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Enterprise Layer Intelligence
Categories/Agentic Process Automation/Cape.ai
Cape.ai

Cape.ai

Founded 2018

Automate complex financial operations by converting unstructured client instructions into structured actions

You can use Cape AI to automate complex back-office workflows and financial operations. It takes unstructured messages, such as client money transfer requests, and turns them into structured, verified transactions ready for execution. You can connect structured and unstructured data sources, set up custom review workflows, and include human verification whenever exceptions occur. The system tracks full data lineage and provides clear source citations for compliance audits. Operations teams can design, test, and manage automated agents without writing code, cutting manual repetitive work across banking and trust operations.

What Cape.ai does

Parse incoming client instructions for fund transfersConvert unstructured text into structured transaction dataRoute unusual transaction requests to human operatorsGenerate source citations for audited transaction dataBuild automated agent workflows using a visual interfaceTrack data lineage from original message to executionSet permission levels for operational data accessConverts unstructured transaction instructions into structured actionsProvides full data lineage tracking and source citationsIncludes human-in-the-loop controls for exception handlingBuilds automated workflows without writing codeCombines deterministic rules with autonomous agent workflowsOffers continuous monitoring and permission managementConnects structured and unstructured data across internal systems

Frequently asked

REST API, Slack, Microsoft Teams, Email (SMTP/IMAP), Salesforce, PostgreSQL

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Cape AI, DirectiveIQ, agentic process automation, business process automation, transaction processing, money movement, banking operations, financial compliance, data lineage, human in the loop, exception handling, no-code workflows, auditability, unstructured data processing, financial operations