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.