Our summary. AI agents and generative AI across finance, procurement and customer service workflows, including summarising communications and recommending next steps. The maker says responses are grounded in business data by retrieval.

The record: Esker

Fields every product record carries, in the same order. Words in quotation marks are the maker's; everything else is ours.

Field	Entry
What the AI does	Within Esker solutions, GenAI is effectively used to summarize communications, generate responses, and recommend next steps across finance and customer service workflows.¹
Use cases (our reading)	Accounts payable, Collections and cash application
Not stated on the pages read: data and systems, human review.
Model or data handling	Esker’s Synergy AI is no stranger to RAG¹
Public company	Esker is not in the SEC's company ticker file as read on 3 November 2026.²

Source: pages on esker.com, read 3 November 2026; the SEC's company ticker file; notes 1 to 2.

Notes

Esker, Agentic AI in Finance | Esker Synergy AI. www.esker.com/technology/artificial-intelligence/. Read 3 November 2026.
SEC EDGAR, Company tickers file. www.sec.gov/files/company_tickers.json. Read 3 November 2026.

Human review across all records. All products, A to Z. Methodology.