Give your product a financial next step.
Connect a helpful assistant to a useful business workflow. Bring financial context, permissions and service access into the experience you are building.
When the conversation reaches money.
Your product may already understand a customer’s goal, organise a task and recommend the next action. A financial step introduces a different kind of responsibility. The application must know which business it represents, what that business has authorised and which provider can deliver the required service.
SUPA is developing the operating connection between those elements. Instead of treating finance as a disconnected final screen, your platform can build around a business identity, an agreed integration scope and a clear path from preparation to approval. The experience remains yours; the authority behind each supported action remains explicit.
One experience, several responsible participants.
An AI platform, its business user and a financial institution do not have the same role. The platform helps the user complete a task. The business provides the purpose and authority. The institution supplies the financial capability under its own conditions. A well-designed integration makes those roles work together without blurring them.
This is particularly important when your application can call several tools. Reading business information, preparing an instruction and requesting a financial action should be distinct operations. The scope enabled for one service should not silently become permission to use another.
Build a boundary your product can explain.
Users need to understand whether an agent has drafted a proposal, requested approval or received a completed result. A confident conversational answer should never be the only evidence that a financial operation happened. Your interface should be able to show the actual state returned by the relevant service.
We work through this boundary with platform teams before integration. That includes what information the agent can retrieve, which actions require review and how an interrupted workflow returns to a person. These decisions make autonomy more useful because the user can understand and trust its limits.
Start with a workflow worth improving.
A focused first use case is more valuable than a catalogue of hypothetical features. It might help a customer onboard a business, organise supplier information or retrieve permitted operational context. Further financial capabilities can be added when their service and control requirements are met.
Bring the complete journey to the discussion: the person using your platform, the business being represented, the task to complete and the approval point. We will help identify the available integration scope and the additional relationships needed. You can then build around a real service boundary, with a clear route for extending it.
A business assistant that knows when to hand over.
Consider an assistant inside an industry platform. It helps an operator prepare a supplier instruction, gathers the relevant business context and presents the proposed action together with its supporting information. A responsible person can review the complete request rather than reconstruct it from separate conversations.
If execution is enabled, the application follows the provider’s confirmed state. If it is not, the workflow ends with a prepared hand-off instead of implying that money has moved. The platform still delivers value: less preparation, a clearer decision and a consistent record of the user’s intent.
Good questions.
Clear answers.
Do we have to give up our customer experience?
No. The integration is intended to support your product experience. The service scope and the responsibilities of your platform, the business and the provider are agreed separately.
Can an agent use every financial service through one integration?
Only the capabilities explicitly enabled for its principal and scope. Account information, preparation and financial execution are separate permissions and may have different availability.
What should we bring to the first conversation?
A concrete user journey, the responsible business, the information required and the point at which a person approves an action.
A closer look.
Agent-enabled services are being introduced in stages. Access, permissions and financial capabilities are agreed during onboarding and depend on the service provider, jurisdiction and use case.
Where could we take you?
Tell us what you want to build, connect or make possible.