Financial operations, connected.
Your financial operations. Working smarter.
Bring verifications, transactions, and everyday financial tasks into one clear workflow—with an exclusive AI agent to help you move forward.
Banks and partners
Support for more than 500 banks in more than 150 countries.
Partners
- PayPal
- Stripe
- Solana
- Visa
- Wise
- Revolut
Platform
The work behind every transaction, organized.
BeFinanceAI keeps documents, requests, and their status together, so your team can see what’s done, what’s pending, and what needs a decision.
- 01
Verifications with context
Organize documents and request details to support a clearer review process.
Each document shows its own status: verified, being checked, or needing attention.
- 02
Clear transaction tracking
Bring operation details, stages, and status into a consistent view.
Every request moves through named stages, from received to ready for confirmation.
- 03
An agent for everyday tasks
Ask questions, prepare requests, and organize the next steps.
BeFinance Agent drafts the work. You review it before anything moves forward.
Request tracking
Every step, easier to follow.
Each request moves through clear stages, with its details and documents attached at every point. You can see where things stand—and what comes next—without chasing anyone for an update.
- Plain-language stages: received, under review, and ready for confirmation.
- Amounts, dates, and documents kept in one record.
- One clear next step, and nothing is sent until you confirm.
Workspace
Fewer loose ends. A clearer workflow.
Pending tasks and recent activity sit together, so follow-ups don’t get lost between inboxes and spreadsheets.
- Pending tasks with their request, contact, and due date.
- A short activity history for every request.
- Next actions visible at a glance.
BeFinance Agent
Your dedicated agent. Built into your workflow.
Ask for what you need in plain language. BeFinance Agent reviews the information in your workspace, prepares the task, and brings it back to you for review—so every decision stays with you.
BeFinance Agent
Try a request
Interactive demo. No real transactions are performed.
- Request, completed
- Preparation, completed
- Your review, in progress
You
Summarize my recent transactions.
BeFinance Agent · Ready for your review
- Collected 6 transactions from Oct 20 to Oct 24, 2026
- Grouped them by status
- Totaled completed money in and out
Here’s a summary of your 6 most recent transactions: 4 completed, 1 pending, and 1 payment waiting for your review—it hasn’t been sent.
Transaction summary
Transactions · Oct 20–24, 2026
- Money in, completed
- $13,140.00
- 2 transactions
- Money out, completed
- $3,399.00
- 2 transactions
- Needs your review
- $4,280.00
- 1 payment · not sent
| Date | Details | Amount | Status |
|---|---|---|---|
| Oct 24 | Halden Supply Co. Supplier payment · INV-0412 · not sent | −$4,280.00 | Awaiting your review |
| Oct 23 | Corvel Logistics Refund received · REQ-2046 | +$640.00 | Completed |
| Oct 22 | Aster & Vale Client payment · Invoice 1093 | +$12,500.00 | Completed |
| Oct 22 | Northgate Properties Office lease · October | −$3,150.00 | Completed |
| Oct 21 | J. Moreno Contractor payment | −$1,800.00 | Pending |
| Oct 20 | Software subscription Monthly plan | −$249.00 | Completed |
Halden Supply Co.
−$4,280.00
Oct 24 · Supplier payment · INV-0412 · not sent
Awaiting your reviewCorvel Logistics
+$640.00
Oct 23 · Refund received · REQ-2046
CompletedAster & Vale
+$12,500.00
Oct 22 · Client payment · Invoice 1093
CompletedNorthgate Properties
−$3,150.00
Oct 22 · Office lease · October
CompletedJ. Moreno
−$1,800.00
Oct 21 · Contractor payment
PendingSoftware subscription
−$249.00
Oct 20 · Monthly plan
Completed
Read-only summary. Nothing was changed.
How it works
From request to confirmation in three clear steps.
- 01
Describe what you need.
Start a request in plain language—for example, “Prepare a payment for invoice INV-0412”—or open one from your workspace.
- 02
Review the details and next steps.
BeFinance Agent gathers the relevant information and prepares the task. You see what was found, what’s missing, and what happens next.
- 03
Confirm and track your request.
Nothing moves forward until you confirm. Afterward, follow each stage of the request in one place.
Clarity and control
Automation you can follow. Decisions that stay yours.
BeFinanceAI is designed to make financial work easier to understand—and easier to oversee.
Organized information
Documents, amounts, and history stay attached to the request they belong to.
Understandable steps
Every request shows its current stage in plain language.
Review before sensitive actions
Payments are prepared as drafts and wait for your explicit confirmation.
Visible request progress
See what has happened, what’s pending, and who it’s waiting on.
FAQ
Questions, answered.
Straight answers about BeFinanceAI, BeFinance Agent, and what this page demonstrates.
What is BeFinanceAI?
BeFinanceAI is a fintech platform that uses artificial intelligence to support verifications, transactions, and everyday financial tasks. It keeps documents, requests, and their status in one organized workspace, with an exclusive AI agent, BeFinance Agent, to help you prepare and review your work.
How can BeFinance Agent help?
You can ask BeFinance Agent questions and make requests in plain language. It can review information, summarize activity, point out what’s still outstanding on a request, and prepare tasks, such as a payment, for your review. The agent examples on this site are an interactive demonstration that uses sample data.
Does the agent take action without my confirmation?
No. BeFinance Agent prepares tasks for you to review. Sensitive actions, such as payments, are presented as drafts with their details visible, and they move forward only after you confirm them. On this demo site, the agent’s drafts and payments are never sent.
Can I track my requests?
Yes. Each request shows its current stage in plain language, such as received, under review, or ready for confirmation, together with its details, documents, and recent activity.
How can I learn more about the platform?
Read the Platform page for an overview of what BeFinanceAI organizes and how each request moves forward.
Then try the product demo, a simulated workspace with sample data where you can also ask BeFinance Agent. Nothing you do there is sent.
The help center walks through each part, step by step.
Request a demo
More clarity for your next move.
See how BeFinanceAI can bring your verifications, transactions, and everyday financial tasks into one clear workflow.
Prefer email? Write to us at [email protected].