Ai agents in finance
Source: https://netvorker.com/listing/ai-agents-in-financeAmelia AI
Description: Amelia is an enterprise AI platform specializing in deploying sophisticated digital workers for customer service and employee support, with deep expertise in regulated sectors. Its financial AI Agent is a core offering, designed to securely understand intent, execute complex transactions, and integrate with core banking systems to resolve requests end-to-end. More than a simple chatbot, these AI Agents in Finance handle tasks from identity verification to dispute initiation, aiming to boost containment rates and reduce operational costs. The platform is recognized for its enterprise-scale maturity, ensuring reliability and compliance. Amelia’s partnership-driven model helps financial institutions identify high-value use cases and map a clear path to measurable ROI, making it a trusted partner for automation.
Review: Very easy to use and well thought about in terms of features it supports. Customer service is excellent
Kasisto AI
Description: Kasisto is a pioneering force in banking-focused AI, moving far beyond simple chatbots with its KAIgentic platform. This agentic AI system is designed to "think like a bank’s best banker," orchestrating specialized, autonomous agents that securely connect to core banking data to execute compliant, auditable actions. It provides customers with deeply contextual guidance—like personalized affordability analysis—while empowering contact center agents with policy-grounded recommendations. With a robust architecture featuring integrated fraud controls, explainability, and on-premises deployment options, KAIgentic delivers the production-ready security and governance financial institutions demand. Kasisto’s approach represents the next evolution of AI Agents in Finance, bridging intelligent, proactive customer experiences with the non-negotiable requirements of legacy compliance and auditability.
Review: As consumer banking trends evolve and demand for digital self-service continues to accelerate, our partnership with Kasisto will provide our clients with access to very powerful and meaningful digital experiences that deepen engagement and drive growth.
Circuit
Description: Circit is revolutionizing the audit process by providing a verified platform for obtaining independent evidence directly from source systems. It automates the traditionally slow and manual tasks of bank confirmations and transaction verification through Open Banking connectivity, allowing auditors to pull 100% of client transactions in minutes. Its automated Matching Engine instantly reconciles ledgers against bank statements, drastically cutting verification time and enhancing fraud detection. As a regulated Account Information Service Provider, Circit offers a secure, digital alternative to paper-based methods, shrinking confirmation timelines from weeks to near-real-time and significantly improving audit quality and operational efficiency for firms worldwide.
Review: The Circit Platform has transformed this area of our audit engagements with clients and counter-parties. Confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system.
Vic AI
Description: Vic.ai is an autonomous finance platform that deploys specialized AI agents to transform accounts payable from a manual chore into a strategic, automated function. Its core innovation is VicAgents—intelligent, task-specific assistants orchestrated by a central AI that handle everything from processing high-volume AP emails to performing complex PO matching and fraud detection. By achieving up to 99% no-touch invoice processing accuracy, these agents dramatically speed up the monthly close, capture early-payment discounts, and free finance teams for higher-value work. Vic.ai’s powerful application of AI Agents in Finance delivers a clear ROI through faster processing, stronger controls, and seamless integration with major ERPs, representing a significant leap beyond basic automation for enterprise AP workflows.
Review::The standout difference with Vic.ai is its advanced AI technology. Unlike other vendors that rely heavily on templates, their platform eliminates the need for templating altogether.
Docyt
Description: Docyt is revolutionizing bookkeeping by deploying an AI-first platform powered by precision-trained agents that automate the entire accounting workflow. Its specialized AI Agents in Finance, such as Categorization and Reconciliation, are trained on billions of industry-specific data points to execute tasks like month-end close and anomaly detection with over 99% claimed accuracy. The integrated Accountant Copilot surfaces financial insights and exception queues, compressing review cycles from weeks to hours and freeing professionals for higher-value advisory work. By delivering real-time, audit-ready books for complex multi-entity businesses, Docyt enables firms to dramatically increase capacity and reduce operational costs without sacrificing the rigorous controls and accuracy the accounting domain demands.
Review: Docyt got my books back on track in 45 days across 7 hotel properties with over three months of catch-up.