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Financial AI

Financial AI that understands money.

Build assistants that understand accounts, spending, transactions, and financial goals, and can act on them. Financial AI grounded in real data, gated by real controls.

Grounded, not guessed

A financial assistant that invents a balance is worse than none at all. TwelveAI grounds every answer in live data, so "how much did I spend on logistics?" returns a real number, traceable to a real source.

Specialist agents

Agents you can trust, each an expert at one job.

TwelveAI ships focused financial agents that share context in one conversation. Each is scoped to its own tools and confirms anything that moves money.

confirms writes

Payments agent

Sends money and verifies recipients before anything moves.

Example

Send ₦50,000 to my landlord.

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Accounts agent

Answers about balances and account details, grounded in live data.

Example

What's my available balance?

get_balance
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Transactions agent

Explains spending and statements across any period or category.

Example

How much did I spend on logistics this month?

get_statement
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FX & swaps agent

Quotes rates and converts between currencies, with target-rate rules.

Example

Convert $500 to naira at 1,600 or better.

get_rateswap_funds
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Cards agent

Issues and controls virtual dollar cards, freeze, limits, reveal.

Example

Freeze my dollar card until tomorrow.

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Airtime & bills agent

Buys airtime and data and pays utility bills across providers.

Example

Buy ₦2,000 MTN airtime for 0803…

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Beneficiaries agent

Finds and saves payees so repeat transfers are one sentence.

Example

Save Sarah as a beneficiary.

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Support agent

Resolves issues with real financial context, not scripted FAQs.

Example

Why did my transfer to Sarah fail?

get_statementget_balance
Least privilege

Each agent can call only the tools its job requires.

Human-in-the-loop

Anything that moves money needs explicit confirmation.

Grounded

Agents act on real data, never fabricated numbers.

Observable

Every decision and action is recorded and auditable.

In practice

Conversation becomes action.

Understanding, financial context, authorization, and execution, then a grounded response, all from one message.

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TwelveAI Assistant
grounded on live account data
How much did I spend this month?
Ask about accounts, spending, or send money…

What financial AI can do

Understand spending

Summaries and breakdowns across categories and periods.

Answer about accounts

Balances, transactions, and history in plain language.

Take action

Move money and manage cards, with confirmation.

Remember context

Preferences and beneficiaries across a conversation.

Financial AI with TwelveAI
12Built on real financial rails
Financial AI in practice

Infrastructure, not a demo.

Everything here runs on the same platform we operate for real customers, grounded answers, gated writes, and a full audit trail.

  • Understand spending. Summaries and breakdowns across categories and periods.
  • Answer about accounts. Balances, transactions, and history in plain language.
  • Take action. Move money and manage cards, with confirmation.
  • Remember context. Preferences and beneficiaries across a conversation.

Build with TwelveAI.

The AI infrastructure for conversational banking.