AI Agents & Agentic Solutions

Explore a growing library of AI-powered tools built to transform your business operations. We also develop and deploy organization-specific agents and workflows tailored to your needs.

Finance

KYC & Sanctions Screening Agent

Automates real-time KYC, AML, sanctions, and PEP screening during customer onboarding

Finance

Transaction Monitoring & AML Agent

Detects suspicious transactions in real time using AI risk scoring

Finance

Loan Underwriting AI

Automates credit analysis and underwriting decisions using AI-powered financial data extraction

Finance

Financial Statement Spreader & Credit Pack Agent

Converts unstructured financials into structured credit packs for committees

Finance

Treasury Cash-Forecasting Agent

Predicts cash inflows/outflows and optimizes liquidity

Finance

Expense & Spend Guard

Monitors expense reports and company spend for compliance

Finance

Procurement & Vendor Compliance Agent

Automates vendor onboarding and ongoing compliance checks

Finance

Investment Memo Generator

Automatically generates polished investment memos summarizing key deal points, metrics, and risks for decision-makers

Finance

Market/Portfolio Monitoring Agent

Monitors portfolios for market-moving events and risks

Finance

ESG & Regulatory Disclosure Agent

Automates ESG reporting and compliance gap analysis

Finance

Due Diligence Assistant

Automates due diligence document review and risk summarization

Finance

100/10K Document Extractor

Extracts and structures data from SEC filings for analysis

Frequently Asked Questions