Ask questions, get reports and move workflows forward from one place.

Run your fintech from one intelligence platform

Ask questions, get reports and move workflows forward from one place.

Book a Demo

Use Cases

Operations

See what slows the business down.

Reconciliation

Ask what blocks the financial close.

Sales

Move merchants from interest to activation, faster.

Risk

Detect exposure before it becomes a problem.

CXO

Run the company with instant operational visibility.

How it works

Connect your knowledge and databases

Connect your merchant data, payment records, risk systems, operational tools, and internal workflows into AI HQ with controlled permissions.

Build fintech context

AI HQ understands the relationships between merchants, transactions, risks, approvals, teams, and workflows, so every answer is grounded in your actual operation.

Execute work through controlled AI agents

AI agents run the required work. Analyze, compare, detect, recommend, or trigger the next step across your fintech systems.

Leadership gets the full operating picture in under 1 minute

AI HQ keeps teams aligned with live operational awareness across onboarding, risk, reconciliation, merchant activity, and internal workflows.

100%
Source-backed answers

Every answer includes the data, context, and reasoning behind the result — nothing is a black box.

24/7
Live operational awareness

Every team stays aware of what is happening right now, across merchants, payments, and risk.

2 days
Saved per reporting cycle

Cut the time spent preparing weekly reports and management updates down to a single conversation.

Operations

Track onboarding, delayed tasks and workflow status. Move cases forward by asking AI HQ what needs action.

Risk

See risk changes, expiring documents and policy gaps. Review and trigger next steps directly from chat.

Sales

Follow merchant progress, request updates and coordinate with risk or operations without switching tools.

Finance

Ask about settlements, receivables and payment issues. Get answers and move follow-ups forward from AI HQ.

Easily integrate Upsonic into any environment

No need to worry about integration. Our technical team manages the process from start to finish.

https://www.upsonic.ai/integrations/teams
Sanction Scannernow

AI agents access merchant documents in SharePoint

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  • Merchant folders and libraries
  • Shared documents
  • PDFs, images, spreadsheets, and forms
  • File metadata
  • Permission-based document access
Microsoft Teams
AI agents maintain workflows moving in Teams
  • Approvals status updates
  • Document summaries
  • Approved reminders
  • Assigned document tasks
  • Escalations to the right team
  • Stand-updates for risk and operations teams
teams
Gmail
AI agents track merchant emails, collect documents, and follow up on missing information
  • Merchant email threads
  • Attachments
  • Merchant document follow-ups
  • Email timestamps
  • Team alerts and reminders
gmail
Your Fintech API's
AI agents can manage settlement flows, use transaction data, create reports.
  • Core system data
  • Settlement workflows
  • Transaction reports
  • Merchant status updates
  • Sync back to internal systems
your-fintech-apis
Twilio
Automate merchant follow-ups with Twilio
  • SMS reminders
  • Webhook callbacks
  • WhatsApp messages
  • Phone number verification
  • Delivery status
twilio
Sumsub
Run business verification with Sumsub
  • KYC verification results
  • Business verification data
  • Document review reports
sumsub
Sanction Scanner
Screen merchants with Sanction Scanner
  • Sanction lists (OFAC, UN, EU)
  • PEP checks
  • Adverse media reports
sanction-scanner
Sharepoint
AI agents access merchant documents in SharePoint
  • Merchant folders and libraries
  • Shared documents
  • PDFs, images, spreadsheets, and forms
  • File metadata
  • Permission-based document access
sharepoint
Zendesk
AI agents file tickets for merchant review tickets
  • Support tickets
  • Merchant ticket history
  • Macros and replies
  • Attachments and notes
  • Status and tags
zendesk
Salesforce
Queries, sync data from CRM
  • Merchant account records
  • Opportunity and deal data
  • Leads and contacts
  • Communication history by each merchant
salesforce
Outlook
AI agents standardize communications, collect documents, and follow up on pending items
  • Merchant email threads
  • Attachments
  • Calendar events
  • Email timestamps
  • Communication history for each merchant
outlook
See Integrations

Make merchant onboarding AI-native.

See how Upsonic AI agents collect documents, run checks, contact merchants and keep the full merchant lifecycle under control.

Book a Demo

Frequently Asked Questions

Is AI HQ the same as an AI assistant?

Not exactly. An AI assistant usually helps with chat-based tasks. AI HQ goes further by connecting data, workflows and agents in one place, so teams can not only ask questions, but also move work forward.

How is AI HQ different from BI or analytics tools?

BI tools are mainly built for dashboards, reports and structured data.AI HQ helps teams work with both structured and operational data, ask questions in natural language, receive instant answers and trigger workflow actions across teams.

How does AI HQ work with our existing systems?

AI HQ connects with your existing tools, internal systems and data sources.It does not require you to replace every system. Instead, it creates one place where teams can understand what is happening and act on it.

Which teams can use AI HQ?

AI HQ is built for teams such as operations, risk, finance, sales and leadership.Each team can use it to ask questions, monitor activity, review workflows and act on the next step faster.

How does AI HQ handle permissions and access?

AI HQ is designed role-based access and existing system permissions.This helps ensure that teams only see the data and workflows they are allowed to access.

What kinds of questions can teams ask in AI HQ?

Teams can ask operational questions in plain language.
For example:
• Which merchants have not completed onboarding?
• Which settlements are delayed?
• What changed across our merchants yesterday?
• Which merchants need risk review today?

How long does it take to get started with AI HQ?

You can start using AI HQ once you use Upsonic merchant onboarding or connect your internal sources.

Products
Merchant onboarding
Merchant underwriting
Merchant communication
Merchant monitoring
Merchant reconcilation
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