Fintech AI Solutions: Support Bots and Document Automation
Targeted AI for finance teams: answer routine customer queries, read documents into structured fields and flag odd transactions for a person to check.
This page covers fintech AI solutions that suit a regulated, error-sensitive business: customer support assistants, document extraction for onboarding, reconciliation help, and internal search over your policies. Each one assists staff and keeps a human in charge of decisions. Every answer can be traced to a document or a system record.
We do not build AI that gives investment advice, approves credit alone or promises returns. Models make mistakes, and in finance a wrong answer has a cost. The sensible use is to speed up reading, sorting and replying, with checks before anything touches money. Confirm regulatory requirements with your own adviser; this page is not legal advice.
What finance teams can safely automate
Repetitive support queries
Where is my payment, how do I download a statement, what is the due date. These have factual answers from your own systems, so a bot can reply and log the chat. We read a sample of your support tickets to find which of them repeat most.
Document reading
Salary slips, bank statements, invoices and ID documents arrive in many formats. Extraction saves typing, but staff must verify key fields.
Exception flagging
Unusual repayment patterns or duplicate payments can be flagged for review. The model suggests, a person decides.
Policy and process search
New hires ask the same procedure questions. An internal assistant answers from your approved documents and shows the source.
What we build in fintech AI
WhatsApp support assistant
Answers account-independent questions from approved content, and fetches status for verified users through your API. It hands over to an agent for disputes and complaints.
Document extraction pipeline
Reads uploaded documents into fields, scores confidence, and places low-confidence items in a review queue. We log every correction for improvement. Reviewers see the original image next to the extracted value.
Reconciliation helper
Suggests matches between bank lines and ledger entries and leaves unmatched ones with notes. Final posting stays with your team.
Internal knowledge assistant
Searches your policies, product notes and FAQs, cites the page, and says when it does not know.
What it costs
AI chatbot and automation work starts at ₹1,00,000 excluding GST. Integrations, document types, languages, review workflows and model usage charges shape the quote. Model usage charges are billed by the provider and we estimate them for your volumes.
Questions we get asked
Can AI approve loans or give investment advice?
We do not build that. Credit decisions and investment advice carry regulatory duties and need accountable people and approved models. We build assistants for support, reading and sorting. Discuss any scoring use with your compliance adviser first.
How accurate is document extraction?
Accuracy varies by document quality and format, so we measure it on your real samples before launch and show confidence per field. Low-confidence fields go to a person. We do not promise a fixed percentage.
Where does customer data go when using AI models?
We design so that personal and financial data is minimised, masked where possible and sent only to providers you approve, under their data terms. Hosting region and retention are decided with you. Review this with your privacy adviser. We also record which provider handles which data.
How does the bot know a user is genuine?
It should not discuss account details until the user is verified, for example by OTP to the registered number through your system. Until then it shares only public information. We build the handover to a human for any doubt.
Ready to scope it?
Tell us what you want to build. You get a fixed written quote after a free discovery call.