Accurate, compliant answers about money
In financial services, a wrong AI answer is a compliance incident. BeforeQuery grounds every answer in your approved content with citations and audit trails.
Challenges in Fintech
Hallucinations are a regulatory risk
A chatbot that invents fee schedules or misstates dispute policies creates real liability. Generic AI tools trained on the open internet cannot be trusted with regulated product answers.
Sensitive data in support conversations
Customers paste account numbers and personal details into chat. Sending that raw to an LLM provider is a data-protection problem your compliance team will not accept.
Complex products, high question volume
KYC steps, transfer limits, settlement times, card disputes — the question space is huge and the tolerance for wrong answers is zero, so everything escalates to trained agents.
How BeforeQuery helps
Answers grounded only in approved content
RAG retrieval pulls exclusively from your indexed policies, help center, and product docs, with numbered citations on every answer and a transparent fallback instead of guessing.
PII masking and full auditability
PII is masked before content reaches the LLM, and every conversation is stored with full traces — so compliance can review exactly what was asked and answered.
Human approval for sensitive actions
AI Actions that touch account data run through configurable approval rules and a human-approval queue, with a complete invocation audit log.
PII masking, OIDC/SAML SSO, restricted document visibility, audit logs, and conversation traces support SOC 2 and financial-services compliance reviews.
Relevant sources & integrations
Common knowledge sources and integrations for Fintech teams.
Frequently asked questions
How do you prevent the AI from inventing fees, rates, or policy terms?
Answers are generated only from your indexed, approved content via retrieval-augmented generation, with numbered citations on every claim. When retrieval confidence is low, the assistant returns a transparent fallback to your support channel instead of guessing.
What happens when customers paste account numbers or personal data?
PII is masked before content reaches the LLM, and conversations are stored with that masking applied. Combined with encryption in transit and at rest, this keeps sensitive customer data out of model prompts.
Can compliance review what the AI actually said?
Yes. Every conversation is stored with full traces of the question, retrieved sources, and answer, alongside workspace audit logs — so compliance can audit exactly what was asked and answered.
Can the AI take actions like initiating a dispute or refund?
Only under your rules. AI Actions run through configurable approval policies and a human-approval queue, with a complete invocation audit log, so anything touching accounts or money can require sign-off.
How long does setup take?
Most teams are live the same day. Connect a source — a docs URL, GitHub repo, Notion workspace, or a file upload — and BeforeQuery crawls, normalizes, chunks, and embeds the content automatically. The website widget is a single script tag, and the Slack/Discord bots install in a few clicks.
Are answers backed by citations?
Yes. Every answer includes a structured citations list with the URL, title, and excerpt of each source used, so users can click through and verify any claim against the original document.
Is my content used to train AI models?
No. Your indexed content, embeddings, and conversations are isolated to your workspace and are only used to answer your own questions. Content is never shared across customers, and data is encrypted at rest and in transit.
Is there a free plan?
Yes. The Free plan includes 1 project, 500 indexed pages, and 100 AI questions per month — no credit card required. Pro comes with a 14-day free trial, and Enterprise plans add SSO, audit logs, and advanced governance features.
Other industries
SaaS
Deflect tickets, unblock onboarding, and turn your help center into an answer engine that keeps up with weekly releases.
Healthcare
Answer portal, billing, and policy questions from approved content only — with the privacy controls health organizations require.
E-commerce
Shipping, returns, sizing, and order-status questions answered instantly — including live lookups via AI Actions.
Bring AI answers to your Fintech team
Connect your knowledge sources and see cited AI answers in minutes — free, no credit card required.
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