06 / 11US AI

AI agent in the back office

The team asks in plain language and an AI agent runs back-office tasks, with the permissions of whoever asked and every action recorded.

Status

In production

Industry

Lending

Tools

54

Record

The same audit trail as manual work

Before

The underwriting team repeated the same tasks every day: pull an analysis, request a document from the customer, move an application to the next stage, run a check. Each one went through several screens.

What we built

A permissioned, rate-limited, audited API packaged as 54 tools for an AI assistant. Each person installs it with their own key. The assistant acts with the permissions of whoever asked, and calls that cost money need confirmation.

What changed

The team asks in plain language and the agent does the work. Every action lands in the same audit trail as work done by hand, with the name of whoever asked.

Today

Running in production.