Saris

Saris builds AI workflow agents that automate multi-step lending, compliance, and operational tasks for banks and credit unions while keeping human teams in supervisory control. It is aimed at financial institutions — from regional players to Top 10 U.S. banks — that want to compress hours-long back-office processes into minutes without adding engineering headcount.

Saris, founded and led by CEO Danial Jameel, raised a $28.8M Series A on May 28, 2026, led by 8VC with participation from Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures. The company builds agentic workflow software for banks and credit unions that automates end-to-end back-office work — document intake through compliance reviews and audit trails — positioned as an 'operational co-pilot' that keeps humans in supervisory control rather than replacing staff. Saris says its agents automate up to 70% of consumer, mortgage, and commercial lending tasks with operational cost reductions of up to 35%, and it markets quantified customer results including a 9.8x per-workflow cost reduction, a 300% employee productivity increase, and $27.8M in combined annual ROI across teams at a major bank. It integrates with the core financial systems banks already run — including Fiserv, MeridianLink, Encompass, and Hyland/OnBase — as well as OpenAI, Anthropic, and Google Gemini models, and is delivered as a white-glove service where Saris handles deployment, integration, and optimization with minimal engineering required. The platform is SOC 2, GDPR, GLBA, and CUSO aligned, with full audit logging for regulator-ready operations. The Series A proceeds fund broader rollout across financial institutions, deeper integrations, and expansion of the team that trains and deploys Saris agents.

Category

Automation & Workflows

Pricing

Contact for pricing

Target Market

Banks, Credit Unions, CIOs, Heads of Lending & Compliance

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  Agentic lending automation

  Automates up to 70% of consumer, mortgage, and commercial lending tasks end-to-end, from document intake to compliance.

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  Human-in-the-loop supervision

  Operates as an 'operational co-pilot' with human oversight and full audit logging rather than fully replacing staff.

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  Core banking integrations

  Connects with Fiserv, MeridianLink, Encompass, and Hyland/OnBase, plus OpenAI, Anthropic, and Google Gemini models.

• ✓
  White-glove deployment

  Saris deploys, integrates, and optimizes the agents with minimal engineering required from the institution.

• ✓
  Regulatory-grade compliance

  SOC 2, GDPR, GLBA, and CUSO aligned with full audit trails for regulator-ready operations.

• •
  Consumer and mortgage lending automation

  Automates multi-step lending workflows, cutting per-workflow cost and turnaround time.

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  Compliance review and audit

  Runs compliance checks with human supervision and complete audit logging.

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  Back-office operations

  Handles document intake through operational tasks to more than double output without added headcount.

Pricing is not publicly disclosed; Saris sells to financial institutions via a white-glove model where it handles deployment, integration, and optimization.

This page was written from 2 sources, 1 on domains other than saris.ai.

1. 1.saris.ai — saris.aivendor
2. 2.techstartups.com — saris raises 28 8m series a to bring agentic ai workflows to