Automate Financial Services with AI Agents

Speed matters. So does compliance. Your finance team shouldn’t be toggling between spreadsheets, inboxes, and legacy portals. Let AI agents take over the grunt work, they reconcile, monitor, approve, and adapt. All under your control.

Automate Financial Services with AI Agents

Speed matters. So does compliance. Your finance team shouldn’t be toggling between spreadsheets, inboxes, and legacy portals. Let AI agents take over the grunt work, they reconcile, monitor, approve, and adapt. All under your control.

Automate Financial Services with AI Agents

Speed matters. So does compliance. Your finance team shouldn’t be toggling between spreadsheets, inboxes, and legacy portals. Let AI agents take over the grunt work, they reconcile, monitor, approve, and adapt. All under your control.

~80% of AP/AR processes automatable

~80% of AP/AR processes automatable

~80% of AP/AR processes automatable

30–50% FTE reduction in transactional roles

30–50% FTE reduction in transactional roles

30–50% FTE reduction in transactional roles

Upto 42% of finance tasks fully automatable

Upto 42% of finance tasks fully automatable

Upto 42% of finance tasks fully automatable

Enterprise-Grade Security
Enterprise-Grade Security

Fully compliant with SOC 2 and HIPAA standards to keep your data safe

Fully compliant with SOC 2 and HIPAA standards to keep your data safe

Automate 100% of Tasks
Automate 100% of Tasks

Let AI Agents handle it all, no manual work required

Let AI Agents handle it all, no manual work required

AI Agent Evaluation
AI Agent Evaluation

Evaluate AI Agents easily with clear performance metrics.

Evaluate AI Agents easily with clear performance metrics.

Contact

Begin automating your Customer Support workflows in minutes.

Contact

Begin automating your Customer Support workflows in minutes.

AI Agents

Explore prebuilt agents for high-impact finance automation.

Beam gives banks, fintechs, and insurers a fast lane to scalable, AI-native operations. No workflows to hardcode. Just smart agents you can activate and supervise.

AI Agents

Explore prebuilt agents for high-impact finance automation.

Beam gives banks, fintechs, and insurers a fast lane to scalable, AI-native operations. No workflows to hardcode. Just smart agents you can activate and supervise.

AI Agents

Browse through our list of Customer Support AI Agent Templates

AI agents don't have bad days! From agents trained in refunds and cancellations to quality control and Q/A specialists, use pre-trained agents to begin automating in no time. On the other hand, you can also customize agents for a specific task.

AI Agents

Browse through our list of Customer Support AI Agent Templates

AI agents don't have bad days! From agents trained in refunds and cancellations to quality control and Q/A specialists, use pre-trained agents to begin automating in no time. On the other hand, you can also customize agents for a specific task.

Case Studies

Finance runs faster when AI takes over.

Beam agents now handle what teams used to dread, from KYC reviews to invoice approvals. The result? Faster ops, lower costs, and happier teams.

Case Studies

Finance runs faster when AI takes over.

Beam agents now handle what teams used to dread, from KYC reviews to invoice approvals. The result? Faster ops, lower costs, and happier teams.

Case Studies

Smarter automation. Bigger wins. Every industry, every time.

Features

Finance-grade safety. Zero setup complexities.

Beam is built for regulated industries from the ground up, think SOC 2, HIPAA, and GDPR baked in. No dev lift, no fragile workflows. AI agents that launch fast, stay compliant, and scale with you.

Features

Finance-grade safety. Zero setup complexities.

Beam is built for regulated industries from the ground up, think SOC 2, HIPAA, and GDPR baked in. No dev lift, no fragile workflows. AI agents that launch fast, stay compliant, and scale with you.

Enterprise-Grade Security
Enterprise-Grade Security

Fully compliant with SOC 2 and HIPAA standards to keep your data safe

Fully compliant with SOC 2 and HIPAA standards to keep your data safe

Automate 100% of Tasks
Automate 100% of Tasks

Let AI Agents handle it all, no manual work required

Let AI Agents handle it all, no manual work required

AI Agent Evaluation
AI Agent Evaluation

Evaluate AI Agents easily with clear performance metrics.

Evaluate AI Agents easily with clear performance metrics.

Start Today

Start building AI agents to automate processes.

Join our platform and start building AI agents for various types of automations.

Start Today

Start building AI agents to automate processes.

Join our platform and start building AI agents for various types of automations.

Start Today

Start building AI agents to automate processes.

Join our platform and start building AI agents for various types of automations.