The AI back office for banking
Disputes, card issuance, AML/KYC, and account servicing. Done directly on your existing banking systems, no API. Live in days. Scale without limits.
Outcomes you can defend
Cost reduction
Eliminate FTE cost for repetitive back-office tasks; measured per transaction.
Faster cycle times
Remove the delay between steps, not just the work. Latency gated only by your systems.
Accuracy
Validated data extraction eliminates keying errors and rework.
Live in days
No IT project required. Most teams are live and processing in days, not months.
Trusted by
Banking workflows,
done end to end.
Credit dispute resolution
Ingests disputes, classifies, routes for review, and files responses across CFPB and internal systems. End to end.
Learn More ↗Card issuing & reissuing
Processes new cards, replacements, and activations across systems with no human touchpoints; ~10× faster cycle time.
Learn More ↗Account administration
Handles servicing requests, address and beneficiary changes end to end with complete audit logs; freeing staff for exceptions.
Learn More ↗AML & compliance checks
Automates real-time screening, flags matches, creates SAR cases, and generates regulatory reports; flags for a human, never auto-decides.
Learn More ↗Regulatory reporting
Pulls and validates structured data from source systems and submits filings; with audit-ready documentation generated automatically.
Learn More ↗KYC & customer onboarding
Automates the full onboarding workflow: ID verification, document review, risk scoring, and activation. Onboarding cut from days to hours.
Learn More ↗Enterprise-grade automation.
SOC 2 Type II, HIPAA, ISO 27001, GDPR. Audit trails, permissions, and monitoring: built in.
Complete audit trails
Every action logged, timestamped, and exportable on demand for examiners and internal compliance reviews.
Role-based access controls
Role-based controls ensure agents only touch systems they're authorized to use. Humans approve every sensitive action before it executes.
Humans always decide
AML matches, SAR filings, and credit actions always route to a human. Automat executes. Your compliance team decides.
Start in weeks, not quarters.
No APIs, no IT project. Automat deploys and manages your agents end to end.
Contact Salesvs. Legacy RPA
Self-healing agents, not brittle scripts. Fully managed. Live in 2–4 weeks instead of 3–6 months.
Learn More ↗vs. Manual processes
10× throughput, 80% lower cost, 24/7. Full-population coverage and a complete screen-recorded audit trail.
Learn More ↗vs. Point tools
One platform, intake to close. Not OCR vendors, doc tools, and LOS plugins stitched together.
Learn More ↗Volume keeps rising.
Your tools can't keep up
Headcount doesn't scale with demand. The tools meant to help still fall short.
No usable API
Most core systems and portals have no usable API, so API-first vendors stall on arrival. The deal dies at "do you have an API?"
Legacy RPA breaks
Legacy RPA takes months to set up, breaks the moment a screen changes, and needs a dedicated in-house team just to keep the bots running.
Manual doesn't scale
Manual processing creates backlogs, keying errors, and compliance exposure; sample-based QC leaves the rest of the population unchecked.
Questions? Answers.
Contact SalesCan Automat automate banking processes without API access?
Yes. Agents operate your existing core banking systems and portals through the UI, like a person; no API integration or data migration required.
How do you handle the 5% the AI gets wrong?
We don't promise 100% automation. Anything low-confidence, missing, or out-of-tolerance is flagged and routed to a person with full context, in whatever channel you use. Every finding cites the exact record, document, or rule, and every action is screen-recorded and audit-logged.
Is Automat compliant for financial services?
Automat is SOC 2 Type II, ISO 27001, HIPAA, and GDPR aligned, with granular access controls, real-time monitoring, and complete audit trails. BSA, AML, KYC, and CFPB workflows are supported out of the box.
How long does it take to deploy?
Most teams are live in two to four weeks; no months-long IT project.
Which banking workflows can Automat handle?
Credit dispute resolution, card issuing and reissuing, account administration, AML and compliance checks, regulatory reporting, and KYC and customer onboarding; among others.
How is Automat different from legacy RPA?
Legacy bots replay brittle scripts that break when a screen changes and require an in-house team to maintain. Automat's agents self-heal, are fully managed and accountable to the outcome, and handle exceptions and unstructured data.
Process more.
Hire less.
Run your banking back office on your existing systems. No API. Live in weeks.