Agentic financial intelligence for your customers

Kiro Money is an embedded financial intelligence layer for digital financial service providers. A single API that sits inside your product, grounded in user-specific accounts and data, and built to move users from intent to action without leaving your platform.

Agentic Financial Intelligence

Agentic financial intelligence for the next generation

Close the action gap. Kiro Money is the embedded intelligence layer that turns confused users into confident customers — inside your product, with your branding, grounded in their real accounts and goals.

Live user context Open banking (Plaid) Intent-aware actions Real-time market data Embedded guardrails
Backed & supported by
How Kiro Money works

Keep customers in your ecosystem. Turn moments of intent into action.

Kiro Money uses your institution's data to deliver contextual financial guidance, support customer decision-making, and connect customers to the right resources in your product — all inside your digital experience.

How Kiro Money works — data sources feed into the Kiro Money AI hub which routes to specialized tools and delivers personalized financial actions
Bank AccountsBalances, integrate with Plaid
TransactionsSpending patterns & categorization
Investment PortfolioHoldings, returns, allocations
Financial GoalsRetirement, home, emergency fund
Tax RecordsIncome, deductions, filings
Understands context
Reads the user's full financial picture in real time
Routes intelligently
Selects the right specialized agent for each query
Applies guardrails
Stays within compliance & topic boundaries always
Personalizes response
Tailors every answer to that specific user's situation
Stock Analyzer Tool
AAPL +3.2%
Housing Data Tool
+8.4% YoY
Tax Optimizer Tool
Save $2,340
Budget Planner Tool
On track
Retirement Calculator
Age 58 target
Opened HYSAAction
Booked Advisor MeetingAction
Opened Brokerage AccountAction
Completed Tax Savings RecommendationAction
Created Budget PlanAction

See Kiro Money in action

Watch how Kiro Money embeds personalized financial intelligence directly inside your product.

Launch in minutes, not months

Deploy Kiro Money within minutes instead of spending 12–18+ months building in-house. No AI/ML team required — configure the experience, embed it in your product, and launch with your branding, knowledge, and guardrails in place.

1

Configure

Set up your assistant in a simple dashboard — including content, tone, guardrails, and workflows.

2

Embed

Add Kiro Money to your product through a lightweight embed or API integration using your existing customer context.

3

Go live

Launch an embedded financial assistant in your own digital experience, then monitor engagement and tune performance from the dashboard.

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Kiro Money was fully integrated and live in under two weeks. Within the first 60 days, the experience drove more than 8,000 user messages — supporting personalized education, guiding users to action, and creating immediate value from launch.

FinTech/EdTech Case Study
Pricing

Transparent, usage-based scaling

Deploy financial AI agents with transparent, usage-based scaling. No hidden fees.

Basic
$49
per user / month*

Perfect for testing and small-scale integration experiments.

  • 1,000 messages per month
  • Copy-paste iFrame snippet
  • No auth required (anonymous)
  • No commitment
  • Anonymous context only
  • Kiro Money default LLM
  • 5 core tools
  • Generic financial AI agents
  • Logo + color branding
  • Docs + email support (72hr)
  • Multi-tenant (shared)
Get Started
Enterprise
Custom
dedicated infrastructure*

Complete white-label solutions with dedicated infrastructure.

  • 20,000+ messages per month
  • REST API + iFrame + custom build
  • OAuth 2.0 + API keys
  • Negotiated commitment
  • Full personalized profiles
  • Partner chooses LLM
  • Full suite + custom tools
  • Custom-built agents
  • Kiro Money builds all integrations
  • Custom UI built by Kiro Money
  • Dedicated SE support (24hr)
Contact Sales

* Overage Rate: $0.04/msg (Basic)  ·  $0.003/msg (Standard)  ·  $0.002–0.003/msg (Enterprise)

Built to protect what matters most

Financial data is sensitive. Kiro Money is designed from the ground up with enterprise-grade security, compliance standards, and data practices that your users — and your compliance team — can trust.

End-to-end Encryption

All data in transit and at rest is encrypted using AES-256 and TLS 1.3.

Enterprise-grade Infrastructure

Built on MongoDB and Google Cloud with row-level security — each user only ever accesses their own data.

No Data Selling

Your users' financial data is never sold, shared with third parties, or used to train models without consent.

Role-based Access

Granular permissions ensure only authorized users and services can access financial context.

Powered by MongoDB Google Cloud Plaid
256-bit Encryption

Stay in the conversation when customers are ready to act.

Kiro Money helps you turn moments of intent into engagement, product adoption, and stronger customer relationships — all inside your platform.

Get API Access →

Disclaimer: Kiro Money is not a financial advisor and does not provide financial advice. Our platform offers resources and guidance to support financial awareness but should not be relied upon as professional advice. Users should verify details independently and consult qualified professionals for personalized advice when needed.

Tweaks

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