Define
Set the goal, the target and what agents may do on their own. Teams own the key results.
/define
└ clear aged payment cases
› under 5 days by end of Q1
› may email banks, refund ≤ £500
✦ goal set· 148 cases in scope
Trusted by the fastest growing and publicly traded regulated services.
Real results and outcomes in production.
98%of conversations reviewedUp from a 3% sample.Regulated digital bank
4×more issues caughtWith 3× fewer escalations.US business bank
50+ hrsof manual QA handed backEvery month, to the team.Regulated digital bank
Minutesto build a review sampleDown from a week.US business bank
How Rulebase works
Give agents a goal, not a script. They work every case until it’s done.
Improve
Every case, human or agent, is reviewed against your standard. Findings become fixes to how the work is done.
/improve
└ 412 cases reviewed this week
› finding: refund reference missing
› fix: rule updated, 37 cases corrected
‖ 2 changes awaiting approval
Achieve
Agents own each case to a verified outcome and count it toward the goal, week by week.
/achieve
✓ funds located
✓ evidence attached
✓ customer told
✦ KR 1 · 64% to target
Focus areas
Five areas of back-office
work, owned end to end.
We focus on payment investigations, quality assurance, invoice and supplier operations, reconciliation, and customer activation and churn.
Payment investigations
When a payment goes missing, an agent takes the case. It matches the customer's message to the transaction, traces it through every bank and partner, and confirms the money arrived or came back.
Learn more about payment investigationsQuality assurance
Agents review every case against your policies and procedures, flag what broke, and route the fix to the right owner so the same issue does not repeat.
Learn more about quality assuranceInvoice and supplier operations
When an invoice does not match, an agent takes the case. It checks the order and receipt, chases the supplier for what is missing, and clears the invoice for payment.
Learn more about invoice and supplier operationsReconciliation
Agents compare ledger, bank and processor records, investigate every break, and close it with the evidence attached.
Learn more about reconciliationCustomer activation and churn
Agents spot customers who stalled or went quiet, work out what is blocking them, and follow up until they are active again.
Learn more about customer activation and churn
Stas Johnson-ChyzhykovChief Operating Officer of Rho“Rulebase is AI for customer ops at fintechs. It watches every interaction, flags risk in real time, and works the follow-up.”
Oremeyi Adeola OkahChief Customer Officer of Interswitch01 / 03
Security and governance
for every agent action.
Agents act only within the permissions you set, pause for approval on high-risk steps and log every action with its evidence. No AI training on your data.
Read moreScoped permissions
Decide which systems, actions and limits each agent can use. Nothing happens outside that scope.
Human approval
Set approval points for high-risk steps. Agents pause and route the decision to the right person.
Full audit trail
Every action is logged with what was done, why, and the evidence behind it, ready for audit.
Certified security
SOC 2 Type II, GDPR and PCI DSS. AES-256 encryption at rest and TLS in transit.
Your back office runs on a dozen systems and teams. Give Rulebase a goal and an SLA, and its agents work across all of them until it’s met.
Runs on the stack
you already have.
Your systems hold the evidence. Rulebase agents work across them, chase what is missing and coordinate with your teams.
Where the evidence livesWorks the caseWhere the work goes
ERP & ledger
Payments & cards
CRM & data
Agents
Customer channels
Teams