Transform Financial Operations
with Intelligent AI Agents

Create powerful AI Agents in natural language and from files and videos.

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Cape is the Business UI for AI

WHAT

  • Streamline and automate business processes with AI
  • Represent almost any use case, including those with bespoke requirements
  • Built for business users for immediate results

HOW

  • Easily create no-code Cape agents
  • Cape Agents:Connect to your dataSearch, process, and perform calculations per your requirementsIntegrate with AIOutputs to existing enterprise systems
  • Control of agent behavior
  • Deterministic or agentic

WHY

  • Auditable
  • Notifications and approvals
  • Trustworthy

CONFIGURE

  • Publish Cape agents that can automate any back office task within your company.Centralized publishing:
    Once configured, agents are published into a company-wide catalog so any team member can discover and use them.
  • Policy-aware configuration:Define guardrails (approval steps, data handling rules, thresholds) that are automatically enforced by every agent.
Agent Steps
Agent Steps

AUTOMATE

  • Run agents many different ways:Trigger an agent when you receive an email.New Salesforce case is created.One of your team members has a job to be done.Cape Agents slot into existing workflows.
  • Monitor the agent as it runs.Some business workflows can take days or weeks to be completely executed, cape agents are designed with that in mind and approvals and notifications are a first class citizen.

Deterministic + Agentic

Blend predictable rule-based automation with flexible AI reasoning, depending on the task.

Long-Running Workflows

Agents persist across hours, days, or weeks; they pause for approvals, resume automatically, and never lose state.

In-Flight Monitoring

Observe real-time execution, pause/resume if conditions change.

Human-in-the-Loop

Require approval at critical steps to maintain compliance and oversight.

Explainability

Every AI step comes with a plain-language explanation of why it made a choice.

MANAGE

  • Monitor all agent activity across your org.
  • See where the data comes from after the agent finishes.Full data lineageCreate audit reports for legal & compliance.
  • Notifications & Approvals give you a birds eye view of where your data is going before it’s too late.
History of Agent Changes

Centralized Console

One dashboard to see all active, pending, and completed agent runs across the organization.

Role-Based Access

Control who can run, configure, and view agents at a granular level.

End-to-End Lineage

Trace every data point — where it came from, how it was processed, and where it was sent.

Why Cape?

Unlike RPA or traditional automation, Cape Agents are adaptive, explainable, and governance-ready.

Trust Layer

Every AI action is fully cited and transparent — no “black box” behavior.

Security First

Data never leaves your environment unless explicitly approved.

Future Proof

Modular design lets you add new triggers, integrations, or models without re-architecting.

Cape Composer

“What do you want to automate?”Cape generates a draft agent automatically.

BYOA — Bring Your Own Agent

Ability to leverage agents from other systems using MCP and A2A.

CrewAI, Salesforce Agentforce and Google Agentspace Logos

See, Define, and Control Your Processes

Intuitive workflow visualization to quickly define and manage your financial processes.

From Words and Documents to Automation

Cape gives the user the ability to ‘vision’ or simulate their business process: explain it in natural language, upload a document, or even video and have the system build an agent/workflow.

Agents That Learn, Adapt, and Accelerate

Cape leverages a combination of user feedback loops and reinforcement learning techniques for adaptive system improvement over time.

Deploy Anywhere

With Cape's flexible deployment options, you can choose the best fit for your organization's needs.

Cape Architecture

Cape Architecture Diagram