Use cases

For Fintech

Use cases

For Fintech

For Fintech

Expand into financial ops. Add agents in days.

Expand into financial ops. Add agents in days.

Complete, production-grade accounts payables, receivables and expenses agents is ready to embed in your product. Add now, not after a year of build.

Complete, production-grade accounts payables, receivables and expenses agents is ready to embed in your product. Add now, not after a year of build.

Stay ahead of rivalsSkip the buildIncrease retention

Book a demo

See how it works

Your SMBs want agents to run their financial work
in a single fintech.

Invoicing, getting paid, paying bills: SMBs want to do this autonomously rather than switching between five tools.

Whenever they leave your product, part of the relationship is lost. The more you offer in one place, the more reason they stay.

Offer your SMBs complete accounts receivable and payables agents.

Embed complete accounts receivables, payables and expense agents within your fintech platform. Ship today, and protect your existing roadmap.

invoice

INV-1042

amount

£3,150.00

due

Sep 1

overdue

9 days

Overdue detected

2 min ago

Invoice INV-1042

£3,150 is 9 days past due. A polite reminder was sent and a follow-up is scheduled for Friday.

Baseline

Anomaly

Oct 1

Oct 8

Oct 15

Oct 22

Oct 29

Reminder sent to customer

Delivered 1m ago

invoice

INV-1042

amount

£3,150.00

due

Sep 1

overdue

9 days

Overdue detected

2 min ago

Invoice INV-1042

£3,150 is 9 days past due. A polite reminder was sent and a follow-up is scheduled for Friday.

Baseline

Anomaly

Oct 1

Oct 8

Oct 15

Oct 22

Oct 29

Reminder sent to customer

Delivered 1m ago

AI Receivables Agent.

Your SMBs prompt. Agents create compliant invoices, get paid faster, automate follow-up and reconcile automatically.

Explore receivables →

UpStart Office Supplies Ltd

£4,720.00

Source:

Email

·

captured automatically

Approval checks

Matched to purchase order

PO-2210 · exact

Duplicate check

no duplicates found

Payment timing

due 12 Sep · scheduled

Cash flow impact

within weekly limit

UpStart Office Supplies Ltd

£4,720.00

Source:

Email

·

captured automatically

Approval checks

Matched to purchase order

PO-2210 · exact

Duplicate check

no duplicates found

Payment timing

due 12 Sep · scheduled

Cash flow impact

within weekly limit

AI Payables Agent.

Every bill payment your SMBs make runs through you instead of their bank. The agent captures the bill, applies approval rules, and pays via your rails.

Explore payables →

Fintech platforms need to be autonomous.

Banks are adding accounting. Accounting platforms are adding banking. Fintechs are evolving into systems of intelligence.

Every launch resets expectations.

When a rival adds an agent, your customers consider switching. Stand still and your offering starts to look outdated.

Acting no longer takes a year.

The agentic financial ops stack already exists. Waiting doesn’t save you a build. It gives whoever moves first more time to get ahead.

Build cycles keep you behind.

If every response requires a lengthy build, you’ll always struggle to fit on your roadmap. Embed the complete capability in 6 days, and protect your fintech’s roadmap.

Building is one thing.
Production-ready is another.

Your team has the fintech expertise to build an MVP. The hard part is building the intelligent agent infrastructure - whilst juggling a roadmap. Production-ready financial ops agents include exceptions, compliance and edge cases. That’s where it stops behaving like an MVP and becomes a market leading product.

A year of build can stall before agents are production-grade.

Time to liveComparison
Building in-house18 months
Embedding Dolfin1 week

Ship agents, without another build
cycle

Book a demo