ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Extend Launches Open-source AI Toolkit for Smarter Finance Workflows

Extend Introduces A New AI Toolkit to Deliver Unprecedented Insights and Efficiency for Businesses

Extend, the spend and expense management platform that works with business’ existing credit cards, announces the launch of its open-source AI toolkit marking a significant step forward in finance automation solutions for businesses of all shapes and sizes.

The toolkit supports several frameworks including seamless integration with Anthropic Model Context Protocol (MCP); OpenAI; native support for LangChain; and compatibility with CrewAI for complex multi-agent workflows.

With this multi-framework support, the flexibility businesses love about Extend—access to modern solutions with the banks and credit cards of their choice—takes on a whole new level of versatility now that users can integrate and engage with the Extend API in their custom AI workflows.

“When I started to explore the multitude of use cases for AI in our industry, I zeroed in on the power of ‘agentic frameworks,’” said Jonathan Bailey, Extend’s Chief Technology Officer. “And I realized we could enable tools like Claude to interact directly with Extend via our APIs and immediately unlock extensive AI functionality for our customers.”

These integrations allow Extend’s users to query their financial data using natural language, perform advanced analytics and generate custom reports, and automate workflows such as expense categorization and budget tracking. Businesses can now use AI agents to analyze spending patterns, identify cost-saving opportunities, and gain deeper insights into cash flow, budget allocations, team spending, and other payment trends.

This open-source AI Toolkit underscores Extend’s commitment to innovation and customer empowerment. By combining the power of AI with Extend’s robust spend and expense management platform, businesses can now unlock new levels of efficiency, insight, and control over their finances.

“At Extend, we believe in empowering businesses to do more with what they already have—whether that’s credit lines, banking relationships, or software investments,” said Andrew Jamison, Extend’s CEO and co-founder. “With this AI toolkit, we’re taking that mission to the next level, giving our customers the tools they need to make smarter, faster, and more informed decisions.”

Extend plans to continue expanding its AI capabilities, with product development focused on incorporating more AI automation features within the Extend platform.

About Extend

Extend is a modern spend and expense management platform that helps businesses gain control over spending—without changing their existing bank or credit card programs. Thousands of companies use Extend to create and manage virtual cards, streamline payment workflows, and get real-time visibility into team and vendor spend. Extend powers billions of dollars in transactions while partnering with the financial institutions businesses already trust. Learn more at www.paywithextend.com or follow Extend on LinkedIn.

Contacts

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.