Automation that regulators and customers can both trust
Banks, lenders and fintechs run on processes that are repetitive, document-heavy and unforgiving of mistakes. Workerflow automates the routine while keeping a complete, reviewable record of every decision the AI makes.
Where the time goes in financial services
Financial operations are full of work that is high-volume but rule-bound: onboarding checks, document intake, application routing, dispute handling and endless customer questions about balances, payments and statements. It is the ideal territory for AI, provided the automation is transparent and keeps a human in the loop where it counts.
Automations built for your team
A starting menu, not a limit. We map these to how your business actually works, then build the ones with the highest payoff first.
Customer support agent
Answer account, payment and product questions safely, grounded in your own policies and connected to your systems, with hard guardrails on what the agent can say and do.
Onboarding & KYC intake
Collect and read onboarding documents, extract the key fields, check them for completeness and consistency and flag anything that needs a human reviewer.
Application pre-screening
Triage and route loan, credit or account applications against your criteria so complete cases move quickly and edge cases reach the right specialist.
Dispute & chargeback handling
Gather the transaction evidence, draft the response and prepare each case so analysts approve or reject with the full picture in front of them.
Collections & payment recovery
Reach out on failed or missed payments with compliant, human-approved messaging that recovers revenue while respecting the customer relationship.
Case summarization for analysts
Turn flagged transactions or alerts into concise, structured briefs so investigators spend their time deciding, not assembling context.
Policy & compliance copilot
Give staff instant, cited answers from your internal policies, procedures and regulatory guidance instead of digging through PDFs and wikis.
Reporting & reconciliation
Transform raw operational data into clean, board-ready and compliance-ready summaries on a schedule, with the working shown.
The difference it makes
Faster onboarding
Document intake and checks that used to take days handled in minutes.
Complete audit trail
Every decision timestamped and reviewable for compliance and dispute resolution.
Fewer manual errors
Consistent checks applied the same way on every single case.
Analyst time back
Investigators focus on judgement calls instead of gathering context.
Automation you can actually put in front of customers
Plenty of tools can generate text. Far fewer can be trusted to act on real customer and business data, with the control and accountability a serious operation needs. That is what Workerflow is built for, and it is why these four principles hold on every workflow we ship.
Talk to our teamConnected to your systems
Agents read real records and take real actions in the tools you already run on, not generic canned replies.
Human approval built in
Sensitive steps pause for a person to sign off. You decide exactly what is automatic and what waits.
A full log on every run
Every execution is recorded with inputs, reasoning and outcomes, so nothing the AI does is hidden.
EU data, never trained on
Your data stays in EU-based infrastructure and is never used to train AI models, by us or our providers.
Common questions
Data is stored and processed in EU-based infrastructure and is never used to train models, by us or by our model providers. This is a firm commitment, not a setting you have to find.
Let us find your first automation
Tell us about your processes and we will map the highest-payoff automations for your team, then build and run them with you. No code required on your side.