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Agentic 10-K

CASS INFORMATION SYSTEMS INCCASS

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-04-23, CASS INFORMATION SYSTEMS INC (CASS) disclosed AI-agent language in 1 SEC filing since 2026-04-23, including 1 excerpt describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
$693MYahoo Finance, 2026-10-21
First seen
2026-04-23
Latest filing
2026-04-23

Matching filings by quarter

012Q1 '25Q2Q3Q4Q1 '261Q2Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Finance & accounting, Software development

Vendors and products named

AI

Source

1 filing since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“Client and vendor inbound communications Assessed by AI and routed for resolution either to an AI agent or a client account manager, both supported by historical and client/vendor specific data.”

8-KFiled 2026-04-23Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-04-23 Filing index (opens in a new tab)

8-K, EX-99.2Filed 2026-04-23

Cass uses AI coding tools, AI agents, and AI-native systems for data processing and client services.

“www.cassinfo.com | ©2026 Cass Information Systems | Document ingestion and data processing Cass uses modern AI coding tools to implement a data processing architecture that exists first and foremost to preserve auditability, scalability and consistency in outcomes. To function effectively at enterprise scale, we believe AI delivers the most value when used to build and maintain deterministic processes and ML models, executes exception management only at the field or data element level, and supports the creation of UI/UX for human in the loop activity. We have built applications, in this architecture, to support document and data processing for Freight and Facilities. Client onboarding Utilizing our AI native internal knowledge base, we implement clients with industry and mode or service type best practices, including G/L and cost attribution rules. As the only Freight Audit and Payment company that supports all modes, movement types and geographies, our AI enabled tools steer clients away from costly internal processes. Client and vendor inbound communications Assessed by AI and routed for resolution either to an AI agent or a client account manager, both supported by historical and client/vendor specific data. Invoices or contracts are routed to specific channels while questions, exceptions and suggestions are resolved. Audit resolution Workflow supported by AI utilizing our contract management platform as the primary data source. Artificial Intelligence (AI) Usage at Cass 1”