FopsAI Intelligence Layer

Not a Chatbot.
An Autonomous Team.

We don't just add an LLM UI. We build tool-using agents with memory, guardrails, and human oversight to execute complex financial workflows safely.

Glass Box AI

Reasoning you can audit

In financial services, automation must be explainable. FopsAI is designed to capture what happened, why it happened, and who approved it — so operations teams can defend decisions with evidence.

Reasoning + Evidence

✓ Decision rationale and key evidence captured

✓ Tool usage governed by policy guardrails

✓ Human review for low-confidence/high-impact actions

Compliance-Ready by Design

✓ Immutable audit trails and access controls

✓ Data residency and privacy controls

✓ Budgeting and circuit-breaker style safety limits

Active AI Agents

AI Onboarding Agent

Live

End-to-end reconciliation setup through conversation. Profiles data, maps schemas, configures transforms and match rules, validates and activates — all in one session.

Capabilities:

✓ Milestone-based workflow (4 stages)

✓ 20+ agentic tools

✓ SSE streaming with live progress

Safety:

✓ 3-layer guardrail system

✓ Self-correction loop

✓ Transparency panel (Glass Box)

AI Transform Agent

Live
Creates, previews, and manages data transformation rules through natural language. Domain-aware for financial data formats. 50+ operators with Polars execution engine.

AI Match Agent

Live
Configures multi-pass match rules conversationally. Understands exact, fuzzy, and semantic matching strategies. 30+ match operators with visual canvas and DSL authoring.

Semantic Intelligence

Live
Vector embeddings for semantic mapping (often 90%+ on clean, well-labeled data). Tenant-scoped indices with caching.

AI Break Research Agent

In Development
Investigates reconciliation breaks by fetching market data, collecting evidence, and proposing resolutions with human-in-the-loop approval. WORM-compliant audit trail.

Intelligence Timeline

v1.0 — Live NowProduction

Agentic Reconciliation

AI Agents:

  • AI Onboarding Agent (E2E setup)
  • AI Transform Agent
  • AI Match Agent
  • Semantic column mapping

Infrastructure:

  • Multi-provider LLM gateway
  • 3-layer guardrail system
  • SSE streaming + tool orchestration
  • Transparency panel (Glass Box)
In Development2026

Break Research & Self-Service Studio

AI Break Research Agent:

  • Multi-source break investigation
  • Market data & corporate actions lookup
  • Resolution proposals with evidence
  • Human-in-the-loop approval

Self-Service Agent Studio:

  • Visual agent builder canvas
  • Drag-and-drop nodes (LLM, tools, conditions)
  • Custom workflow composition
  • No code required