# Workflow automation & AI agents tools used by Finance companies

usedby lists 49 Finance companies using 13 Workflow automation & AI agents tools. The most used is Automation Anywhere: 11 of the 49 Finance companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-25.

## Largest and best-proven users

Two labelled views of the same companies. Neither is a score.

### Largest companies

By employee range. Size known for 29 of 49.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Bancolombia](https://www.usedby.ai/companies/bancolombia.md) | Confirmed | 10,001+ | Automation Anywhere | 2026-10-25 |
| [SoftBank](https://www.usedby.ai/companies/softbank.md) | Confirmed | 10,001+ | Automation Anywhere | 2026-10-25 |
| [Banreservas](https://www.usedby.ai/companies/banreservas.md) | Observed | 10,001+ | Automation Anywhere | 2026-10-25 |

### Strongest proof

Confirmed or declared: 20 of 49. This view filters what you read, never what is counted.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Blackbird](https://www.usedby.ai/companies/blackbird.md) | Confirmed | Unknown | Lindy | 2026-10-25 |
| [Bancolombia](https://www.usedby.ai/companies/bancolombia.md) | Confirmed | 10,001+ | Automation Anywhere | 2026-10-25 |
| [Kotak International](https://www.usedby.ai/companies/kotak-international.md) | Confirmed | Unknown | Automation Anywhere | 2026-10-25 |

## Ranking

Tools ranked by the companies of the 49 Finance companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Automation Anywhere](https://www.usedby.ai/tools/automation-anywhere.md) | 11 | 5 | 0 | 6 | 0 | 2026-10-25 |
| 2 | [Workato](https://www.usedby.ai/tools/workato.md) | 9 | 1 | 1 | 6 | 1 | 2026-10-25 |
| 3 | [n8n](https://www.usedby.ai/tools/n8n.md) | 5 | 3 | 0 | 1 | 1 | 2026-10-24 |
| 4 | [Zapier](https://www.usedby.ai/tools/zapier.md) | 5 | 2 | 0 | 1 | 2 | 2026-10-24 |
| 5 | [UiPath](https://www.usedby.ai/tools/uipath.md) | 5 | 0 | 1 | 4 | 0 | 2026-10-25 |
| 6 | [Make](https://www.usedby.ai/tools/make.md) | 4 | 3 | 0 | 1 | 0 | 2026-10-24 |
| 7 | [Gumloop](https://www.usedby.ai/tools/gumloop.md) | 4 | 0 | 0 | 4 | 0 | 2026-10-21 |
| 8 | [Lindy](https://www.usedby.ai/tools/lindy.md) | 2 | 1 | 0 | 1 | 0 | 2026-10-25 |
| 9 | [Tray.io](https://www.usedby.ai/tools/tray-io.md) | 2 | 1 | 0 | 1 | 0 | 2026-10-16 |
| 10 | [Beam](https://www.usedby.ai/tools/beam.md) | 2 | 0 | 0 | 2 | 0 | 2026-10-24 |
| 11 | [Kognitos](https://www.usedby.ai/tools/kognitos.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-20 |
| 12 | [Relevance AI](https://www.usedby.ai/tools/relevance-ai.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-17 |
| 13 | [Stilla](https://www.usedby.ai/tools/stilla.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-04 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself, or that it lists as a sub-processor on its own legal page, is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Automation Anywhere | [SoftBank](https://www.usedby.ai/companies/softbank.md) | Confirmed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories/softbank), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Bancolombia](https://www.usedby.ai/companies/bancolombia.md) | Confirmed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories/bancolombia), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [KeyBank](https://www.usedby.ai/companies/keybank.md) | Confirmed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories/keybank), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Kotak International](https://www.usedby.ai/companies/kotak-international.md) | Confirmed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories/kotak-international), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Osaic](https://www.usedby.ai/companies/osaic.md) | Confirmed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories/osaic), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [S&P Global](https://www.usedby.ai/companies/s-p-global.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/), captured 2026-10-25 | 2026-10-25 |
| Automation Anywhere | [Banco del Austro](https://www.usedby.ai/companies/banco-del-austro.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Banreservas](https://www.usedby.ai/companies/banreservas.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Coomeva](https://www.usedby.ai/companies/coomeva.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories), captured 2026-10-07 | 2026-10-25 |
| Automation Anywhere | [Kotak Mahindra Asset Management Company](https://www.usedby.ai/companies/kotak-mahindra-asset-management-company.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories), captured 2026-10-18 | 2026-10-25 |
| Automation Anywhere | [Synchrony](https://www.usedby.ai/companies/synchrony.md) | Observed | [automationanywhere.com](https://www.automationanywhere.com/resources/customer-stories), captured 2026-10-07 | 2026-10-25 |
| Workato | [Bread Financial](https://www.usedby.ai/companies/bread-financial.md) | Confirmed | [workato.com](https://www.workato.com/customers/bread-financial), captured 2026-10-05 | 2026-10-21 |
| Workato | [Carta](https://www.usedby.ai/companies/carta.md) | Declared by the company | [carta.com](https://carta.com/legal/privacy/sub-processors/), captured 2026-10-25 | 2026-10-25 |
| Workato | [Intuit](https://www.usedby.ai/companies/intuit.md) | Observed | [workato.com](https://www.workato.com/), captured 2026-10-21 | 2026-10-21 |
| Workato | [Coinbase](https://www.usedby.ai/companies/coinbase.md) | Observed | [workato.com](https://www.workato.com/), captured 2026-10-21 | 2026-10-21 |
| Workato | [Nasdaq](https://www.usedby.ai/companies/nasdaq.md) | Observed | [workato.com](https://www.workato.com/), captured 2026-10-21 | 2026-10-21 |
| Workato | [Aon](https://www.usedby.ai/companies/aon.md) | Observed | [workato.com](https://www.workato.com/), captured 2026-10-21 | 2026-10-21 |
| Workato | [AvidXchange](https://www.usedby.ai/companies/avidxchange.md) | Observed | [workato.com](https://www.workato.com/customers), captured 2026-10-21 | 2026-10-21 |
| Workato | [Coupa](https://www.usedby.ai/companies/coupa.md) | Observed | [workato.com](https://www.workato.com/pricing/tiers), captured 2026-10-21 | 2026-10-21 |
| Workato | [Affirm](https://www.usedby.ai/companies/affirm.md) | Signal (job post) | [job-boards.greenhouse.io](https://job-boards.greenhouse.io/affirm/jobs/7983767003), captured 2026-10-10 | 2026-10-10 |
| n8n | [K33](https://www.usedby.ai/companies/k33.md) | Confirmed | [n8n.io](https://n8n.io/case-studies/k33/), captured 2026-10-07 | 2026-10-17 |
| n8n | [Seguros Bolívar](https://www.usedby.ai/companies/seguros-bolivar.md) | Confirmed | [n8n.io](https://n8n.io/case-studies/seguros-bolivar/), captured 2026-10-07 | 2026-10-24 |
| n8n | [TMNZ](https://www.usedby.ai/companies/tmnz.md) | Confirmed | [n8n.io](https://n8n.io/case-studies/tmnz/), captured 2026-10-07 | 2026-10-07 |
| n8n | [Icatu](https://www.usedby.ai/companies/icatu.md) | Observed | [n8n.io](https://n8n.io/case-studies/), captured 2026-10-24 | 2026-10-24 |
| n8n | [Coinbase](https://www.usedby.ai/companies/coinbase.md) | Signal (job post) | [coinbase.com](https://www.coinbase.com/careers/positions/8154856?gh_jid=8154856), captured 2026-10-19 | 2026-10-19 |
| Zapier | [Arden Insurance](https://www.usedby.ai/companies/arden-insurance.md) | Confirmed | [zapier.com](https://zapier.com/customer-stories/arden-insurance), captured 2026-10-08 | 2026-10-08 |
| Zapier | [Pretto](https://www.usedby.ai/companies/pretto.md) | Confirmed | [zapier.com](https://zapier.com/customer-stories/pretto), captured 2026-10-08 | 2026-10-24 |
| Zapier | [Mastercard](https://www.usedby.ai/companies/mastercard.md) | Observed | [zapier.com](https://zapier.com/), captured 2026-10-24 | 2026-10-24 |
| Zapier | [Brex](https://www.usedby.ai/companies/brex.md) | Signal (job post) | [brex.com](https://www.brex.com/careers/8787053002?gh_jid=8787053002), captured 2026-10-22 | 2026-10-22 |
| Zapier | [Qonto](https://www.usedby.ai/companies/qonto.md) | Signal (job post) | [jobs.ashbyhq.com](https://jobs.ashbyhq.com/qonto/97b9ebb1-a2f3-4e83-9ca0-d29374edd653), captured 2026-10-15 | 2026-10-15 |
| UiPath | [Orion Advisor Solutions](https://www.usedby.ai/companies/orion-advisor-solutions.md) | Declared by the company | [orion.com](https://orion.com/subprocessors), captured 2026-10-25 | 2026-10-25 |
| UiPath | [Banco Azteca](https://www.usedby.ai/companies/banco-azteca.md) | Observed | [uipath.com](https://www.uipath.com/resources/automation-case-studies), captured 2026-10-21 | 2026-10-21 |
| UiPath | [Suncoast Credit Union](https://www.usedby.ai/companies/suncoast-credit-union.md) | Observed | [uipath.com](https://www.uipath.com/), captured 2026-10-21 | 2026-10-21 |
| UiPath | [VSP Vision](https://www.usedby.ai/companies/vsp-vision.md) | Observed | [uipath.com](https://www.uipath.com/resources/automation-case-studies), captured 2026-10-21 | 2026-10-21 |
| UiPath | [WEX](https://www.usedby.ai/companies/wex.md) | Observed | [uipath.com](https://www.uipath.com/), captured 2026-10-21 | 2026-10-21 |
| Make | [Bunch Capital](https://www.usedby.ai/companies/bunch-capital.md) | Confirmed | [make.com](https://www.make.com/success-stories/bunch-capital), captured 2026-10-18 | 2026-10-18 |
| Make | [Circula](https://www.usedby.ai/companies/circula.md) | Confirmed | [make.com](https://www.make.com/success-stories/circula), captured 2026-10-18 | 2026-10-18 |
| Make | [Fiskaly](https://www.usedby.ai/companies/fiskaly.md) | Confirmed | [make.com](https://www.make.com/success-stories/how-stellantis-scaled-an-ai-voice-agent-with-make), captured 2026-10-24 | 2026-10-24 |
| Make | [Kroo Bank](https://www.usedby.ai/companies/kroo-bank.md) | Observed | [make.com](https://www.make.com/success-stories), captured 2026-10-24 | 2026-10-24 |
| Gumloop | [Ramp](https://www.usedby.ai/companies/ramp.md) | Observed | [gumloop.com](https://www.gumloop.com/pricing), captured 2026-10-21 | 2026-10-21 |
| Gumloop | [Albert](https://www.usedby.ai/companies/albert.md) | Observed | [gumloop.com](https://www.gumloop.com/category/case-studies), captured 2026-10-21 | 2026-10-21 |
| Gumloop | [Glia](https://www.usedby.ai/companies/glia.md) | Observed | [gumloop.com](https://www.gumloop.com/), captured 2026-10-21 | 2026-10-21 |
| Gumloop | [TRM Labs](https://www.usedby.ai/companies/trm-labs.md) | Observed | [gumloop.com](https://www.gumloop.com/), captured 2026-10-21 | 2026-10-21 |
| Lindy | [Blackbird](https://www.usedby.ai/companies/blackbird.md) | Confirmed | [lindy.ai](https://www.lindy.ai/case-study/blackbird), captured 2026-10-07 | 2026-10-25 |
| Lindy | [Pinecone Ventures](https://www.usedby.ai/companies/pinecone-ventures.md) | Observed | [lindy.ai](https://www.lindy.ai/), captured 2026-10-25 | 2026-10-25 |
| Tray.io | [Zuora](https://www.usedby.ai/companies/zuora.md) | Confirmed | [tray.ai](https://tray.ai/customers/zuora/), captured 2026-10-16 | 2026-10-16 |
| Tray.io | [Ramp](https://www.usedby.ai/companies/ramp.md) | Observed | [tray.ai](https://tray.ai/), captured 2026-10-05 | 2026-10-05 |
| Beam | [Betterment](https://www.usedby.ai/companies/betterment.md) | Observed | [beam.ai](https://beam.ai/resources/case-studies), captured 2026-10-24 | 2026-10-24 |
| Beam | [Zurich](https://www.usedby.ai/companies/zurich.md) | Observed | [beam.ai](https://beam.ai/), captured 2026-10-24 | 2026-10-24 |
| Kognitos | [EOS Group](https://www.usedby.ai/companies/eos-group.md) | Confirmed | [kognitos.com](https://www.kognitos.com/case-studies/eos-group-enhancing-debt-collection-with-ableneo-kognitos), captured 2026-10-07 | 2026-10-20 |
| Relevance AI | [Send Payments](https://www.usedby.ai/companies/send-payments.md) | Confirmed | [relevanceai.com](https://relevanceai.com/customers/send-payments), captured 2026-10-02 | 2026-10-17 |
| Stilla | [Ramp](https://www.usedby.ai/companies/ramp.md) | Observed | [stilla.ai](https://stilla.ai/customers), captured 2026-10-04 | 2026-10-04 |

## Method

Public customer lines of active Workflow automation & AI agents tools at companies classified in Finance. No software vendor had to be left out. Company mix by strongest proof: 18 confirmed, 2 declared, 26 observed and 3 signals.

## Questions

### Which Workflow automation & AI agents tools do Finance companies use most?

Automation Anywhere leads: 11 of the 49 Finance companies on usedby that use Workflow automation & AI agents tools use it. Next: Workato (9), n8n (5), Zapier (5), and UiPath (5).

### How many Finance companies use Workflow automation & AI agents tools?

49 Finance companies on usedby use at least one of 13 Workflow automation & AI agents tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 49 companies, each counted at its strongest proof: 18 confirmed, 2 declared, 26 observed and 3 known from a job post.

### How does usedby build this ranking?

usedby counts each Finance company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.

Workflow automation & AI agents by industry within Finance: [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments/automation-integration.md) (22)

Industry page: https://www.usedby.ai/companies/industry/finance.md · Category page: https://www.usedby.ai/tools/category/automation-integration.md

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Source: https://www.usedby.ai/companies/industry/finance/automation-integration · How we check: https://www.usedby.ai/methodology