Saris
by Saris AI
AI workflow agents for bank and credit union back offices
Saris builds AI workflow agents that automate multi-step back-office work at banks and credit unions — lending document intake, data verification, income calculation and compliance checks — across the core, loan origination and document systems institutions already run, with humans approving every material decision and each action logged.
Saris is a 2024-founded startup, based in San Francisco with engineering in Montreal, that sells agentic workflow automation to banks and credit unions. It was founded by Danial Jameel (CEO), James Dang and Alice Dinu, who previously built the student-engagement platform Ready Education together. Its agents take over the manual, multi-step back-office work in consumer, mortgage and commercial lending plus compliance and operations: they read documents, verify data across the loan origination system, the core and third-party systems, calculate income, run compliance checks, and write validated results back with a full audit trail, while staff supervise and approve material decisions. Unlike screen-scraping RPA, 8VC describes Saris as a native desktop application with direct bindings to the software institutions actually run, with self-healing agents that diagnose failures mid-workflow. Saris integrates with Fiserv, ICE Encompass and MeridianLink; its Fiserv AppMarket listing supports the Premier core, with Cleartouch, DNA, Portico, Precision and Signature available on discussion. Saris claims up to 70% of lending tasks automated and costs cut by up to 35%, and 8VC cites roughly $28M in combined annual ROI across three teams at one large institution; these are vendor-reported figures. It raised a $28.8M Series A in May 2026 led by 8VC with Audacious Ventures, Homebrew, Btech Consortium and Service Ventures, and says it serves community banks, credit unions and a top-10 U.S. bank. It demoed at FinovateFall 2026 and is SOC 2 Type II audited.
The COO or head of lending operations at a community bank or credit union whose back office is capacity-bound on manual loan and compliance processing.
Lending and compliance workflows that took hours compressed to minutes, with each agent action logged and staff approving material decisions.
At a Glance
- Category
- Automation & Workflows
- Pricing
- Contact for pricing
- Target Market
- Bank COOs, Credit Union Executives, Lending Operations Leaders, Compliance Officers
- Deployment
- Hybrid
- Founded
- 2024
- Headquarters
- San Francisco, USA
Key Features
- ✓Lending workflow agents
Automate document intake, data extraction, validation and reconciliation across consumer, mortgage and commercial loan files end to end.
- ✓Native system bindings
Runs as a desktop application bound directly to legacy banking software rather than brittle RPA screen scraping, per 8VC.
- ✓Self-healing agents
Agents diagnose and recover from failures mid-workflow instead of stopping, supporting long non-linear multi-step processes.
- ✓Human-in-the-loop approval
Staff supervise and approve critical actions, and every agent action is logged, traceable and reviewable for examiners.
- ✓Core and LOS integrations
Connects to Fiserv cores, ICE Encompass and MeridianLink so institutions automate without replacing existing systems.
- ✓Income calculation and compliance checks
Calculates borrower income and runs compliance checks, writing validated results back into systems of record.
Capabilities
Use Cases
- •Mortgage loan processing
Agents work through the 50-plus steps of a mortgage file — intake, verification, compliance and validation — with staff approving key decisions.
- •Consumer and HELOC lending
A credit union automates document intake and data validation for HELOC and consumer loans, compressing hours of processing to minutes.
- •Commercial lending operations
A bank automates commercial loan document extraction and reconciliation to scale output without adding back-office headcount.
- •Compliance review
Compliance checks run automatically inside the workflow and are logged, giving auditors a traceable record of every step taken.
Ideal For
Best For
- ✓Community banks and credit unions automating consumer, mortgage and commercial loan processing
- ✓Institutions on Fiserv Premier, ICE Encompass or MeridianLink that want automation without replacing systems
- ✓Lending document intake, data validation and income calculation
- ✓Compliance review steps that need a complete, reviewable audit trail
Not Ideal For
- ✗Institutions on cores Saris does not yet support out of the box — its Fiserv listing names only Premier as primary, with other Fiserv cores available on discussion
- ✗Buyers wanting quick self-serve trials or published pricing; Saris is sold direct with white-glove deployment
- ✗Risk-averse buyers who require long operating histories or independent peer reviews — the company was founded in 2024 and has no G2 or Capterra presence
Deployment
Market Analysis
Pros
- ✓Works on top of existing cores and LOS systems rather than requiring replacement
- ✓Covers consumer, mortgage and commercial lending plus compliance in one platform
- ✓Human oversight and audit logging suit regulated institutions
- ✓Named reference customers including Catalyst Corporate Credit Union and Community Bank
Cons
- ✗Early-stage company founded in 2024, with no independent G2, Capterra or Hacker News user reviews to validate claims
- ✗Headline figures (70% of tasks automated, up to 35% cost cut, $28M ROI) are vendor- or investor-reported, not independently audited
- ✗Fiserv integration carries a $60,000 fixed fee and a 5-6 month timeline, longer than the 90-day deployments cited by 8VC
- ✗Fiserv core support beyond Premier is only available on discussion
Pricing
Enterprise
Contact for pricing
- ✓Lending, compliance and operations agents
- ✓White-glove deployment
- ✓Core/LOS integrations
Fiserv AppMarket integration
$60,000 fixed implementation fee
- ✓Fiserv Premier core (others on discussion)
- ✓Requires Communicator Open
- ✓5-6 month implementation timeline
- ✓Connectivity and setup fees may apply for on-premise clients
Saris publishes no subscription pricing. Its Fiserv AppMarket listing shows a $60,000 fixed implementation fee with a 5-6 month timeline, plus possible connectivity and setup fees for on-premise Fiserv clients; 8VC separately cites roughly 90-day deployments.
Security & Compliance
Connect
Sources
This page was written from 7 sources, 5 on domains other than saris.ai.
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