ChatFin
7 reviews
- 1 profiles
- 1 categories
Average star rating
4.9
Serving customers since
ChatFin Reviews
PS
Parth S.
Mid-Market (51-1000 emp.)Hands-On AI Finance Automation, With Room to Accelerate
I like that ChatFin helps us automate repetitive and manual tasks using AI. We started with one agent focused on JE submissions and now use it across five areas. The team is great to work with: they are hands-on, genuinely want to help automate finance workflows using AI, and understand AI and finance concepts. That makes it easier to explain the processes, work through the details, and move solutions to production after testing. I also found the initial setup fairly easy because the ChatFin team coordinated with our IT and Cybersecurity team to establish orchestration with our ERP system.
UB
Verified User in Banking
Mid-Market (51-1000 emp.)Great Finance Tool with Easy ERP Integration and Setup
Great tool for our finance users. Enabled integration to our ERP and everything else is easy to setup
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Easy OAuth Setup for Smooth ERP and Salesforce Integration
I enabled our ERP and Salesforce connection for our finance teams. Oauth is easy and works well with the rest of the stack.
About
What is ChatFin?
ChatFin is a technology vendor specializing in AI-driven financial communication solutions. The company focuses on enhancing customer engagement and support within the financial services sector through advanced chatbots and conversational AI. Their offerings aim to streamline client interactions, improve service efficiency, and provide personalized financial advice, catering to both businesses and consumers in the finance industry.
Details
Website
chatfin.ai