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Verticiti · Finance chatbot
Answers on accounts, payments and reports
Customers and staff get clear answers about accounts, payments and reports, drawn from your own documents, any time of day.
Capabilities
Explore the features
Switch between capabilities to see how this product fits the way your team already works.
Document-grounded answers
Responses come from your finance policies, statements and reports — not generic web knowledge.
- Index policies, FAQs and report packs
- Scope answers to approved finance content only
- Refuse or escalate when confidence is low
Technical highlights
Built for production use
The practical constraints that matter when you put this product in front of real customers and staff.
Grounding
Your documents
Citations
Per answer
Channels
Web & chat
Access
Role-aware
Pricing & next step
Get started with finance chatbot
Connect your finance corpus, approve answer scope, and go live for staff or customers with citations on every reply.
Department rollout
Custom quote
- Document indexing for one finance corpus
- Branded chat experience
- Citation and audit logging
- Admin handoff and refresh guidance