Toptal helps financial services startup launch AI agents and onboard new customers.
A financial services startup partnered with Toptal to turn early AI experiments into production-ready agents capable of automating complex back-office finance workflows.
Client
A UAE-based financial services startup automating back-office finance workflows with AI agents.
Employees
Revenue
Industry
Financial SoftwareDelivered Services
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The startup had begun experimenting with AI agents but lacked the specialized expertise to turn open-ended user requests into reliable finance workflows. The gap was blocking a major product milestone and limiting a key differentiator for customers and investors.
Solution
AI Reasoning Engine
Using Python, OpenAI models, and LangChain, Toptal built a reasoning engine that interpreted user requests and converted them into executable workflows for tasks such as reconciliations and approvals.
Reliable Workflow Orchestration
Toptal used Temporal.io to structure workflows from reusable logic blocks, adding validation and testing safeguards so AI agents could reliably execute complex finance processes.
Outcome
New Customer Onboarding
The production-ready finance agents assisted the startup in onboarding new customers and strengthening its positioning, with organizations seeking to automate back-office finance operations.
Stronger Investor Confidence
The new AI capabilities became a compelling part of investor demonstrations, earning highly positive feedback and strengthening confidence in the company’s product vision and next stage of growth.
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