Introducing Revenue Agents for financial services.
Today we’re launching the Rulebase Revenue Agent. Our biggest launch ever.
Revenue doesn’t die from big failures
Here’s what we learned reviewing millions of customer interactions for some of the fastest-growing and publicly traded companies in financial services, including Qonto, Rho, and Lesaka: revenue doesn’t die from big failures. It dies from small ones nobody owns. A missing document. A failed check. An approved account that never transacts. Each one sits in a different system.
Nobody is assigned to work it to completion. Multiply that by thousands of accounts and that’s real revenue going cold.
The core idea: one durable task per account
Every stalled account gets a durable task, and an agent owns that task until the customer converts.
Each task carries where the customer is in the journey, what’s blocking them, what’s already happened across support, onboarding, and risk, what your policies allow, and the next compliant step. The agent doesn’t run in a loop burning cycles. It wakes on signals: a document upload, a customer reply, a status change, a deadline. It takes the next step, logs it, and waits for the next one. For days, weeks, or months.
It works across email, text, WhatsApp, and calls. It answers customer questions to your compliance standards. When a case needs human judgment, it escalates with full context so your team approves in seconds instead of reconstructing the story.
Everything is inspectable: what the agent did, why, what evidence it used, and who approved it.
Where we’re starting
We’re starting with onboarding and activation for payment processors, neobanks, benefits platforms, retirement platforms, and lenders. Post-onboarding, the same runtime handles reactivation and service recovery.
If revenue depends on getting customers active, let’s talk
If revenue at your company depends on getting merchants, SMBs, or members onboarded and active, we’d love to chat. , or read the full announcement on PR Newswire.