organizations such as credit unions, banks, and private equity firms. It addresses the complex needs of regulated finance by automating and orchestrating workflows that involve unstructured data, document processing, policy-aware decisioning, and the generation of examination-ready outputs. AgentFlow is built to handle the types of workflows that generic tools cannot, offering pre-built playbooks tailored to lending, operations, compliance, and portfolio management.

The platform features six specialized AI agents, each handling a distinct aspect of financial operations. Unstructured AI reads and analyzes narrative content from documents like management discussions and broker notes, extracting key facts and identifying inconsistencies. Document AI manages intake from any document format—scanned, handwritten, digital, or multi-language—classifying pages and extracting structured data with confidence scores, even from degraded scans. Conversational AI provides a natural language interface over all processed data, allowing teams to ask questions and receive answers with citations. Database AI cross-references and enriches extracted information by querying both internal databases and external sources, checking for historical patterns and filling in missing context. Decision AI applies the institution’s specific policies, credit guidelines, and risk thresholds, offering decisions with clear, explainable rationales. Report AI generates structured deliverables such as credit memos, compliance filings, and investor reports, with full citations tracing every conclusion to its source document and policy reference.

AgentFlow’s pre-built playbooks—over 100 covering areas like lending, BSA/AML, and private equity—are configured to each institution’s unique policies, risk thresholds, and compliance requirements. Every playbook follows a four-stage pipeline: triage (intake and classification), diligence (verification and enrichment), decisioning (policy application and risk scoring), and review. The platform ensures traceable output, providing a complete audit trail for every decision, including which documents and data were used and which policies were triggered. This transparency supports regulatory examination and compliance.

The tool is delivered as a platform for financial institutions, supporting a wide variety of document formats and high-volume processing.