Internal Knowledge Assistants for Finance: give your team instant answers from internal docs.
Internal Knowledge Assistants set up for finance, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- QuestionSomeone needs an answer from the data
- AgentSearch wikis, drives and tickets
- In your toolsAnswer with citations
- DoneRespect access permissions
THE PROBLEM IN FINANCE
Teams in finance lose hours and revenue to work that internal knowledge assistants can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR FINANCE
- Search wikis, drives and tickets
- Answer with citations
- Respect access permissions
- Onboard new hires faster
- Live in Slack or Teams
- Get better as your docs grow
WORKS WITH YOUR STACK
- Salesforce
- DocuSign
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Salesforce and DocuSign, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: SOC 2 in progress.
What teams in finance say
“Before the internal knowledge assistant, our research lived in a dozen tabs nobody could find. Now it handles that around the clock, our analysts got back 12 hours a week each, and my team spends its day on work that needs a person.”
“We started with lead qualification. A month in, inbound pipeline more than doubled. We added client servicing after that, and I can't picture running the place without it now.”
“If you're on the fence, book the call. We were live within the week, and we cover three times as many accounts with the same team. My only regret is that we waited a year to do it.”