Processes/finance — banking, accounting, and money movementfinance
Open bank account — finance processOpen bank account
Setup wizard suggested task when user has no bank yet. Open a business checking account to separate personal and company finances.
Bank account opening requires manual application. Platform guides vendor selection.
Current agent ceiling
An agent can run 1 of 3 steps
⚡ Closable with today’s market (2 — via AI Research Agents, Workflow Automation): Choose bank provider (a research agent can gather and compare the options — a human makes the pick); Apply for business account (a workflow with webhooks/polling watches this so no human has to)
How it runs
Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
01Choose bank provider
human⚡ agentic workaround: a research agent can gather and compare the options — a human makes the pick — Elicit, top of AI Research Agents →
02Apply for business account
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
03Connect bank to Ultrametric
agent1 API call
- integrations.connect()
Context the agent needs first: EIN
The market options
Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.
Mercurydefault76/100 agent-ready
Ramp44/100 agent-ready
Brex42/100 agent-ready
Wise Business32/100 agent-ready
Relay20/100 agent-ready