Agents
Orchestrate complex finance work in one place, with every task routed automatically to the agent best suited to complete it.
Refresh covenant compliance across the Q3 wholesale lending book
Illustrative data
Your analysts should review the work, not retype it.
Spreading financials, checking covenants and drafting memos take hours of careful, repetitive work. Agents take the first pass inside the rules your firm sets, and your team reviews, corrects and approves the result.
From a request to reviewed work
- Step 01
Describe the task
Ask in plain language, or start from a template such as a daily portfolio briefing or a covenant breach watch.
- Step 02
Routed automatically
Each request goes to the agent built for it, by what it asks and where it applies.
- Step 03
Work inside guardrails
Agents follow your firm’s policies and log every step and every tool they use.
- Step 04
Review and approve
Anything that leaves the firm or changes your records waits for a person to approve it.
What Agents does
Routed automatically
Spreading, memo drafting, covenant checks and comparisons each go to the agent built for them.
Inside your guardrails
Agents work within the permissions, policies and review steps your firm sets.
Work you can review
Every step is logged, so an analyst can check, correct and approve the output.
Agents that check each other
A lead agent plans the work, analysts carry it out and a checker reviews it before you do.
On a schedule or on an event
Run a task every morning, or when a new file, filing or news item arrives.
Numbers checked
Every number in an agent’s output is checked against the documents it read.
Every step on the record
Each run keeps a log of what the agent read, what it tested and what it produced, with the time and the agent that did it. Changes to your records wait for a person.
- Steps logged with time and agent
- Flags raised during the run
- Approval held for a person
Illustrative data
Where Agents helps
Asset classes
One platform, one record
Agents work inside the policies your firm sets. Anything that leaves the firm or changes your records waits for a person to approve it.