We build agents for finance.
The scope of each task and the decisions that need a person are agreed before deployment. Agents that do all of these things:
Internal audit
Agents gather evidence against an audit request, link each finding to its source, and prepare a workpaper for an auditor to review.
Insurance
Agents collect claim information, check the file for missing documents, and prepare a policy-linked summary for an adjuster or underwriter.
Banking and lending
Agents organise application documents, follow up on missing information, and prepare an exception queue for the lending team.
Accounting and advisory
Agents compare records, identify unreconciled items, and prepare supporting schedules for an accountant to review.
Wealth and asset management
Agents assemble client and portfolio documents, prepare meeting materials, and track outstanding requests for the advisory team.
Payments
Agents match payment records to invoices, gather evidence for disputed transactions, and route unresolved differences to an operator.
Compliance and risk
Agents gather evidence against defined controls, record exceptions, and prepare a review queue with the supporting sources.
The work is regulated and the record has to hold. Nothing here is a credit decision, investment advice, a claim settlement or a regulatory certification; those stay with the people who hold them.
How we work.
We build the agents, set them up properly for your firm, and from there they run on their own. Every action they take goes on a record with its reason, the decisions that need a person wait for one, and what an agent may do alone widens as its record holds. We stay with it.