Intelligent Customer Service for Banking
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Listed By
Beyond Group GmbH / Beyond Bot AI
Lucas Glacas
About
Lucas Glavas is the Co-Head and Co-founder of Beyond-Bot.ai. He plays a key role in leading the company's mission to revolutionize how agencies and medium-sized enterprises interact with their customers. Under his leadership, Beyond-Bot.ai provides a comprehensive AI platform designed to simplify communication, automate routine tasks, and enable personalized experiences, ultimately boosting productivity and allowing businesses to focus on their core operations.
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Smart Accounting Automation – Your Paperwork, Handled Automatically
This workflow is designed for modern accounting firms that want to eliminate manual document handling without forcing clients to change their habits. It fully automates the process of collecting, organizing, and accessing client documents – saving hours of tedious work every week. What’s included in the workflow: Automatic document collection from email OCR + document classification (invoices, contracts, bank statements) Data extraction (company name, amount, tax ID, date, categories) Archiving into structured folders Saving to a RAG database (e.g. vector format) Optional integration with AI Assistant for smart document search (e.g. “Show me VAT invoices from Orlen, March 2023”) This isn’t just a single automation – it’s a full system that: ✅ Eliminates 90% of manual document sorting ✅ Speeds up your accounting workflows ✅ Lets your clients keep using email (no new portals!) ✅ Works 24/7 – with no mistakes
Accend
Accend offers human-in-the-loop AI agents designed for financial statement spreading and analysis, delivering results with same-day turnaround. The AI streamlines the extraction of insights from financial statements, while an expert internal team ensures accuracy and reliability through thorough reviews. Companies such as Slope, Pleo, Rho, and Evergrow have utilized Accend to reduce application processing time by 80%, significantly improving credit underwriting and onboarding efficiency.
Liberty Agent Settlement
Agent Settlement: escrow and credits for agent jobs. Live demo: https://liberty-amber.vercel.app/#fees and /#validate /#simulate /#create. money:false; demo only; scoreboard zeros: external_users=0, paid_pilots=0, revenue_usd=0. Listings != users.
Retape
Retape automates call center operations for debt settlement companies by integrating AI into CRM systems. It identifies debts that need settlement and conducts negotiations with creditors over the phone.
Balance
Balance is an AI accountancy tool designed to assist SMBs in closing their monthly books. It functions like an in-house finance hire by managing tasks such as chasing unpaid invoices, preparing monthly reports, and identifying potential issues before they escalate.
DisputeNinja
DisputeNinja automates chargeback processes for software and AI startups, aiding in revenue recovery.