Lending and collections
Schedules, fees, repayments, and staff roles. We built Cashterm for this desk. An agent here can draft a schedule change or a borrower message, and stop when a penalty, a waiver, or a credit decision is outside its role.
Industries
Where an agent belongs.
We work with companies of different sizes. The pattern is the same: a repeatable operation, a system of record, and a decision that should sometimes stay with a person.
Queues that never empty
Shared inboxes, approvals, status updates, and the notes nobody wants to file. The agent triages and prepares. People handle the cases that do not match policy.
Software companies
You already ship a product. We add an agent inside it — or build the product the agent will live in — without turning the roadmap into a science project.
Mobile workforces
Staff on a phone need the case, the draft, and a clear approve or reject. We build the iOS and Android surface that makes the handoff usable away from a desk.
Devices and sites
A reading, a fault, a threshold. IoT stops being a dashboard and starts a workflow: open the job, check the rule, notify the right role.
Teams that need capacity
Outsource a squad that can ship custom software and stay for the agent on top of it. Short iterations, continuous integration, and a backlog you can inspect.
Offshore developers →We would rather start narrow.
Industry labels are a way to talk. The engagement is a workflow. If yours does not fit a card on this page, that is not a reason to wait.
Bring the process you are tired of staffing by hand. We will tell you whether an agent should touch it.
CloudtriXYour operation
Describe the desk. We will sketch the role.
One conversation, one workflow. No platform commitment required to find out if this is the right shape of work.