AI-enabled sales and product platform for life insurance and pensions
Authorization and control layer for AI agent payments
Stage
Not given
Not given
Founded
2023
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Based in
DE
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Pricing model
Contact for pricing
Paid
Pricing
Not given
Team Starter: $39.99/month for up to 100 transactions per month. Team Pro: $174.99/month for up to 500 transactions per month. Additional transactions: $0.40 per transaction beyond plan limits. Individuals: 1.5% per transaction ($0.50 minimum), no subscription required, first 5 transactions free. Ne
Key features
AI co-pilot assistant for human advisors to automate admin tasks
Omnichannel customer activation across voice, chat, mobile and web
Seamless handover from digital to advisor with context
Rapid product launch in 4-6 weeks
Customer profiling in 3 minutes
Compliance orchestration layer
Single-use virtual cards for each approved purchase
Per-transaction, daily, weekly, and aggregate spending limits
Auto-approve threshold for small purchases
Merchant allowlist with subdomain matching
Complete audit trail of all transactions
OAuth integration with Claude, ChatGPT, Claude Code, Codex and Cursor
Team budgets and rules with shared envelope
Per-member and per-agent transaction recording
Visa and Mastercard support
MCP-native integration
What makes it different
Up to 65% efficiency gain with AI financial advisor
BaFin-licensed and regulated asset manager
German pension reform expertise with AVD and Riester migration
Real card and funding details never exposed to agents
Each card works once, then is dead
Server-side enforcement of all spending rules
One breach leaks only one disposable card, not funding source