Zomma offers a training platform that creates AI agents to observe and replicate human interactions with legacy desktop applications, enabling code‑free automation of repetitive back‑office tasks. The solution provides rapid four‑week onboarding, on‑premises deployment with credential vaulting, and compliance features such as a one‑click kill switch, reducing manual effort and error rates for financial services firms.
Funding
Funding not disclosed
Founders
Product
Problem
Financial services back‑office teams spend extensive time on repetitive, screen‑based tasks such as data entry across multiple legacy desktop applications that lack APIs, leading to high error rates and operational bottlenecks.
Solution
Zomma provides a training layer that enables AI agents to observe, learn, and execute existing workflows without requiring code or API integration. Over a four‑week onboarding cycle, the platform shadows staff to map processes, runs the tasks under supervision for correction, and then operates autonomously while humans review outcomes. The AI agents interact with any on‑screen tool just as a human would, allowing immediate deployment on existing infrastructure. Compliance‑focused features such as isolated deployment, credential vaulting, and a one‑click kill switch ensure enterprise security and regulatory adherence. Continuous learning lets organizations add new workflows in days, reducing manual effort and error rates across back‑office operations.
Target Audience
Primary customers are asset managers, advisory firms, and other financial services back‑office teams that rely on legacy desktop software and need compliant, low‑code automation of repetitive tasks.
Features
- Screen‑based AI agents that mimic human interaction, enabling automation of legacy desktop applications without APIs
- Four‑week rapid onboarding: workflow mapping, supervised execution, autonomous operation, and iterative improvement
- Isolated on‑premises deployment with vault‑managed credentials to meet strict compliance requirements
- One‑click kill switch for immediate pause or shutdown of automation agents
- Continuous learning framework that incorporates new workflows in days and improves performance weekly
- Centralized monitoring dashboard for result review without exposing step‑by‑step task details