Research Agents for Finance: gather, summarize and cite what you need to know.
Research Agents 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 across sources
- In your toolsSummarize with citations
- DoneCompile briefings
THE PROBLEM IN FINANCE
Teams in finance lose hours and revenue to work that research agents 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 across sources
- Summarize with citations
- Compile briefings
- Monitor topics over time
- Extract structured data
- Deliver to your tools
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
“I was the skeptic here. I'd been burned by software that promised a lot and needed babysitting. Thirty days after the research agent went live, our analysts got back 12 hours a week each. Now I'm the one asking what we automate next.”
“Nobody owned lead qualification, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. We closed $180,000 in deals that started as after-hours inquiries. Next up is client servicing.”
“The numbers sold it: we cover three times as many accounts with the same team, and the Monday report lands at 7am with every source cited. It paid for itself in six weeks. What I didn't expect was how much calmer the office feels.”