Banking & financial services
Banks, lenders, and financial-services firms use TeamMate to automate document-heavy, rules-bound work while keeping a human in the loop on anything consequential. Agents read documents, apply policy from your own knowledge bases, return structured results, and pause for approval before taking action.
Where teams use it
- Operations & back office — reconcile ledgers, code invoices, and review expenses against policy. See AP/AR reconciliation helper, Invoice intake & coding, and Expense report reviewer.
- Customer service — answer account and product questions from approved content on your website or WhatsApp, with guardrails. See Help center Q&A bot and Tier-1 triage agent.
- Finance leadership — assemble board packs and prep from your real numbers. See Monthly board pack assistant and Board prep assistant.
- Risk & compliance — triage alerts and require sign-off before any action. See Security incident triage.
Why it fits regulated work
- Grounded answers. Agents reason over your own documents using knowledge bases, so responses reflect your policies, not the open internet.
- Human approval. Turn on Require Approval in Capabilities so a person signs off before any consequential action runs.
- Guardrails. Apply guardrails to keep public-facing agents in scope.
- Structured output. Return machine-readable results with structured output for clean hand-off to core systems.
Get started
Browse ready-made templates in the Agent Hub, or start from the Finance department guides.