AI Agents for Financial Services Built for Compliance

Jinba builds deterministic, auditable AI agents that automate loan underwriting, KYC, and compliance workflows on-premise so regulated banks and insurers stay in control.

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ai agents for financial services

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Backed by Combinator

Governed AI Agents Purpose-Built for Banks and Insurers

Jinba's SOC II compliant platform lets financial institutions build AI agents that are fast to create via natural language and deterministic to execute for regulators. Technical teams build reusable workflows in Jinba Flow while business users run them safely in Jinba App with full guardrails, audit logging, and on-premise deployment.

Describe any financial workflow in plain language and Jinba generates a draft instantly, then refine it step by step in a visual flowchart editor
Define routing rules, threshold conditions, and exception handling so every loan file, KYC case, or compliance check follows the exact logic your team approves
Validate documents and enrich records automatically by connecting to internal systems, third-party data sources, and core banking processors
Every workflow execution is logged with a full audit trail including timestamps, inputs, outputs, and version history to satisfy regulatory review

How Jinba Works for Financial Services Teams

Send weekly metrics to Slack every Monday at 9am

1

Build in Jinba Flow

Technical and semi-technical teams use Jinba Flow to generate AI agent workflows via chat or a visual editor, configuring rules, thresholds, and integrations for your specific banking or insurance processes.

test_runner.log

Running workflow test...

✓ Input validation 12ms

✓ Fetch from Sheets API 847ms

✓ Process 24 rows 156ms

✓ Send to #sales 203ms

PASS All steps completed 1.22s

Output preview:

"sent": true, "channel": "#sales"

2

Deploy securely (API / batch / MCP)

Publish workflows as APIs, batch processes, or MCP servers on-premise or in a private cloud, with SSO, RBAC, version control, and feature flags enforced from day one.

3

Run in Jinba App (guardrailed UI)

Compliance officers, loan processors, and KYC analysts execute approved workflows safely in Jinba App through a conversational interface with auto-generated forms, no custom UI required.

Enterprise Ready

Control, security, and support for large organizations.

On-Prem

Jinba

Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions

128 Active

Sarah Chen Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

Guest User External Auditor

Admin Access

SSO Enforced

Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log

1

[200] 09:14:22 GET /api/v1/health_check

2

[INFO] 09:14:23 Worker node_04 connected

3

[AUTH] 09:15:01 User admin@corp verified

4

[AUDIT] 09:15:02 Role assignment update

5

// Syncing to edge...

6

[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

Marketing

RESTRICTED

HR

ALLOWED

Screening

Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

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