Recover the revenue
stuck in onboarding.
Get customers to revenue faster, restart the ones who stall, and clear the backlog before it costs you.
Trusted by the fastest growing financial services.
Read every signal.
Act on every blocker.
Agents watch every account across the lifecycle, catch stalled revenue, and run the follow-up until the account is transacting.
Agents that own the gaps where accounts stall and revenue slips.
From application to first transaction, agents triage every account, chase what’s missing, and fast-track the ones that matter.
Spot dormancy the day it starts and run the outreach that brings the account back to transacting.
Flag closure risk while the customer is still talking, then act to keep them.
Software waits to be told.
An agent keeps working.
old software
RULEBASE AGENTS
Tells you revenue is at risk. Leaves the chase to your team.
Runs the recovery play end to end, no human trigger
Waits until the customer complains. Then opens another ticket.
Signals trigger action and every account gets chased.
Finds dormant accounts when the quarter is already gone.
Daily recovery, per account, from live data.
"We saved 40 hours a week on manual reviews."
Rulebase allows nothing to slip through. We trigger workflows automatically to solve issues before they escalate.
Francis Madubogu
Head of Service Measurement and Analytics
Catch every dollar at risk
without hiring to do it.
Listen
Ingest
Read from tickets, conversations, applications, documents, KYC checks, CRM notes, transactions, and internal systems.
Understand
Model
Signals start agents. Agents run the full horizon: follow-ups, re-checks, escalations, until revenue moves.
Act
Execute
The agent sends, retries, files, reports. Every action logged with why.
Works with your existing stack
Snowflake
Ask anything with Snowflake CoWork. Build anything with Snowflake CoCo.
Zendesk
Move beyond deflection with AI agents that resolve issues end-to-end. Improve service quality, speed, and scale
Intercom
Act on every conversation in real time, catch the at-risk customer mid-chat and keep them before they leave.
Salesforce
Turn account and pipeline data into action, revive dormant customers and chase stalled deals on their own.
Genesys
Orchestrate better experiences with AI that knows what your customers want and how your business works.
Stripe
Stripe is a financial platform that helps businesses accept payments, manage billing, and move money.
Plaid
Payments, onboarding, lending, and financial data all through one API platform.
Sardine
Unifying fraud prevention, AML compliance, and real-time transaction monitoring in one platform
Slack
Agents post recoveries, alerts, and updates directly to your team channels.
Every customer conversation, covered.
The AI revenue workforce for financial services. From approved to transacting, no account left behind.
