Financial infrastructure that runs itself

A system of specialized agents handles underwriting, capital, compliance, risk, fraud, support, and everything else needed to launch and scale high-quality financial products.

TRUSTED BY LEADING COMPANIES

Everything you need
to launch, run, and scale
financial products.

01
Underwriting Agent
Approves eligible businesses and adjusts credit limits as their activity grows. Uses platform, transaction, and business data to expand approval coverage without adding credit-check friction.
02
Capital Agent
Funds transactions directly and manages capital availability across your program. Your team does not need to raise, warehouse, or allocate funds manually.
03
Compliance Agent
Runs onboarding, verification, licensing, and monitoring workflows. Keeps legitimate customers moving while enforcing program requirements.
04
Risk & Fraud Agent
Monitors behavior in real time, identifies suspicious activity, and blocks fraud before losses reach your platform.
05
Support Agent
Handles payments support across phone, text, and email. Users get help from specialists while your team stays focused on the core product.

Underwriting Agent

Approves eligible businesses and adjusts credit limits as their activity grows. Uses platform, transaction, and business data to expand approval coverage without adding credit-check friction.

Capital Agent

Funds transactions directly and manages capital availability across your program. Your team does not need to raise, warehouse, or allocate funds manually.

Compliance Agent

Runs onboarding, verification, licensing, and monitoring workflows. Keeps legitimate customers moving while enforcing program requirements.

Risk & Fraud Agent

Monitors behavior in real time, identifies suspicious activity, and blocks fraud before losses reach your platform.

Support Agent

Handles payments support across phone, text, and email. Users get help from specialists while your team stays focused on the core product.

Designed to be LOVED by your users.

Automated onboarding & underwriting

Onboard businesses in minutes with a smooth experience that doesn't compromise on compliance. We handle everything from data collection to KYC/KYB and ongoing underwriting & monitoring.

Continuously ship new features

When we add new features to our embeddable components, updates are delivered automatically to your users with no engineering lift.

Focus on your differentiation

Go deep with our APIs wherever you create differentiated workflows. Delegate the undifferentiated heavy lifting to our embedded components.

Operate with confidence

Get direct access to our team on Slack to launch and run your program smoothly. Add embedded tier-1 support so your users always have access to fast, expert help.

Grow your business with financial infrastructure that adapts to your needs.

Spend more time shipping great features and delegate the undifferentiated heavy lifting to CapitalOS.

Book a demo

Financial infrastructure that runs itself

Everything you need to launch, run, and scale financial products.

Underwriting Agent

Capital Agent

Compliance Agent

Risk & Fraud Agent

Support Agent

Underwriting Agent

Capital Agent

Compliance Agent

Risk & Fraud Agent

Support Agent

Designed to be LOVED by your users.

Automated onboarding & underwriting

Continuously ship new features

Focus on your differentiation

Operate with confidence

Grow your business with financial infrastructure that adapts to your needs.

Everything you need
to launch, run, and scale
financial products.