Backed by Y Combinator

The new standard for
financial institutions.

AI agents that run your compliance and operations workflows step by step, with every decision logged and traceable.

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Used by compliance and operations teams at YC-backed financial services companies

The platform

Write your procedure once. Test it. Then let the agent run it millions of times.

Procedures

Write structured procedures from your existing SOPs. Define every step, branch, tool call, and human review block.

AI Agent execution

The agent doesn't decide what to do next. Your procedure does. Every step runs in the order you wrote it, with the exact tool calls you configured. What ran in testing is what runs in production.

Scenario testing

Write named test cases with fixed inputs and mocked connection responses. Catch issues before a run touches a live customer.

Connections

Any external service connects via OAuth or API key. Configure it once; every procedure in your workspace can use it. For internal and legacy systems, Private Connection runs your code in-house.

Triggers

Procedures start automatically when something happens in your connected systems. Stripe payment, Jira ticket, daily schedule: any event can start a run. No manual step needed.

Audit trail

Every run is logged in full: which steps ran, what each tool returned, who approved, and when. When a regulator asks, you pull it up in seconds.

Accuracy

Proven performance on metrics that matter, backed by rigorous testing.

Task accuracy

99.8%

Across complex, multi-step financial operations.

You set the rules. Exceptions come to you.

The agent handles the routine. Anything outside the bounds you defined pauses and routes to the right person. They approve or reject; the decision is logged permanently.

KYC Review Awaiting

Customer Acme Corp

Risk score Medium

Flagged by AI Agent

Compliance by default

Every execution produces an immutable audit trail. Role-based access and AES-256 encryption are included from day one; no compliance add-ons required.

Audit log

Document extracted 14:01:12

Identity check passed 14:01:28

Flagged for review 14:01:34

Approved by J. Smith 14:09:22

Deterministic execution

No hallucinations. No improvisation. Agents follow your exact procedure, every single run.

Get customer record Stripe

Run identity check Onfido

Check sanctions list AML

Human review awaiting

See what's possible

Automate the processes your staff runs today,
on top of your existing stack.

Customer onboarding

KYC, KYB & AML in minutes

A new merchant review that took three hours now takes twenty minutes. Rapidfolio runs every check and assembles the memo. Exceptions route to a human; everything else closes automatically.

KYCKYBAML

Account management

Credit, collections & servicing

Credit underwriting, limit reviews, collections. Each workflow runs with the same logic your best analyst would apply, at a fraction of the cost per decision.

CreditUnderwritingCollections

Transactions

Disputes, chargebacks & payments

Dispute resolution runs on your rules, not a black box. What was checked, what was decided, and who signed off: all of it is logged and inspectable.

DisputesChargebacksStripe

Fraud & risk

Fraud, ATO & card monitoring

Anomalies get flagged, investigated, and actioned before they become incidents. High-confidence cases close automatically; edge cases go straight to your team.

Fraud DetectionATOFlagright

Security & compliance

We prioritize compliance, so you can prioritize your business.

Your data doesn't train our models. Your workflows don't leave your environment. Audit trails and access controls aren't add-ons. They ship with every feature. Security was designed in from day one, because it's easier to build right than to retrofit.

Talk to our team

Full audit traceability

Immutable logs for every action and approval. Pull up any decision during a regulatory review in seconds.

Role-based access control

Fine-grained permissions ensure team members only access what they need. Set roles and approval rights once; the system enforces them.

End-to-end encryption

AES-256 encryption for data at rest. TLS 1.3 for all data in transit.

Secure cloud hosting

Enterprise-grade cloud infrastructure with strict tenant data isolation. Your data is never accessible to other customers.

Dedicated enterprise support

Dedicated customer success manager with SLA-backed response times. Onboarding built around your team's workflow.

Human review

Pause any procedure run for human approval. Who approved, when, and what they reviewed: all of it is in the log.

Get started

30 minutes. One complete workflow, from procedure to audit trail.

We'll walk through a real workflow: write the procedure, then watch the agent run it. Bring your own use case and we'll map it live.