Rapidfolio

Rapidfolio is an AI operations platform that automates back office workflows for banks and fintech companies. It converts written procedures into deterministic agent workflows that execute the same steps every time, so compliance and operations teams can hand over work such as KYC and KYB reviews, sanctions and watchlist screening, periodic account reviews, loan underwriting, payment dispute handling, reconciliation and fraud alert investigation. It is built for regulated financial institutions where every decision must be traceable. Each run records inputs, outputs, tool calls and decisions in an immutable audit trail, and human review gates let a reviewer approve or reject a step with the approval logged. Workflows are triggered from Jira tickets, webhooks or schedules, and the platform ships with integrations for identity and screening vendors including Onfido, Persona and ComplyAdvantage, alongside Jira and Slack. Role based access control, encryption at rest and in transit and SOC 2 compliance cover the security requirements typical of bank procurement. Pricing is not published. Rapidfolio sells through a sales conversation and quotes each deployment individually. The vendor's stated position is that its agents follow the procedure as written rather than improvising, which is the property that makes the audit trail meaningful to an examiner. The published customer examples are all in onboarding review, watchlist processing and operations queue reduction.