Underwrite faster and catch fraud sooner
Connect risk, finance, and compliance data on Microsoft Fabric so every report and agent works from the same governed numbers.
Financial services problems we solve
Credit decisioning
Underwriting teams reconcile income, collateral, and policy checks across separate systems.
Financial services AI solutions
Loan Underwriting Agent
Verifies income, assesses collateral risk, and enforces lending policy in one auditable workflow, on Microsoft Agent Framework and Azure OpenAI.
Give credit teams a consistent, traceable basis for every approval decision.
Proof of Expense Scanner
Extracts, validates, and categorizes receipt data from uploads and raw text through a multi-agent Semantic Kernel pipeline with vendor recognition built in.
Take the manual keying out of expense processing and catch errors before reimbursement.
Invoice PO Matching Agent
Matches supplier invoices against purchase orders to flag discrepancies, assess financial risk, and recommend next steps for accounts payable teams.
Catch billing discrepancies before payment rather than during the quarterly review.
Expense Trend Analyzer
Computes financial metrics, spots spending trends and anomalies, and recommends action in an interactive dashboard.
Show finance leaders where spend is drifting while there is still time to act.
Need a financial services AI capability not listed here?
We build banking, capital markets, and finance agents on Copilot Studio and Azure AI using your data, processes, and governed semantic models.
Talk to our team →Case studies
Delivering accurate business answers with a Microsoft Fabric data agent
Fortune 500 conversational data agent directly applicable to finance reporting and Q&A, built on Microsoft Fabric.
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Transforming finance with agentic AI solutions
MAQ Software's own finance agentic-AI post covering invoice processing, financial planning and analysis (FP&A), expense anomaly detection, close automation, and compliance.
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Reshaping industries with agentic AI solutions
Covers financial services among other functions including lead and knowledge agents powered by agentic AI.
Read the storyMarketplace offers
Banking Service Agent
Service agent that resolves routine banking questions end to end and hands human agents full case context when a call needs a person.
Explore offerRelationship Manager Assistant for Banking and Wealth
Assistant that prepares client briefings, surfaces portfolio changes, and drafts follow-ups so relationship managers spend more time with clients.
Explore offerIntelligent Lending and Mortgage Agent
Agent that collects borrower documents, checks completeness, and moves lending and mortgage applications through origination without manual chasing.
Explore offer