QX Labs
All integrations
Rize
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Finance

Let agents run your Rize banking operations

QX onboards users, opens accounts, issues cards and manages counterparties in Rize for you—so your team stops wrangling API calls and ships features instead.

@QX Has anyone gotten stuck in onboarding today?
QX
Three new users finished KYC in Persona but don't yet have a Rize cardholder—Maria Chen, Devon Ortiz and a Stripe-funded account from Acme. Want me to create the cardholders and issue virtual cards?
Rize
Rize
Persona
Persona
Stripe
Stripe

Stop hand-rolling onboarding scripts, chasing card issuance, and reconciling accounts across tools. Hand it to an agent.

Onboarding

New users, fully provisioned

The moment a user clears KYC, an agent creates the cardholder, opens a financial account and issues their card in Rize—no engineer in the loop, no half-finished records.

Card ops

Issue cards on demand

Agents handle virtual and physical card issuance end to end—creating cardholders, generating cards, fetching the card image and pushing it to your app—triggered by support tickets or product events.

Counterparties

Payment partners, set up cleanly

Vendors and payout recipients get registered as Rize counterparties automatically, deduped by external ID, with the right metadata captured from your CRM or finance system—ready for transfers.

Rize

Real workflows, built for your team

Build complex workflows in minutes that chain Rize together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.

Product: Onboard new users from signup to first card

User completes KYC

User completes KYC

Triggered in Persona

QX Labs Icon

Extract identity & address details

Agent step

Rize

Create the user

in Rize

KYC passed
Rize

Register the cardholder

in Rize

Rize

Open a financial account

in Rize

Rize

Issue a virtual card

in Rize

Notify the ops channel

Notify the ops channel

Alert via Slack

QX agents can create users, issue cards, open accounts in Rize—and a lot more

CREATECreate a new user
CREATERegister a cardholder
CREATEIssue a new card
CREATEOpen a partner financial account
CREATEAdd a counterparty
CREATEGenerate an API key
QUERYGet cardholder details
QUERYFetch a virtual card image

About Rize

Rize is an embedded banking platform that lets companies offer financial accounts, debit cards and payments to their users without becoming a bank. Its unified API spans cardholder onboarding, account provisioning, card issuance and counterparty management—making it a natural fit for automating the operational backbone of any fintech product.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See Rize working inside your stack

Want an AI co-worker that runs your embedded banking ops for you? Book a demo call to discuss your use cases, or get started for free.

Book a demo