Saris

What Saris does

Saris provides AI workflow agents specifically designed for community banks and credit unions to automate manual, expensive, and untraceable back-office operations. Their agentic workflows automate lending, compliance, and general operations, aiming to cut costs, protect revenue, and free up skilled teams. The solution is purpose-built for financial services and integrates directly into existing core banking and loan origination systems without requiring a rip-and-replace approach. Saris automates multi-step workflows, handling tasks from inbox management to core system updates, compliance, and audit trails, while keeping humans in control for supervision and approval.

Key capabilities

• End-to-end automation of back-office functions
• Agentic workflows
• Integration with existing core banking platforms, loan origination systems, document repositories, and communication tools
• Human supervision and approval for critical actions
• Logged, traceable, and reviewable actions
• Document intake, data validation, system updates, compliance, and audit trails
• Automated document review, income verification, data validation, and borrower communication for mortgages
• Automated document intake, fraud monitoring, income verification, and borrower communication for consumer lending
• Automated document-heavy lifting, including guarantor and entity docs, collateral verification, and financial spreading for commercial lending
• Automated post-close QC, including review of loan packets, account documentation, data triangulation, and exception flagging
• Automated review processes for compliance and risk teams, such as document verification, regulatory checks, and audit trail generation
• Cross-system validation
• Intelligent processing of documents from existing repositories (Outlook, OnBase)
• Management of team inboxes, including triage, prioritization, and categorization of inbound emails
• Extraction, review, and upload of documents to the right system
• Generation of outbound drafts for review
• Automated retrieval from third-party platforms and public records (county tax portals, UCC filing, insurance provider systems, Zillow, Social Security Administration)

Use cases

• Automating multi-step lending workflows
• Automating compliance workflows
• Automating operational workflows
• Reducing processing costs per workflow
• Increasing employee productivity
• Automating mortgage processes from origination to servicing (document review, income verification, data validation, borrower communication)
• Automating consumer lending lifecycle (document intake, fraud monitoring, income verification, borrower communication)
• Automating commercial lending from origination to portfolio management (collateral & asset verification, financial spreading)
• Streamlining post-close quality control (reviewing loan packets, data triangulation, exception logging)
• Automating review processes for compliance and risk teams (document verification, regulatory checks, audit trail generation)
• Validating financial records and reconciling member data via core banking systems
• Executing workflows without manual system-hopping
• Handling document uploads, data entry validation, status updates, and cross-system checks within loan origination systems
• Processing unstructured PDFs, scanned forms, and email attachments
• Triaging, prioritizing, and categorizing inbound emails
• Searching, verifying, and matching external data from public records and third-party platforms

AI approach

Saris uses agentic workflows and AI agents to automate multi-step lending, compliance, and operational workflows for banks and credit unions. The AI agents are trained on specific workflows, systems, and standards of the financial institutions. They handle tasks like document review, data validation, system updates, compliance, and audit trails, working under human supervision. The company emphasizes building purpose-built AI for financial services.

Tech named: AI agents, agentic workflows

Industries served

• Financial Services
• Banking
• Credit Unions

What it says sets it apart

• Purpose-built for financial services
• Integrates directly into existing core banking and LOS platforms (no rip-and-replace required)
• Automates 70% of tedious, complex tasks without engineering required
• White-glove service for deployment, integration, and optimization
• Guaranteed ROI (e.g., 300% productivity increase, 9.8X cost reduction)
• Built to handle complex operational tasks that other automation cannot
• Keeps humans in control with supervision and approval mechanisms
• Secure, compliant, and auditable processes
• One platform connecting every department (lending, compliance, operations)
• AI agents trained on specific workflows, systems, and standards of the institution
• Focus on human + AI collaboration to empower employees
• Addresses the gap where large technology companies spend billions on AI but banks and credit unions are left behind

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.