Account inquiry resolved
Account supportClient verification
Balance questionResolved
Contact center management
Resolve routine balance, payment, and card questions on the first contact, and hand complex calls to a specialist with full context.
Financial services
The AI workforce
for financial services.
Every account, loan, and transaction drags a pile of quiet work behind it: verifying identities, chasing documents, matching payments, answering status calls, reconciling the books. Runbook builds agents that do all of it, right inside the systems you already run.
Updated documents received✓
Beneficial owners screened✓
Risk changes flagged for review✓
The work we automate
An agent for
every financial workflow.
Client request completed
Client request complete
Account update confirmed. Transfer request booked.
Account updateAddress updated
Transfer requestTransfer request booked
✓Account maintenance complete
Client servicing
Handle address changes, account maintenance, and transfer requests end to end, and keep the client posted until each one closes.
Payment status answered
Invoice inquiryTo
Invoice status
AP customer service
Answer vendor questions on invoice status, payment timing, and remittance details, pulling answers from the AP system instead of the inbox.
Loan application reviewed
Loan originationReviewing
Application
Loan type
Credit policy
Underwriting
Borrower
Documents
Loan origination, underwriting & QC
Gather financials, check each application against credit policy, and audit closed files against investor guidelines before defects turn into buybacks.
KYC review updated
Periodic KYC refresh
Customer onboarding, KYC & diligence
Verify identities, screen against sanctions and PEP lists, and map beneficial owners so every new relationship opens with a complete diligence file.
Payment matched
Invoice
Purchase order
PaymentOpen invoicePosting
Postinged
Postinged
Postinged
Cash application
Match incoming payments to open invoices using remittance from bank files, emails, and portals, then post them and clear exceptions.
Dispute evidence collected
✓Dispute openedCard network
✓Evidence collectedCase file
✓Deadline checkedCustomer update
✓Case status updatedResolution
Dispute & chargeback resolution
Collect transaction evidence, meet Reg E and card network deadlines, and track each case from provisional credit to final decision.
Collateral records synced
Credit facilitySynced
Borrowing baseCurrent
Collateral value
Covenant test
Certificate date
✓Account records synced
Complex account servicing & collateral management
Track borrowing base certificates, collateral values, and covenant tests, and keep trust, entity, and multi-signer accounts in order.
Investor package prepared
Investor packageTo
Purchase conditions
Secondary market operations
Assemble loan packages for investors, clear purchase conditions, and reconcile funding so sales settle on time.
Beneficiary file complete
Estate processing
Estate & beneficiary processing
Collect death certificates and letters testamentary, retitle or distribute assets, and keep families updated at every step.
Capital call processed
Fund administratorProcessed
Subscription
Capital call
Investor
Distribution
Valuation
Due date
Alternative investment processing
Process subscription documents, capital calls, and distributions, and reconcile valuations from fund administrators into your books.
Fund positions reconciled
Invoice
Purchase order
PositionCustodianStatus
Statused
Statused
Statused
Fund accounting reconciliation
Reconcile positions, cash, and trades across custodians and the accounting system daily, and investigate breaks before NAV is struck.
Across your client book
Periodic KYC
refresh.
For a bank with thousands of relationships due for review, the agent requests updated documents, re-screens every owner, and flags changes in risk, so no review goes past due.