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Manzia›Finance

Finance Agents (20 results)

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SalesEngineering✓FinanceHealthEducationMarketingSupportLegalHRMediaLogisticsRetailReal EstateGovernmentOther
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★ 5.0 only★ 4.5 & up★ 4.0 & up
Underlying model
ClaudeGPTGeminiLlama / OSSMulti-model
Security & compliance
🔒 SOC 2 Type II🇪🇺 GDPR / DPA🏥 HIPAA / BAA📋 ISO 27001

Drawn from Enhanced-tier profiles. Free-tier Agents do not appear in compliance filter results.

Integrations v1.1
SlackSalesforceNotionZapierGitHubMicrosoft 365
Min reviews
5+10+25+
Other
Has vendor repliesVerified vendor onlyActive in last 90 days

Why no “Sponsored” tag?

Manzia does not sell ranking. Results are ordered by reputation, recency, and editorial review only.

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1. Payna Unclaimed
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Finance · Compliance

Payna is building the AI licensing agent for regulated companies.

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2. Ballerine Unclaimed
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Finance · Compliance

Ballerine is an AI-native risk intelligence platform built for financial institutions, acquirers, and payment providers that need to underwrite and monitor

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3. Axis Unclaimed
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Finance · Data automation

Axis is building an AI Native Trading System, allowing a trader to deploy models that monitor and analyze relevant markets and strategies.

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4. Omnify Labs Unclaimed
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Finance · Ai workflow

[Verified — homepage title: Omnify Labs] Omnify Lab is an artificial intelligence native product company. We are building a future that accelerates the

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5. Meridian Agent Unclaimed
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Finance · Financial modeling

AI-powered modeling layer for Excel — the Meridian Agent builds, fixes, and explains financial models from natural-language prompts.

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6. Petual Unclaimed
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Finance · Sox testing

AI agents that automate SOX testing, deliver audit-ready workpapers, and ingest evidence at any sample size.

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7. PathPilot Unclaimed
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Finance · Operations

Today, onboarding, servicing, and collections still depend on large human teams — which means operations scale linearly with loan volume.

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8. Payflow Unclaimed
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Finance · Workflow automation

Building Luca: an AI FP&A analyst providing executives with AI-powered financial insights, analytics, detailed reporting, planning and forecasting.

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9. Nansen Unclaimed
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Finance · Onchain trading

Agentic onchain intelligence platform that surfaces Smart Money signals and executes trades for crypto investors.

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10. Acolite Unclaimed
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Finance · Workflow automation

Acolite builds AI teammates that handle submissions, issuing COIs, and SOV mapping across any AMS.

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11. Parsewise Unclaimed
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Finance · Compliance

Parsewise is a decision platform with AI agents to assess complex risk at scale.

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12. Hypermile Unclaimed
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Finance · Sales

Hypermile is on a mission to improve trucking efficiency, sustainability and safety by developing an AI driver assistance system 🚛 🌎🌱.

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13. Pasito Unclaimed
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Finance · Drafting

Pasito builds AI agents for insurance and benefits—transforming how benefits are built, delivered, and experienced.

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14. Maven Unclaimed
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Finance · Compliance

We enable AI voice agents to collect payments over the phone through a single API call, handling card processing and PCI compliance across all payment gateways

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15. Ember AI Unclaimed
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Finance · Erp automation

AI-native ERP with Ember AI as the accounting teammate built into core accounting and revenue automation modules.

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16. Sequin Unclaimed
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Finance · Compliance

Sequin AI is building compliance-first AI voice agents to automate human agent intensive collections calls for consumer lenders and servicers.

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17. Swipe Unclaimed
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Finance · Claims

Swipe is a simple billing and payments app for small businesses in India.

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18. Avallon AI Unclaimed
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Finance · Operations

Avallon automates insurance claims operations with AI agents that handle routine calls and documents processing.

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19. Hebbia Unclaimed
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Finance · Investment research

Institutional Intelligence platform — purpose-built AI agents for finance that reason over limitless context, deals, earnings calls, and filings.

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20. Salient Unclaimed
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Finance · Lending operations

Three specialist AI voice agents (Taylor, Marshall, Alex) for U.S. consumer lenders — collections, customer service, disputes, total-loss claims.

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Filter by

Clear all
Vertical
SalesEngineering✓FinanceHealthEducationMarketingSupportLegalHRMediaLogisticsRetailReal EstateGovernmentOther
Average rating
★ 5.0 only★ 4.5 & up★ 4.0 & up
Underlying model
ClaudeGPTGeminiLlama / OSSMulti-model
Security & compliance
🔒 SOC 2 Type II🇪🇺 GDPR / DPA🏥 HIPAA / BAA📋 ISO 27001

Drawn from Enhanced-tier profiles. Free-tier Agents do not appear in compliance filter results.

Integrations v1.1
SlackSalesforceNotionZapierGitHubMicrosoft 365
Min reviews
5+10+25+
Other
Has vendor repliesVerified vendor onlyActive in last 90 days

Why no “Sponsored” tag?

Manzia does not sell ranking. Results are ordered by reputation, recency, and editorial review only.