Banks

Large and mid-size banks providing banking services to mid-market clients.

Banks using AI co-pilots to enhance B2B services, drive revenue, and win new clients.

PARTNER VALUE PROPOSITION

Why Partner With Hyperbots as Banks?

  • Enhanced Services: Banks can offer Hyperbots Co-pilots as value-added solutions, improving finance automation for their B2B customers.

  • Revenue & Differentiation: Hyperbots helps banks create new revenue streams & stand out by offering advanced AI services.

  • Winning New Deals with AI Agents: Hyperbots advanced AI capabilities empower Banks to differentiate their offerings & win new client contracts.

Challenges Faced by Banks

The banks face several challenges that impact their ability to deliver and grow their existing services and solutions.

Table highlighting key challenges banks face in delivering and growing their services.

Hyperbots Co-pilots Available for Banks

Hyperbots co-pilot extracts invoices, validates, matches, & posts to GL

Invoice processing co-pilot

Extracts invoice data, matches with POs/GRNs, prevents fraud, and suggests GL coding. Enables 80% Straight-through Processing.

Automatic calculation & reversal of accruals upon invoice receipt

Accruals processing co-pilot

Hyperbots' Accruals Co-pilot automates accruals, ensures accurate expense/revenue recognition, and streamlines financial close with AI insights.

Automated PR & PO management with AI-driven workflows & ERP sync.

PR/PO co-pilot

Hyperbots' PR/PO Co-pilot automates PR/PO processes, ensuring accuracy, compliance, and optimized procurement with AI-driven approvals and budget matching.


Payment co-pilot automates approvals, timing, & methods

Payments processing co-pilot

Hyperbots' Payments Co-pilot automates payments, ensuring accuracy, compliance, and timely transactions while optimizing cash flow and controls with AI.

Vendor management co-pilot co-pilot automates vendor onboarding & verification

Vendor management co-pilot

Hyperbots' Vendor Management Co-pilot streamlines onboarding, compliance, and performance monitoring, enhancing collaboration and mitigating risks with AI.

Tax co-pilot for line item coding, sales tax checks, and invoice syncing

Sales tax verification co-pilot

Categorizes line items by tax codes, verifies sales tax, suggests jurisdictional withholding rates, and integrates with the Invoice Processing Co-pilot.

Addressing the Challenges with Hyperbots Co-pilots

how Hyperbots Co-pilots help banks overcome challenges and enhance services.

Key general capabilities of

Hyperbots AI Co-pilots

Hyperbots Co-pilots offer unlimited user access with no extra cost or per-user licensing limits.

Unlimited access

Enjoy unlimited user access with no per-seat licensing—enabling seamless collaboration and effortless scalability across your organization.

Hyperbots Co-pilots deliver industry-specific finance AI with tailored workflows, tax checks, and docs.

Industry specific

Hyperbots provides industry-specific finance AI with customizable workflows, document handling, and tax validation—ensuring accurate, compliant processing tailored to sector-specific needs across industries like manufacturing, retail, healthcare, logistics, and more.

Hyperbots Co-pilots offer no-code customization for ERP, workflows, and GL structures.

Company specific

Hyperbots enables no-code customization for company-specific needs—adapting workflows, ERP integrations, GL structures, and business rules through Agentic AI to ensure seamless alignment with organizational processes and finance operations.

Hyperbots integrates with ERPs and systems for real-time, secure, and scalable AI automation.

Integrations

Hyperbots integrates seamlessly with ERPs, procurement platforms, and other enterprise systems—enabling real-time, secure, and scalable data exchange to power end-to-end AI automation across finance and operations

Hyperbots Co-pilots work 24x7, automating tasks and alerting humans to exceptions for efficiency.

24X7

Hyperbots Co-pilots run 24x7—automating invoice workflows, monitoring tasks, and alerting humans only when needed. This ensures uninterrupted operations, faster turnaround, and continuous productivity across finance and procurement teams.

Hyperbots Co-pilots enable seamless human collaboration with exceptions, approvals, insights, and learning.

Human-in-the-loop

Hyperbots Co-pilots enable human-in-the-loop collaboration through exception handling, approval workflows, and contextual insights—ensuring control, transparency, and continuous learning where human judgment adds value.

Hyperbots Co-pilots use Agentic AI’s domain training and collaboration for scalable, tailored automation.

Process specific

Powered by Agentic AI, Hyperbots Co-pilots deliver process-specific automation through domain-trained models and collaborative agents—ensuring scalability, precision, and efficiency across finance operations like invoicing, approvals, and GL coding.

Hyperbots Co-pilots use Redaction, OCR, LLMs, VLMs, MOE, Reasoning, and more for smart, efficient tasks.

Intelligence elements

Built on the Agentic AI platform, Hyperbots Co-pilots combine OCR, LLMs, VLMs, MOE, reasoning, redaction, math interpretation, and predictive engines to deliver intelligent, efficient automation across complex finance workflows.

Hyperbots Co-pilots self-learn to adapt workflows, improve accuracy, and meet evolving business needs.

Self learning

Hyperbots Co-pilots use self-learning AI to adapt to company-specific workflows, improve accuracy over time, and continuously align with changing business rules, exceptions, and process variations—driving smarter automation with every interaction.

Hyperbots Co-pilots with workflow, notifications, security, analytics, SSO, audit, and roles

Functional elements

Hyperbots Co-pilots offer functional elements like workflows, notifications, security, analytics, SSO, audit trails, user portals, permissions, and observability—ensuring secure, configurable, and auditable operations across teams and systems.

Hyperbots Co-pilots: ready-to-deploy, no-code, with pre-trained agents and ERP connectors

Ready to deploy

Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained AI agents and native ERP connectors—enabling rapid, customized setup without third-party integrations or development overhead.

Hyperbots Co-pilots AI-native design delivering precision and productivity in finance

AI-native

Hyperbots Co-pilots are AI-native by design—built from the ground up for finance automation, delivering purpose-built precision, transformative productivity, and measurable value across accounting, invoicing, and approval workflows.

FAQs: Partnerships with Banks

How do Hyperbots Co-Pilots help banks achieve business growth?

Hyperbots Co-Pilots, such as the Invoice Processing, Payment, and PR/PO Co-Pilots, enable banks to offer value-added services to their B2B customers, helping them improve financial processes, enhance customer retention, and generate new revenue streams.

How do Hyperbots Co-Pilots enhance customer satisfaction for bank clients?

By integrating Hyperbots Co-Pilots, banks can provide their B2B customers with advanced automation solutions that streamline financial workflows, reduce errors, and improve operational efficiency, enhancing overall satisfaction.

Why should banks partner with Hyperbots?

Partnering with Hyperbots enables banks to offer differentiated, AI-powered value-added services, improve customer retention, and open new revenue streams through finance automation for their B2B customers.

What is the role of the bank in implementing Hyperbots Co-Pilots?

Banks coordinate with their B2B customers to facilitate deployment, ensure smooth onboarding, and support the adoption of Hyperbots Co-Pilots to maximize client value.

What is the role of Hyperbots in implementation?

Hyperbots provides the technical expertise, customizes Co-Pilots to client-specific needs, and ensures seamless deployment while offering ongoing support for the bank and its customers.

How should banks position Hyperbots for B2B customers already using an ERP?

Hyperbots Co-Pilots enhance existing ERP systems by automating time-intensive processes, increasing accuracy, and delivering measurable outcomes like cost reduction and productivity improvements.

How should banks position Hyperbots for B2B customers already using workflow automation software?

Hyperbots Co-Pilots complement existing workflow tools with advanced AI capabilities, offering finance-specific insights, seamless ERP integration, and precise results with no approximations.

How is a bank selected as a partner?

Hyperbots selects banks based on their commitment to innovation, ability to deliver value-added services to B2B clients, and alignment with Hyperbots’ mission to transform financial operations with AI.

How is a bank onboarded as a partner?

Banks receive comprehensive training on Hyperbots Co-Pilots, access to implementation and technical resources, and support from a dedicated partner manager. Sales and marketing enablement materials are also provided.

What models exist for partnership?

Hyperbots offers flexible partnership models, including:

  • Referral Model: Banks refer their B2B customers and earn referral fees.

  • Reseller Model: Banks resell Hyperbots Co-Pilots as part of their value-added services.

  • Strategic Alliance Model: Banks collaborate with Hyperbots to co-create and deliver integrated financial automation solutions.

Why Hyperbots Agentic AI Platform?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

Finance specific

Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.

Best-in-class accuracy

Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.

Synthesis of unstructured and strutured finance data

Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.

Pre-trained agents with state of the art models

Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.

Company specific inference time learning

Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Join today as
a partner!

Book a demo with one of our Financial Technology Consultants to get started!