Talk to an Expert

Talk to an Expert

Pricing

The AI-Powered WorkOS for Financial Services

Streamline compliance, portfolios, and digital workflows with Kroolo’s intelligent WorkOS.

Get Started for Free

right-section-image

All-in-One Financial Solution

Kroolo brings every essential financial tool into one AI-powered platform, optimizing efficiency and decision-making.

Fast Track KYC Process

Rapid ingestion and processing of customer documents
Advanced OCR combined with vision-language models to accurately extract and structure data from complex documents
Automate steps from data capture to verification
Maintain comprehensive, audit-ready records

Kroolo's AI Edge

Launch a fully trained agent from a single prompt. No code, no delay.

featured-image

Specialized AI Agents

Compliance Monitor updates your policies the moment regulations change
Portfolio Advisor recommends timely trades and rebalance moves
Loan Risk Assessor assigns real-time risk scores to every application
Fraud Detection Bot flags suspicious activity around the clock

Kroolo's AI Edge

Launch a fully trained agent from a single prompt. No code, no delay.

featured-image

Intelligent Project Management

Compliance roadmaps & audit remediation plans
Loan lifecycle boards from origination to servicing
Fraud-case workflows with escalation triggers

Kroolo's AI Edge

Drop in any doc; get a complete project board in under 60 seconds.

featured-image

Centralized Knowledge Hub

Regulatory policy centre & evidence locker
Loan documentation hub with version history
Risk & compliance dashboards linked to live data

Kroolo's AI Edge

Ask AI pulls answers from any file and cites the exact source.

featured-image

Digital Transformation Desk

Instant financial reports
Quick Compliance check by uploading financial documents
Real time insights and financial forecasts

Kroolo's AI Edge

Agents are not linked to risks and projects please remove this.

featured-image

Empowering Every Role

Kroolo gives every professional the clarity, speed, and oversight they need, no matter their seat at the table.

For the IT & Transformation Leaders

Map legacy systems and plan phased integrations visually.
Monitor cybersecurity posture with live policy checks.
Track every change request and incident in unified boards.

Kroolo Features:

Projects
Integrations
AI Agents
Dashboards

Explore our solutions

For the Investment & Wealth Managers

Get AI alerts to rebalance portfolios ahead of market shifts.
Auto-generate client-ready performance reports and reviews.
Drill into holdings, fees, and KPIs from one live dashboard.

Kroolo Features:

Projects
AI Agents
Dashboards
Time & Financials

Explore our solutions

For Compliance Teams

Track every regulation update in one dashboard.
Secure a tamper-proof audit trail for faster evidence gathering.
Launch remediation projects with a single click when gaps appear.

Kroolo Features:

Docs
Projects
AI Agents
Dashboards

Explore our solutions

For the Loan & Credit Officers

Assign real-time risk scores to every application.
Manage the full loan lifecycle on intuitive boards.
Trigger exception workflows the moment red flags surface.

Kroolo Features:

Projects
AI Agents
Docs
Automations

Explore our solutions

Ready to Take Your Agency to the Next Level?

Join thousands of successful agencies already using Kroolo to streamline operations, delight clients, and boost profitability.

Start a Free Trial

Schedule a Demo

flexible-feature-image

For the Project Managers

Manage timelines, resources, risks, and team communication with AI-powered dashboards and collaboration tools.

flexible-feature-image

For the Creatives

Streamline campaign ideation, review processes, and asset management with AI-powered content optimization.

flexible-feature-image

For the Strategists

Plan campaigns, analyze ROI, and optimize resource allocation with integrated strategy tools and automation.

Get Kroolo, The best of AI and Work Management

Start for Free. Upgrade anytime!