Build a personalized AI concierge for your members in hours, not months. Everything on this page is a live Lorikeet SDK integration.
Same AI, same knowledge — over the phone. No phone trees, no hold music.
(318) 722-9523US number • Available 24/7
Ask anything a Monarch member would. Budgets, spending, subscriptions, goals.
In production, the widget is fully customizable to match your brand.
Natural language understanding, tool orchestration, financial guardrails, and compliance controls — all out of the box.
Account APIs, Plaid connections, transaction feeds, knowledge base
Budget coaching, subscription management, spending insights — in plain English
Compliance rules, escalation paths, tone of voice, data access controls
Ship it inside Monarch. Watch member satisfaction in real time.
Every query below is handled by the live agent on this page.
"Am I on track this month?" with real-time spending analysis and personalized nudges.
"Where is my money going?" with category breakdowns, trends, and merchant analysis.
"How close am I to my savings goal?" with projections and actionable recommendations.
"What recurring charges do I have?" with forgotten subscription detection.
"Show me our shared expenses" with partner visibility and collaborative budgeting.
"Help me connect my bank" with step-by-step guidance through Plaid linking.
"Your members already trust Monarch with their finances. Now give them an AI guide that actually understands their money."
The Lorikeet SDK handles the hard parts — NLU, guardrails, compliance, orchestration. Your team focuses on the member experience.
Talk to Lorikeet