AI Tools Catalog
84 AI productivity tools across 17 categories, mapped to your FinTech department.
Fireflies.ai
AI meeting notes with CRM sync and task detection
Krisp
Bot-free noise cancellation + transcription, audio stays local
Fellow
Meeting assistant with native Jira action-item sync
Read AI
Multi-platform meeting intelligence with Atlassian integration
Loom AI
Async video messaging with AI notes, native Atlassian
MeetGeek
Auto-sync recordings, transcripts, and highlights to Jira
Grammarly Enterprise
AI writing assistant with brand tone and style guides
MagicHow
Auto-screenshot SOP generator from screen recordings
Scribe
Auto-generate step-by-step guides as you work
Tango
Click-by-click visual process documentation
Glitter AI
Screen + voice capture to step-by-step docs
Microsoft Copilot
Built-in AI for drafting, summarising, and triaging email
Lindy AI
Agentic email workflow automation across systems
Superhuman
Speed-optimised email client with AI drafting and triage
MailMaestro
Fast, tone-aware AI email drafting for professionals
Clean Email
AI inbox cleanup and rule-based filtering
Bricks
Upload CSV/Excel, get instant AI dashboards and charts
Julius AI
Chat with your data — charts, summaries, scheduled reports
Rows
AI-powered spreadsheet with data enrichment and automation
Microsoft Excel Copilot
AI assistant built into Excel for formulas, analysis, charts
Numerous.ai
AI functions inside existing spreadsheets
Formula Bot
AI formula generation and data analysis in spreadsheets
Nanonets
No-code AI document extraction and workflow automation
Klippa DocHorizon
AI OCR with built-in verification and anonymisation
Reducto
High-accuracy parsing for complex PDFs, spreadsheets, slides
Nutrient (PSPDFKit)
AI document processing SDK for extraction and annotation
Cradl AI
Train custom document extraction models without code
Glean
AI enterprise search across all internal systems
GoSearch
Faster, cheaper Glean alternative with agentic workflows
Guru
Verified knowledge base with proactive surfacing
Atlassian Rovo
AI search and agents across Atlassian products
Workato
Enterprise iPaaS with governance (already deployed, fragile)
Zapier
Largest no-code automation platform with AI agents
Make (Integromat)
Visual workflow builder with complex logic support
n8n
Open-source workflow automation with 70+ AI nodes
Lindy AI
Build AI agents without code for cross-app workflows
Albato
Low-code automation with drag-and-drop builder
HubSpot Breeze AI
Native AI for CRM enrichment, meeting briefs, deal insights
Alai
AI sales deck generator connected to CRM pipeline data
Clay
AI data enrichment and outbound prospecting platform
Cirrus Insight
AI sales forecasting and pipeline intelligence
Zendesk AI
Native AI for ticket classification, routing, and agent assist
Intercom Fin
AI chatbot for live chat with agent co-pilot
eesel AI
AI agent + copilot + triage bundle for helpdesks
CoSupport AI
Patented context-aware AI for ticket responses
Fini
Reasoning-first AI for regulated industries
Napier AI
AI AML platform with sandbox for non-technical rule testing
Sardine
Behaviour-based fraud and compliance platform
Diligent AI
Autonomous AI analysts for KYC/AML compliance
Sumsub
Unified KYC/KYB/AML with biometric verification
WorkFusion
AI agents purpose-built for financial crime compliance
Ondato
KYC/AML/age verification with AI Ranger assistant
ComplyAdvantage
AML screening and monitoring (currently deployed)
Krisp
Bot-free transcription + noise cancellation, audio on device
Otter.ai
AI meeting transcription with live captioning
Fireflies.ai
Voice-to-action: transcribe, summarise, create tasks
Microsoft Dictate
Built-in voice dictation across M365 apps
Sider AI
Multi-model AI sidebar on every webpage
Merlin AI
Multi-AI browser extension with summarisation and web tools
Arc Browser
Productivity-focused browser with built-in AI features
Gamma
AI presentation builder with modern card-based format
Beautiful.ai
Smart-layout slide builder that enforces brand consistency
Prezent AI
Data-to-deck pipeline with brand governance at scale
Plus AI
AI add-on for Google Slides and PowerPoint
ChatSlide
Turn data into QBR presentations with charts and KPIs
Reclaim AI
AI calendar that auto-schedules focus time, habits, and tasks
Microsoft Copilot (Calendar)
AI-powered scheduling within Outlook and Teams
Schedly
AI-assisted scheduling with customisable workflows
Timefold
AI employee scheduling with staffing forecasts
Atlassian Intelligence (Jira)
Native AI for ticket summaries, automation rules, sprint planning
Smart AI for Jira
Auto-generate child tasks; Sprint Planning Assistant
SuperNinja
AI agent that creates tickets, plans sprints, generates reports
eesel AI (Jira)
AI assistant for Jira with stale ticket detection
Chargebacks911 / Fi911 UDMS
First Disputes-as-a-Service platform for acquirers and merchants
Chargeflow
AI chargeback automation with 80%+ win rate claim
Justt
AI dispute optimisation with ROI-based fight/accept decisions
Sift
ML-powered evidence identification and managed services
Disputifier
Automated chargeback response and prevention
DeepL
High-quality AI translation with enterprise integrations
Unbabel
AI + human translation for customer support at scale
LILT
Enterprise localization with domain-specific AI models
Phrase
Localization platform with translation memory and automation
Lokalise
Localization management platform (already in use)
Language I/O
Real-time support translation integrated into helpdesks
Quick Wins
Self-serve tools with free tiers. Adoptable this week without IT approval, procurement, or budget.
| Tool | Category | Free Tier | Time to Value | First Use Case |
|---|---|---|---|---|
| MagicHow | Writing & Editing | Free (Starter) | 5 minutes | Record one process, share as Confluence guide |
| Gamma | Presentation & Visual | Free (400 credits) | 10 minutes | Generate a QBR deck from a text outline |
| Fireflies.ai | Meeting & Notes | Free plan | 1 meeting | Auto-transcribe next standup, push to Jira |
| DeepL | Translation & Localisation | Free tier | 2 minutes | Translate a merchant email in Zendesk |
| Bricks | Spreadsheet & Data | Free (20 messages/mo) | 5 minutes | Upload chargeback Excel, get instant dashboard |
| Julius AI | Spreadsheet & Data | Free tier | 5 minutes | Upload settlement CSV, ask a question in English |
| Reclaim AI | Scheduling & Calendar | Free (Lite) | 15 minutes | Set up auto-scheduled focus blocks in Outlook |
| Formula Bot | Spreadsheet & Data | Free tier | 2 minutes | Generate a reconciliation formula in Excel |
| Sider AI | Browser & Desktop | Free tier | 2 minutes | Summarise a long Confluence page from browser |
| Otter.ai | Dictation & Voice | Free plan | 1 meeting | Transcribe a Teams meeting with speaker labels |
| Krisp | Dictation & Voice | Free tier | 2 minutes | Enable noise cancellation on next call |
| Clean Email | Email & Inbox | Free trial | 5 minutes | Bulk-clean notification emails from Outlook |
| eesel AI | Support & Ticketing | Trial | 30 minutes | Simulate AI triage on last week's Zendesk tickets |
Cross-Department Winners
Tools serving 3+ departments with the highest organisation-wide ROI.
Microsoft Copilot
Already licensed; AI in Outlook, Excel, Teams, Word. Zero procurement friction. Addresses email triage, spreadsheet grunt, meeting prep across every team.
Glean
Already deployed. Cross-system search fixes 'Too Many Clicks' pain for CR, Sales, Compliance. Train teams to use it better vs buy more tools.
Zapier / Make
Replace fragile Workato recipes; connect HubSpot, Zendesk, Jira, Slack without code. Self-serve for individual teams.
Fireflies.ai / Krisp
Meeting notes to Jira tickets. Pre-call context. Privacy-first call recording. Solves meeting overhead for every team that has calls.
DeepL
Multi-language merchant comms, evidence translation, marketing localisation. Outlook + Zendesk native. Free tier for quick adoption.
Bricks
Replace Excel dashboards across departments. Upload CSV, get instant charts. No formulas needed. Kills the 'Listi' pattern.
MagicHow / Scribe
Auto-generate SOPs from screen recordings. Every department has documentation debt. Self-serve, free tiers available.
Atlassian Intelligence + Rovo
Already part of the Atlassian stack. AI ticket summaries, sprint planning, knowledge search. Zero additional procurement.
Lindy AI
Build AI agents without code. Email triage, CRM updates, workflow automation. One tool for multiple agentic use cases.
Gap Report
Department pains with no good tool available. These are opportunities for Claude Cowork skills.
| Pain Point | Department | Gap Description | Workaround |
|---|---|---|---|
| Scheme portal automation | Chargebacks | No tool directly automates login + upload + submission to individual scheme portals (Visa Resolve Online, Mastercard, AMEX). Chargebacks911 UDMS comes closest but requires acquirer-level integration. | Browser automation via Claude Cowork / RPA; manual until UDMS evaluated |
| Single-pane onboarding status | Onboarding | No tool provides a unified view across KMP, Jira, Zendesk, and HubSpot for merchant onboarding status. | Custom dashboard (Tableau / Bricks from exported data); Claude Cowork skill to aggregate |
| Nostro reconciliation | Finance | No self-serve AI tool handles bank-format Nostro reconciliation files. Generic spreadsheet tools help but don't understand payment settlement structures. | Excel Copilot + custom templates; Claude Cowork reconciliation skill |
| Excel 'Listi' migration | Chargebacks | The team's chargeback tracking lives in a shared Excel file. No tool auto-migrates this to a proper system. | Zendesk queue migration (in progress); Bricks for interim dashboards |
| Workato recipe debugging | Operations | When Workato automations fail, no AI tool helps diagnose why. Workato's own logs are opaque to non-engineers. | n8n or Make for new workflows; Claude Cowork for Workato log analysis |
| SOP staleness detection | Operations | No tool automatically detects when Confluence SOPs become outdated relative to actual tool changes. | Guru verified knowledge base; Claude Cowork scheduled Confluence audit |
| Pre-call data aggregation (15 min/call) | Retention | No single tool pulls merchant data from HubSpot + Zendesk + CSP + B-Admin + Tableau into one pre-call brief. | HubSpot Breeze AI for partial context; Claude Cowork pre-call briefing skill |
| CDD backlog prioritisation (26K+) | Compliance | 26K+ case backlog with no AI tool to intelligently prioritise which cases to review first based on risk signals. | Napier AI pCRA for new cases; manual risk scoring for backlog; Claude Cowork triage skill |
| Terminal troubleshooting AI | Customer Relations | No AI tool integrates with PAX terminal management for remote diagnostics. Agents must manually check PAX emea + Air Viewer. | Scribe-generated troubleshooting SOPs; Glean for knowledge search; escalation to field ops |
| Chargeback evidence translation | Chargebacks | Evidence documents in 10+ languages need translation before scheme submission. No tool combines PDF extraction + translation + re-assembly. | DeepL for translation + Nanonets for extraction (two-step); Claude Cowork skill to orchestrate |
Upgrade Opportunities
Maximise AI features in tools already deployed before buying new ones.
| Existing Tool | AI Feature to Activate | Department Impact |
|---|---|---|
| Microsoft 365 | Copilot (Outlook, Excel, Teams, Word) | All departments — email, spreadsheets, meetings |
| Zendesk | Zendesk AI ($2/resolution) | CR — ticket triage, auto-routing, agent assist |
| HubSpot | Breeze AI (included) | Sales — pre-call briefs, deal enrichment, pipeline forecasting |
| Jira/Confluence | Atlassian Intelligence + Rovo (included with Cloud plans) | Product, Ops — sprint summaries, ticket AI, cross-product search |
| Glean | Advanced prompting / Glean Chat | All — move from basic search to agentic Q&A across systems |
| Intercom | Fin AI agent + Co-Pilot improvements | CR — higher deflection rate, better agent suggestions |
| Grammarly | Enterprise tone/style guides | All — consistent merchant comms |