Epos Now Sidekick omnichannel support agent
Epos Now uses Sidekick, an Ada AI agent, to automate POS and embedded-finance support across messaging and voice.
Ada ACX Platform
Ada Voice
Ada Messaging
WhatsApp
Knowledge Base
AI Agent Use Cases
AI Agent for Finance
50 real-world examples of AI agents used for finance. Every case includes the tech stack, source link, and author. No fluff — just what people actually built and shipped.
Rippling HR-payroll support agents
Rippling uses Decagon agents to answer complex HR, payroll, IT, and finance support questions across product lines.
Decagon
Decagon Chat
Decagon Email
Internal APIs
Agent Assist
Rippling AI cross-domain workforce agents
Rippling uses a supervisor agent and specialized subagents to answer and act across HR, IT, payroll, and finance data.
Deep Agents
LangSmith
RAG
Wunderkind AI operating system agents
Wunderkind uses Glean as an AI operating layer for sales, HR, finance, operations, IT, and customer support agents.
Glean Agents
Glean Assistant
Enterprise Search
Content Generation
Agibank WhatsApp loan-status agent
Agibank uses Agentforce on WhatsApp to answer loan proposal status questions and route higher-risk cases.
Agentforce
Agentforce Service
WhatsApp
Tableau Next
Omni Flow
SoFi regulated member support agent
SoFi uses a Sierra agent to handle regulated member-support conversations while escalating complex issues.
Sierra
Conversational AI
Agent Studio
Compliance Guardrails
Blackhawk Network generative CX agents
Blackhawk Network uses Ada generative AI to automate customer support across brands and upskill agents into AI reviewers.
Ada Generative AI
Knowledge Base
AI Conversation Review
Omnichannel Support
Sunrun payment support voice agents
Sunrun uses Replicant to automate payment calls, after-hours support, autopay enrollment, and Spanish-language payment workflows.
Replicant
Voice AI
Payments
Autopay
Spanish Voice Support
Banco Azteca post-sales orchestration agents
Banco Azteca uses UiPath Maestro to coordinate Elektra post-sales requests across employees, AI, systems, and sellers.
UiPath Maestro
AI Agents
RPA
Rocket Money financial-support triage agent
Rocket Money uses Fin to automate billing, troubleshooting, and account-access support while protecting sensitive workflows.
Fin Customer Agent
Intercom
Billing Workflows
Routing Rules
Knowledge Management
Best Egg compliant Zendesk chat agent
Best Egg uses Zendesk AI agents to automate finance support chats while staying inside approved content rules.
Zendesk AI Agents
Zendesk Messaging
Compliance Guardrails
Kensho Grounding financial data retrieval agents
Kensho built Grounding as a multi-agent access layer for trusted S&P Global financial datasets.
LangGraph
S&P Global
Data Retrieval Agents
Chime Decagon chat and voice support agents
Chime uses Decagon chat and voice agents to resolve common member support requests across banking workflows.
Decagon Chat
Decagon Voice
Agent Operating Procedures
Watchtower
Moody's sales opportunity recon agent
Moody's uses Agentforce Sales to turn proprietary company data into meeting prep and proactive sales opportunities.
Agentforce
Agentforce Sales
Data 360
MuleSoft
Informatica
360 MMS compliant campaign and loan ops agents
360 MMS uses Agentforce to automate compliant campaign creation, broker loan-status answers, and commission processing.
Agentforce Sales
Agentforce Service
Agentforce Marketing
Data 360
Slack
Valon compliant mortgage voice agents
Valon uses Decagon voice agents to handle regulated mortgage-servicing support without overstaffing for volume spikes.
Decagon Voice
Decagon Chat
Decagon Email
Agent Operating Procedures
Automated QA
Capital on Tap account-support chat agent
Capital on Tap uses a Sierra chat agent to answer small-business credit-card support questions with current account context.
Sierra AI Agent
Customer Data Tools
Open Banking Checks
Chat Automation
Kalshi regulated prediction-market support agent
Kalshi uses Fin and Intercom to resolve regulated prediction-market support conversations during event-driven traffic spikes.
Fin Customer Agent
Intercom Helpdesk
Compliance Guardrails
Account Context
TeamSystem regulatory-support AI agents
TeamSystem uses Zendesk AI agents to answer accounting and billing-software questions during a Spanish regulatory surge.
Zendesk AI Agents
AI Agent Builder
Knowledge Base
Email Automation
Messaging Automation
1-800Accountant tax season service agent
1-800Accountant uses Agentforce to answer tax questions from client data and trusted public tax sources.
Agentforce
Data 360
Service Cloud
Sales Cloud
Snowflake
NG.CASH Gen Z banking support agent
NG.CASH uses Decagon chat and email agents to scale fintech support for Gen Z customers in Brazil.
Decagon
Decagon Chat
Decagon Email
Agent Operating Procedures
Generative AI
YNAB nuanced budgeting support agent
YNAB replaced a rigid support chatbot with Forethought agents that handle nuanced finance-product questions across chat and email.
Forethought Solve Agent
Forethought Assist Agent
Forethought Discover Agent
Chat
Email
Fiserv merchant category validation automation
Fiserv uses UiPath robots, GenAI prompts, and human review to validate merchant category codes at high automation rates.
UiPath Robots
UiPath GenAI Activities
Bing API
UiPath Action Center
UiPath Autopilot
Debbie one-person fintech support agent
Debbie uses Fin to resolve fintech support conversations inside its app with one human CX owner.
Fin Customer Agent
Intercom
Fin Procedures
Account Verification
In-app Chat
MONY Group regulated finance support agent
MONY Group uses Fin to answer regulated MoneySuperMarket and Quidco support questions across chat and email.
Fin
Intercom
AI Insights
Fin Procedures
Imprint multi-brand credit card support agent
Imprint uses one Sierra agent that adapts to co-branded credit card partners while staying auditable for banks.
Sierra
Agent Studio
Simulation Testing
Voice Agent
WEX customer email orchestration agent
WEX uses UiPath agentic orchestration to classify customer emails, trigger workflows, and keep human review where needed.
UiPath Communications Mining
UiPath Robots
UiPath Maestro
Automation Hub
Consensys Web3 wallet support agent
Consensys uses Fin to provide fast, controlled support for pseudonymous MetaMask and Web3 users managing real assets.
Fin Customer Agent
Intercom
No-code Workflows
Custom Masking
Real-time Translation
Captide equity research extraction agents
Captide uses LangGraph agents to extract financial metrics from filings and investor documents into custom datasets.
LangGraph
LangSmith
LangGraph Platform
Trustcall
FinGen
FinGen is a financial analysis agent using RSC, LangChain, and Polygon finance API, emphasizing it's not financial advice and requires API keys for us
LangChain
LangChainBitcoin
LangChainBitcoin is a toolset for enabling LangChain agents to interact with Bitcoin, the Lightning Network, and APIs requiring L402-based authenticat
LangChain
Financial Reasoning Agent
Uses a Claude-3.5 Sonnet-based agent to analyze stocks like NVDA using tools for reasoning and Yahoo Finance data.
Agno
Finance Agent
An advanced AI-powered market analyst that delivers real-time stock market insights, analyst recommendations, financial deep-dives, and sector-specifi
Agno
️ Finance Agent
A powerful financial analyst agent combining real-time stock data, analyst insights, company fundamentals, and market news. Ideal for analyzing compan
Agno
Automated Stock Trading Bot
Automated Stock Trading Bot analyzes market data to execute trades autonomously, enhancing investment efficiency.
LangChain
OpenAI
Polymarket Autopilot
Automated paper trading on prediction markets with backtesting, strategy analysis, and daily performance reports.
OpenClaw
GitHub
Turn receipts into an expense spreadsheet entry
Extracts vendor name, date, amount, and category from receipt photos and logs each entry in a spreadsheet matching your expense format.
OpenClaw
Earnings Tracker
Track tech/AI earnings reports with automated previews, alerts, and detailed summaries.
OpenClaw
GitHub
AIXBT Crypto Market Agent with $500M+ Valuation
AIXBT is an autonomous AI agent that monitors 400+ top crypto influencers, shares real-time market analysis on Twitter, valued at over $500M.
AI Agent
Twitter API
Stock Analysis Tool
Provides tools for analyzing stock market data to assist in financial decision-making.
CrewAI
Zeni AI Accountant Automates Transaction Processing
Zeni's AI Accountant Agent autonomously handles transaction processing, reconciliations, flux analysis, and receipt matching for startups.
Zeni AI
QuickBooks Agentic AI for Small Business Bookkeeping
Intuit QuickBooks introduced agentic AI that autonomously categorizes transactions, reconciles accounts, and surfaces financial insights for small businesses.
Intuit QuickBooks
Agentic AI
Basis AI Shifts Accountants from Doing to Reviewing
Basis AI agents handle accounting execution so accountants shift from doing the work to reviewing it — fewer review cycles and better work product.
Basis AI
Insurance Claims Processing with 7 Specialized AI Agents
An insurance workflow using 7 specialized AI agents collaborating to process claims achieved 80% reduction in processing time, from days to hours.
Multi-Agent AI
LangGraph Parallel Financial Risk Assessment
A LangGraph-powered financial risk system runs multiple AI models in parallel to analyze market data, credit risk, and compliance simultaneously.
LangGraph
JPMorgan Chase AI Agents for Fraud Detection and Compliance
JPMorgan Chase deploys AI agents to detect fraud in real-time, provide customized financial advice, and automate loan approvals and compliance workflows.
AI Agent
Accrual AI Cuts Tax Prep Time by 85%
Accrual's AI agents prepare tax returns autonomously — reading client inputs, identifying gaps, and producing draft returns, cutting prep time by 85%.
Accrual AI
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