Ops that scale with volume,
not headcount
Column sent an RFI on account 4417. They want 90 days of activity and KYC context by Friday. Can you pull it together?
On it. Opening the secure link and pulling the account.
Read the RFI from Column
Checked KYC file and counterparties5 tool calls · packet readyDone. The 90-day history, KYC summary, and counterparty notes are attached as one packet. Two counterparties were flagged in March and cleared, so I included both memos. The reply to Column is drafted and waiting for your sign-off.
Trusted by fast-growing fintechs and financial platforms
Like adding an ops analyst who already knows your stack
Ask in plain English. The agent already has your ledger, your processor, and your bank’s inbox, so it can go and check.
Support answers with real data
Why was this declined, where is my payout, why did the limit change. Answered from the transaction, not a macro.
Bank requests stop piling up
RFIs, hold-harmless requests, and returns of funds get parsed, investigated, and drafted the day they arrive.
Fraud and recon exceptions get worked
Pattern checks and reconciliation breaks run every morning, with the evidence attached for whoever decides.
Powerful underneath, safe by default
It does the work, not just lookups
Its own computer means it opens the secure link, downloads the PDF, queries the ledger, and writes the memo. Not a chatbot summarizing a knowledge base.
Stripe
Marqeta
Column
Personaand moreIt moves money only with a human
Returns, refunds, and limit changes stop and wait for a named person. Everything else runs on its own.
Return $12,400 to the originating bank
flagged transfer, account 4417, Column RFI
Plugged into your fintech stack
Cases arrive through the queues you already run. The agent investigates with the systems your engineers already use.
Your queues stay the queues
Tickets, Slack threads, and the email inbox your partner bank writes to. The agent picks the case up where it is and answers in the same place.
Zendesk
Pylon
Intercom
SlackColumn
Jira
SalesforceYour ledger, processor, and KYC stack
Pull the transaction, check the card processor, read the KYC file in Persona, run the Sardine risk check, query the warehouse. Anything with an API can become a tool.
StripeMarqeta
Lithic
Plaid
Modern TreasuryPersona
Sardine
SnowflakeFrom bank email to signed-off reply
Connect your inbox and your ledger, set the permissions once, and run your first RFI the same day.
A request lands
From your partner bank, a customer, or a fraud alert. Ops tags the agent instead of opening a spreadsheet.
The agent investigates
It pulls the account, reads the documents, queries the ledger, and checks the history.
It proposes the actions
The reply, the return of funds, or the limit change, each with the evidence behind it.
Ops approves, it ships
One click. The reply goes out, the record is stored, and the run is there for audit.
Safe to give an ops team
Read about our securityRole-aware access
Support, ops, and risk see different data. Each agent gets the scopes you assign and nothing else.
Approval gates on money movement
Returns, refunds, and limit changes pause for a named human. Ops sees exactly what it is approving.
Every case on the record
Each run stores its steps, queries, sources, and cost, so you can show your partner bank how a case was handled.
Frequently asked questions
01Can agents answer customers directly?
02How do you handle sensitive data?
03What does the audit trail include?
04How fast can we start?
Put an agent on your busiest queue
Start with support, bank requests, or fraud review. Keep every run auditable.