It’s been an exciting start to the year.

Last month, we launched AgentFlow, an all-in-one agentic AI framework. Last week, we officially released the first of the four AgentFlow modules, called Process.

Think of modules as Lego blocks. Each one has its own function, but when you stack them together, you get an entirely new level of capability.

The Process module extracts, classifies, and structures data for Agentic AI, RAG and GenAI. You can use it individually if that’s all you need.

But you can also connect Process with other modules to further leverage your data and automate end-to-end workflows:

• With Search, you can turn data into insights and retrieve both using natural language;

• With Decide, you can analyze that data to make automated, context-aware decisions;

• With Create, you get a workflow that doesn’t just process information but generates fully-formed, data-backed business documents.

Each module functions on its own. Together, they form a powerful, automated system that adapts to your business needs.

Want to see how it works live? Book a demo with our team.

Join us for an exclusive Springtime Happy Hour for insurance and finance industry leaders on April 2, from 6:30 - 9:00 PM at Bathtub Gin in New York City.

Sign up below for a fun networking session, live music, and a premium open bar.

This Week: The Future of AI in Small Business Banking With Jeremy Hodges

Can AI make banking more efficient without losing the human touch? How can automation improve small business lending while maintaining trust and transparency?

Jeremy Hodges, Live Oak Bank’s CTO, shares how his team balances fintech innovation with high-touch customer service.

We covered:

• How AI streamlines loan approvals without replacing human bankers

• Why might small businesses trust AI-driven banks more than traditional ones

• The role of AI in improving customer interactions and reducing paperwork

• How Live Oak Bank uses automation to put humans back at the center of banking

• The real future of AI in small business finance—is it an enabler or a disruptor?

AgentFlow: AI that Fits In, Not Takes Over

AI doesn’t have to mean ripping out your existing systems. With AgentFlow, you can integrate AI into your workflows without expensive migrations and disruption.

Our founder explains how AgentFlow acts as an intelligence layer over your CRM, document management system, and internal databases, making AI a true team player without the headaches of a full tech overhaul.