Drop AI agents into your existing Excel, PowerPoint, Word and Outlook workflows — from pitchbooks to KYC to month-end close, deployed in weeks.
Book a Strategy CallFinance AI agents production-ready
Production deployment
New tools to learn
Outcome-based pricing
From research and coverage to compliance and close — the agents finance teams have been waiting for.
Generates target lists, comparable-company sets and full pitchbooks in PowerPoint with linked Excel models — ready for analyst review.
Assembles the entity file, parses source documents in any language, screens against sanctions and adverse media, and packages a clean escalation memo.
Reconciles ledgers, flags variances and drafts close-package memos directly inside your existing Excel and ERP workflows.
Intelligent payment routing, exception handling and reconciliation across SWIFT, ACH and real-time rails.
Orchestrates open-banking and core-banking APIs for embedded finance, balance retrieval and transaction enrichment.
Automates board packs, MD&A drafts and variance commentary directly in Word and PowerPoint.
Key advantages that set us apart
Drop-in agents for Excel, PowerPoint, Word and Outlook — no migration
Model-agnostic: Claude, GPT and Gemini routed per task for best outcome
Production deployment in 4–6 weeks with outcome-based pricing
70%
Pitchbook turnaround time reduced
4x
Faster month-end close
Outcome-based pricing. Zero disruption to existing workflows.