The customer agent your compliance team signs off on. Intent by intent.
Aide's AI agents resolves your customer account support end-to-end: it reads the account context, follows the exact procedure your team approved, and logs every action for audit. Disputes, payment plans, locked accounts, statements, and every 'Is this legitimate?', handled inside the rules your business runs on.Powered by the Agent Governance Engine: every word and action is bounded by your approved procedures, tested on real conversations, and logged for compliance. Aide acts only when it is certain, and hands the rest to your team.Built for financial services, not one corner of it
The same governed platform, configured to each operation's own intents, procedures, and rules.
Disputes, fraud alerts, account access, and servicing for neobanks and payment platforms.
Payment plans, due-date changes, hardship, and dispute handling across the lending lifecycle.
Statement and escrow questions, payment operations, and document requests at scale.
Statutory communication controls and compliant resolution, running autonomously in production.
Claims status, billing, and policy changes under the same regulated-communication logic.
Credit reporting inquiries and document-heavy correspondence, governed end to end.
Built for the conversations actually in your queue
Every high-volume financial services intent, resolved end-to-end by the exact procedure your team approved for it. Aide responds instantly, acts on the account, and logs what it did.
Reliable AI agents for your customers, governed & answers for every action it takes.
In high-stakes environments like financial conversations, 'probably right' is not sufficient to eliminate risk. Our 'Provably controlled' solution is. Aide is built so every automated action is one your compliance team approves, rehearses, and can defend after the fact.
Works with your existing stack
One click into your helpdesk. Account context from your system of record. No migration, no replatforming, no engineering.
Runs autonomously on regulated queues in production today.
Closes conversations end to end, right in the shared inbox.
Grounds every answer in the customer record you trust.
Reads the account context your servicing platform or core pushes to the helpdesk: balance, plan state, status.
Customer replies over email and SMS, answered in seconds, day or night.
Frequently asked questions
Yes, that is what Aide is built for. It runs across banking, fintech, lending, servicing, and insurance queues, and every intent has an approved procedure, a set automation level, and a logged trace. Our deployments operate autonomously in some of the most heavily audited corners of the industry, where Aide is utilized by the compliance team as much as the support team.
Regulated intents like dispute acknowledgments, consent and contact-preference changes, revoked payment authorizations, and attorney or representative involvement are recognized at high recall and executed exactly as your procedures specify: the approved response, the routing, or deliberately no reply at all, always logged. Whether your queue answers to error-resolution timelines in banking, servicing rules in mortgage, claims-handling rules in insurance, or FDCPA and Reg F in collections, the same architecture applies your rules.
Aide executes the exact procedures your team writes and approves, including verbatim responses where the situation demands them. It presents only the options configured for the account state, never invents an offer or a promise, and escalates anything outside its bounds to a person with full context.
Yes. The Action Trace records every automated action: which intent was recognized, which procedure ran, and what was done on the account. Per conversation and across the whole operation, so a question from an auditor, a regulator, or a partner gets an answer backed by the record.
Card and payment disputes, fraud and account security, payment plans and autopay, hardship and life events, statements and documentation, account access, and other account related questions. Each intent is configured with your exact procedure, tested on your real conversations, and deployed at the automation level you choose: none, human-in-the-loop, or fully agentic.
Aide runs inside the helpdesk you already use: Zendesk, Front, or Gorgias. Account context flows in from your system of record, loan servicing platform, or core, either pushed to the helpdesk or connected via API, so every answer is grounded in the real balance, plan state, and account status.
Email, chat, and SMS. Aide is text-first by design: in operations that run a voice channel alongside, every conversation Aide resolves in writing frees an agent for the phones. That is where automation becomes capacity, not just cost savings.
Yes. Aide is SOC 2 Type II certified and GDPR and HIPAA compliant, and its model providers operate under zero-data-retention agreements. Security documentation is available at aide.app/security.
Most teams connect their helpdesk in a day and are live on their first intent within days. You start with a high-volume, low-risk intent, watch Aide handle it in the Agent Simulator, and expand intent by intent as your compliance team signs off.
Get a demo for pricing.
Deploy AI agents your compliance team can sign off on
End-to-end financial services support in the helpdesk you already use, governed by the procedures you approve and logged for audit.