10 production-ready AI agents for finance
Each agent is a reference architecture with skills, governed connectors, and subagents — adapted to your firm's modeling conventions, risk policies, and approval flows.
Research & Client Coverage
Pitch Builder
Pitch Builder is a production-ready AI agent for investment banking coverage teams. It generates target lists, builds comparable-company set…
Learn moreMeeting Preparer
Meeting Preparer reads your CRM, last meeting notes, recent filings, news, and broker research to produce a complete brief for every upcomin…
Learn moreEarnings Reviewer
Earnings Reviewer ingests transcripts, 10-Qs, and 8-Ks the moment they hit the wire, updates your coverage model, and writes a one-page thes…
Learn moreModel Builder
Model Builder is the AI agent that builds, maintains, and audits financial models in Excel. From a fresh 10-K to a fully linked 3-statement …
Learn moreMarket Researcher
Market Researcher is an always-on AI analyst that tracks every sector you cover, synthesizes news, filings, and broker research, and routes …
Learn moreFinance & Operations
Valuation Reviewer
Valuation Reviewer applies your firm's review standards to every valuation — challenging methodology, retesting comparables, and producing a…
Learn moreGeneral Ledger Reconciler
GL Reconciler reads your general ledger, books of record, and bank/custody data and produces fully tied-out reconciliations and NAV packs wi…
Learn moreMonth-End Closer
Month-End Closer is your AI controller. It runs the close checklist, prepares standard and recurring journal entries, reconciles control acc…
Learn moreStatement Auditor
Statement Auditor reads your financial statements, footnotes, and supporting workpapers and produces a tickmarked review file with every iss…
Learn moreKYC Screener
KYC Screener is the AI agent compliance teams have been waiting for. It assembles the full entity file, parses source documents in any langu…
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