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AI Agents & Automation

A controlled layer that lets AI agents access data across your business systems and handle routine tasks within defined limits, with every action recorded.

  • AI agents
  • Workflow automation
  • Audit

Overview

  • Getting to the data

    AI agents access prepared data without connecting directly to transactional systems. They can retrieve relevant information from separate business platforms and bring it together in context. An agent might combine an account balance, a customer record and the status of an internal request to answer a question that no single system could answer on its own.

  • What an agent may do

    Each agent has a defined owner, purpose and identity. Permissions specify which systems it can access, which actions it can take and how long that access remains active. Operating limits control when an action is allowed, when approval is required and when it must be blocked. This keeps each agent's role specific and manageable.

  • Acting on it

    Changes go through a separate channel and require confirmation. Reading and calculations do not alter source systems. When an agent requests a change, its permissions are checked before the action runs through the business's existing systems and controls. Every change is recorded.

  • Staying in control

    Every query and every change is recorded with the mandate it happened under, which is the record an audit asks for first. Stop rules and circuit-breakers cut an agent off mid-run, escalation hands the decision back to a person, and a change can be rolled back. That is the difference between an agent you can grant a mandate to and one you cannot.

Ownership

On us

  • The foundationPrepared data, a semantic model that gives it business context, and separate channels for reading and making changes.
  • The controlsA defined identity for each agent, clear permissions, operating limits, approval rules and a record of every action.
  • The connectionExisting business systems brought together in a single operational context.

On you

  • The scopeYou define what an agent may do, how much it may handle and how long its access remains active.
  • The systems and dataYou choose which sources an agent can access, while ownership remains with the business.
  • The execution pathApproved actions run through your existing systems, workflows and payment rails.

Fit

Who it is for
Financial institutions with data. Product companies building agent features. Companies looking to cut operating cost by delegating work.
When it comes up
Data sits in several systems and every question about it goes through an analyst. There is a process worth delegating. Card schemes are already promoting their own rails for agent payments.
The objection we hear
That the client will build it themselves, which most of them believe. What they underestimate is the control set: mandates, policies, read split from write, and a record of every action.

Limits

  • No agent that runs your money. We build the layer it works inside.

  • No scope set by us. What an agent may do is yours to decide.