Rapidfolio

Automate banking compliance, fraud reviews, and back-office operations using deterministic AI agents

Pricing model

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Rapidfolio to automate complex manual back-office workflows across compliance, fraud investigations, and financial operations. It converts written procedures into automated runs executed by AI agents following deterministic steps. You can review identity documents for KYC and KYB verification, investigate fraud alerts, process payment disputes, and reconcile transactions. The system includes built-in human review checkpoints, generates automated tests for every procedure, and maintains an immutable audit trail with detailed logs of every action, input, and approval for regulatory reviews.

What Rapidfolio does

Verify customer identity and beneficial ownership recordsScreen names against sanctions and political watchlist databasesCollect and evaluate evidence for payment dispute resolutionsMatch banking transactions to uncover reconciliation discrepanciesPause workflow executions to require manual staff sign-offGenerate full audit documentation for regulatory compliance checksRun automated unit tests on agent workflow procedures before deploymentConverts manual procedural guides directly into executable AI agent workflowsDeterministic execution that follows exact rules without hallucinationsAutomated test generation to validate workflows before production deploymentHuman review gates that pause runs for manual inspection and approvalComplete immutable audit trails logging every step, decision, and API callPre-built integrations with financial APIs like Stripe, Plaid, Marqeta, and PersonaTriggers workflows via webhooks, scheduled jobs, or ticketing systems like Jira

Pricing breakdown

Pricing model: Book a demo

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