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by iCloser  ·  Permissioned Workflow Preview

AgentFI

Plan financial workflows
with explicit user approval

AgentFI is an early-stage planning interface for permission previews, wallet-related workflows, and audit trails. No action occurs without explicit user confirmation, and iCloser does not custody customer funds.

iCloser AI Permission previews Zero custodial control
AgentFI iCloser Workflow Preview AI Hi! I'm iCloser AI. Tell me what workflow to prepare. Pay my Google subscription $25 every month if under $30 You · just now AI PLAN READY Google · $25/mo · Monthly View Plan → Create workflow preview Review wallet checklist Tell AgentFI what you need… No funds move without your approval. × PLAN PREVIEW 97% Workflow Preview INTENT PREVIEW Intent Amount Review Plan $25.00 USD Merchant Schedule Google Monthly Route Missing Fields VA USD Balance None ✓ No Funds Moved Yes ✓ RISK / PERMISSION No additional risk notes. Requires user approval before execution. No funds moved ✓ Confirm Plan Creates agent + rule + todo. No funds move yet. NEXT ACTIONS CREATE AGENT REVIEW RULE

A cautious way
to preview workflows

Instead of jumping between financial infrastructure apps, wallets, spreadsheets, reminders, and payment tools, users can ask AgentFI to prepare a structured workflow preview.

AgentFI creates a Plan Preview — a structured intent showing the merchant, amount, schedule, route, and any missing fields. You review and confirm before anything is set up.

Confirming a plan creates a rule preview and pending task only. No customer balances move yet. A separate execution approval is required before any settlement or wallet action is submitted.

Tell AgentFI what you want
💬
"Prepare a Google subscription review for $25 monthly."
💬
"Create an AWS review rule with a $200 monthly limit."
💬
"Show a weekly wallet review checklist."
💬
"Show me all pending approvals."

Not this

Just another wallet

Not this

Just another chatbot

This is AgentFI

A permissioned workflow preview layer for user-approved financial infrastructure actions.

10+
Workflow types
0
Funds without approval

Everything you need to
preview controlled actions

⚙️

Create Workflow Previews

Set up payment access, settlement, and wallet-related previews from natural language. Describe what you want — iCloser AI structures the permissions and review plan.

🔐

Control Wallet Access

Manage which agents can access which funding sources, with spending limits, approval rules, and one-tap revoke controls.

📋

Track Every Action

Every task, approval, execution, audit event, and receipt is recorded and easy to review. Full transparency across all agent activity.

🔍

Analyze Before Acting

iCloser AI helps organize contracts, risks, and financial context before users make decisions. Smart context, not blind automation.

🛡️

Stay in Control

AgentFI is designed around permission, approval, risk checks, auditability, and transparency. Every important action requires your explicit authorization. AI accelerates your decisions — it never replaces them.

The safety boundary
is non-negotiable

AgentFI does not give AI unlimited control over customer balances. Every important financial action must pass through a structured safety chain before execution, not after.

You stay in control. iCloser AI helps you move faster.

Wallet permission gating
Risk check before execution
Explicit user approval required
Execution records & receipts
Audit logs for every action

Approval Flow — Every Time

STEP 1 User Request STEP 2 iCloser AI Plans & Structures STEP 3 Wallet Permission Check STEP 4 — REQUIRED User Approves STEP 5 Execute + Audit Record
Early Access Open

Be early to AgentFI

We are opening early access for builders, reviewers, and users who want clearer permission previews for financial infrastructure workflows.

Join our WhatsApp Channel for product updates, early demos, and launch access.

💬 Contact on WhatsApp