Find the right AI agent for every workflow.

Explore production-ready AI agents for onboarding, compliance, finance, operations, and customer workflows, or build one tailored to your organization.

Recommended agents

Start with the workflow that creates the most manual follow-up, then expand across the operating model.

Corporate Payment Instruction Approval Agent
Reads payment instructions, verifies authority rules, and flags exceptions before final approval.
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true
Regulatory Change Impact Analysis Agent
Tracks regulatory changes, maps institutional impact, and turns new requirements into assigned actions.
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true
Signature Circular Mapping
Maps signatories, authority groups, limits, and joint signing rules into a structured authorization model.
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true

Explore more workflow agents

KYC & Customer Onboarding Agent
Reads onboarding documents, verifies customer data, and surfaces missing or inconsistent information.
40 → 5 min
merchant review time
KYC · ONBOARDING · COMPLIANCE
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false
RFP & DDQ Response Agent
Drafts answers from approved knowledge, links supporting sources, and routes unresolved questions to experts.
Reusable
approved answers
RFP · DDQ · KNOWLEDGE
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false
Enterprise Document Analysis Agent
Extracts critical information, compares document versions, and transforms findings into structured outputs.
Multi-document
structured analysis
DOCUMENTS · EXTRACTION · ANALYSIS
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false
Policy & Procedure Guidance Agent
Finds the rules that apply to a specific task and converts them into clear operational guidance.
Source-linked
employee guidance
POLICY · COMPLIANCE · OPERATIONS
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false
Company SWOT Analysis Agent
Researches trusted internal and external sources and generates evidence-backed company SWOT analysis.
Evidence-backed
SWOT analysis
RESEARCH · STRATEGY · ANALYSIS
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false
Customer Proposal Preparation Agent
Turns customer needs, approved product information, and pricing into personalized proposals and emails.
Personalized
proposal generation
SALES · PROPOSALS · CRM
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false
Customer Meeting Minutes Agent
Converts customer meetings into structured records with decisions, disclosures, risks, and follow-up actions.
Structured
meeting records
MEETINGS · COMPLIANCE · CRM
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false
Customer Research Agent
Combines CRM, meeting history, internal knowledge, and external research into a source-backed customer briefing.
One briefing
customer context
CRM · RESEARCH · RELATIONSHIP
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false
Account Reconciliation & Difference Resolution Agent
Matches ERP and counterparty records, classifies unresolved differences, and prepares discrepancy notices.
Exception-based
reconciliation workflow
RECONCILIATION · FINANCE · ERP
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false
Contract Risk & Hidden Change Detection Agent
Compares contracts against approved standards, detects hidden changes, and surfaces clause-level risks.
Clause-level
risk detection
LEGAL · CONTRACTS · RISK
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false
E-Commerce Store Operations & Listing Management Agent
Handles customer requests and returns while generating marketplace-ready product listings under platform rules.
24/7
store operations
E-COMMERCE · SUPPORT · CATALOG
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false
Claims Document & Fraud Detection Agent
Reviews claim documents and images, detects missing evidence, and surfaces suspicious patterns for specialist review.
Same-day
initial triage
CLAIMS · FRAUD · INSURANCE
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false
Customs Pre-Declaration Document Reconciliation Agent
Reconciles shipment documents and flags quantity, weight, value, and classification discrepancies before filing.
Pre-filing
exception detection
CUSTOMS · RECONCILIATION · DOCUMENTS
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false
Expense Audit Agent
Matches expenses with supporting records, checks company policy, and routes suspicious spending for review.
Risk-scored
expense review
EXPENSES · POLICY · FINANCE
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false
Digital Reputation & External Risk Monitoring Agent
Monitors external sources for reputation, fraud, and brand risks and routes critical findings automatically.
Continuous
external monitoring
RISK · MONITORING · REPUTATION
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false
Sales Intent & Lead Prioritization Agent
Scores incoming customers by purchase intent and routes high-potential opportunities to the right sales team.
Real-time
intent scoring
SALES · INTENT · LEAD-SCORING
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false
Financial Document Analysis Agent
Reads financial documents in bulk, cross-checks key figures, and prepares structured findings for review.
Source-linked
financial findings
FINANCE · DOCUMENTS · RISK
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false
Procurement & Supplier Comparison Agent
Collects supplier quotes, standardizes commercial terms, and evaluates offers with historical performance.
One view
quotes + performance
PROCUREMENT · SUPPLIERS · SOURCING
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false
Chargeback & Dispute Management Agent
Analyzes disputes, collects evidence, follows up on missing documents, and prepares bank-ready responses.
Bank-ready
response packages
CHARGEBACK · EVIDENCE · PAYMENTS
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false
Corporate Payment Instruction Approval Agent
Reads payment instructions, verifies authority rules, and flags exceptions before final approval.
Exception-based
payment review
PAYMENTS · AUTHORIZATION · OPERATIONS
Learn more
true
Regulatory Change Impact Analysis Agent
Tracks regulatory changes, maps institutional impact, and turns new requirements into assigned actions.
5 regulators
monitored in one workflow
COMPLIANCE · REGULATION · GOVERNANCE
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true
Signature Circular Mapping
Maps signatories, authority groups, limits, and joint signing rules into a structured authorization model.
Source-linked
authorization decisions
AUTHORIZATION · DOCUMENTS · OPERATIONS
Learn more
true
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Not a chatbot gallery. A workflow agent library for serious operations.

Each agent is designed around evidence, ownership, next action, and measurable operational change the same proof pattern used across Upsonic customer stories.

Frequently Asked Questions

How do I choose the right AI agent for my workflow?

We begin by identifying the workflow’s manual steps, decision points, data sources, and operational bottlenecks. Based on this assessment, we recommend an existing agent or define a tailored solution for your organization.

Are these agents ready to use, or do they require customization?

The agents provide production-ready foundations for common enterprise workflows. They can be adapted to your policies, approval rules, terminology, data structure, and existing operating model.

Can you build an agent that is not listed in the AI Factory?

Yes. The AI Factory represents selected use cases, not a fixed catalog. We can design and deploy a custom agent for workflows unique to your organization.

How do the agents integrate with our existing systems?

Agents can connect to internal systems through APIs, databases, document repositories, CRM, and other enterprise tools. The integration architecture is designed around your existing technology stack.

Can the agents run on-premise or in our private cloud?

Yes. Depending on your security and regulatory requirements, agents can be deployed on-premise, in a private cloud, or in an approved hosted environment.

How is sensitive company and customer data protected?

Access controls, data isolation, audit logs, and deployment-specific security policies can be applied to each workflow. Sensitive data can remain within your own infrastructure when required.

Can employees review or approve an agent’s decisions?

Yes. Human approval checkpoints can be added wherever a decision carries operational, financial, or regulatory risk. The agent can complete the analysis and prepare the recommended action while the final decision remains with your team.

How is pricing determined?

Pricing depends on the selected workflow, processing volume, required integrations, deployment model, and level of customization. After an initial workflow assessment, we provide a scope and pricing model tailored to your organization.