Uptiq’s platform gets you AI Agents live in days with ready-to-use templates, native skills, and embedded financial logic.
Pre-trained capabilities like credit memo generation, policy validation, financial ratio analysis, and document intelligence—built for lending, not generic workflows.
70–80% ready agents for lending, onboarding, repapering, and reconciliation. Just tweak and launch
Drag, drop, prompt—launch agents using our Workbench with zero ML/engineering lift.
Choose from a library of ready-to-use workflows: SMB lending, equipment finance, advisor onboarding, credit memo generation, etc.
Use no-code tools to adjust steps, add integrations, or connect APIs. Every change is tracked, testable, and explainable.
Go live with a branded UI or embed agents into your existing stack. Real-time insights, audit logs, and alerts built in.
Built by Uptiq. Tuned by you.
These templates cover the most operationally heavy use cases in finance:
Every Uptiq agent is powered by modular, pre-tuned Skills:
The AI Platform for Financial Services
