WEB SCRAPING / DATA · FINANCE

Web Scraping / Data Agents for Finance: pull structured data from the web on a schedule.

Web Scraping / Data 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

LiveWeb Scraping / DataFinance · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentExtract data from pages
  3. In your toolsNormalize and dedupe
  4. DoneRun on a schedule

THE PROBLEM IN FINANCE

Teams in finance lose hours and revenue to work that web scraping / data 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

  • Extract data from pages
  • Normalize and dedupe
  • Run on a schedule
  • Adapt when page layouts change
  • Deliver to sheets or DB
  • Respect site rules

WORKS WITH YOUR STACK

  • Salesforce
  • DocuSign
Every lead answered in under a minute, and twice as many qualified meetings for advisors
typical result in finance
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

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.

RELATED

What teams in finance say

★★★★★
“If you're on the fence, book the call. We were live within the week, and the Monday report lands at 7am with every source cited. My only regret is that we waited a year to do it.”
Managing DirectorPittsburgh Financial Advisory Firm
★★★★★
“Lead qualification used to eat two or three hours of every day. The agent owns it now, we closed $180,000 in deals that started as after-hours inquiries, and the only cases that reach us are the ones that need a person.”
Client Service LeadSeattle Wealth Management Firm
★★★★★
“We tried building this ourselves and gave up after three months. They had the web scraping agent running inside our own tools in days. Since then research that took two days now takes about an hour, and any change we ask for is done that week.”
Operations LeadCharlotte Independent RIA