Financial Services | AI Agents
AI Agent for Financial Services
From KYC verification and fraud detection to invoice and loan processing – Klippa’s AI agents help financial teams save time, ensure compliance, and reduce risk.
Trusted by 1000+ brands worldwide
AI Agents for Smarter, Safer Financial Operations
Klippa’s AI agents handle data extraction, validation, and decision-making using your prompts, business rules, and compliance documents, so your finance team can focus on strategic tasks instead of manual data entry.
Automate Document Workflows
Klippa’s AI agents extract and validate all key data fields, classify documents by type, and prepare clean outputs ready for your financial systems – no manual input needed.
Simplify KYC and Onboarding
Verify customer identities with Klippa’s AI agents. Scan IDs, validate proof-of-address files, and cross-check data with trusted sources – meeting AML and CDD standards.
Prevent Financial Fraud
Catch manipulated documents before they cause financial loss. Use forensic analysis and metadata checks to identify suspicious files and route high-risk cases for further review.
How Klippa’s AI Agents Support Financial Workflows
From document intake to decision-making, Klippa’s AI agents handle every step securely. They extract and validate data, apply your compliance rules, and integrate clean, verified results into your financial systems.
1. Upload Your Documents
Send any financial document via email, API, mobile scan, or one of 200+ integrations. Uploads can be done in bulk and processed in real time or on your schedule.
2. Extract, Validate and Act
The AI agent extracts data, applies business and compliance rules, and makes context-aware decisions using your prompts and internal policies. Klippa’s AI agent supports invoices, IDs, receipts, bank statements, and more than 100 other financial documents.
3. Deliver Data Where You Need It
Choose your output format (JSON, XML, PDF, CSV, etc.) and send the results directly in your ERP, CRM, or accounting software.
Why Companies Choose Our AI Agents for Finance Teams
90%
Reduce Turnaround Time Up To 90%
150M
More Than 150 Million Documents Processed
99%
Up to 99% Data Extraction Accuracy
150+
Over 150 Different Countries Supported
What Klippa’s AI Agents Can Do
Klippa’s AI agents help automate, validate, and secure document-driven processes. Extract key data, verify identities, detect fraud, and apply your internal policies for consistent decision-making. Everything is built for accuracy, compliance, and control.
Process Any Document with Klippa
Klippa’s AI agents extract and validate data from over 100 document types, including receipts, invoices, IDs, and contracts. Need support for additional documents? Contact us for special requests.
More AI Agents to Power Your Workflows
Whether you’re processing invoices, verifying identities, reviewing contracts, or onboarding new hires, there’s a Klippa AI agent designed to do the job faster, more securely, and with fewer manual steps.
AI Agent for Document Review
Analyze and validate documents at scale – detect errors, flag inconsistencies, and ensure compliance.AI Agent for KYC Verification
Verify identities, extract data from global IDs, and detect fraud in real-time, perfect for secure onboarding.AI Agent for Invoice Processing
Capture key supplier data, detect invoice fraud and send approved entries to your ERP or accounting software.
Frequently Asked Questions
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What document types can Klippa process?
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Can I try Klippa for free?
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Is my data safe with Klippa?