Use cases

The back-office work our agents run.

Agents that operate the portals, desktop apps, and PDFs your team already uses, the way a person does. No API to build, no script to maintain, and a human approves anything final.

Hedge funds and asset managers

Ops and fund accounting teams running daily tie-outs across admins, primes, and portals.

WorkflowTrade reconciliationAn agent pulls the admin book, reads the blotter, ties out quantity and net money per fund, and escalates breaks with the cause attached.

WorkflowNAV tie-outYour shadow NAV, checked continuously instead of monthly. The agent collects admin reports, ties out ending market values, and flags what a person should see.

WorkflowCorporate actionsProcessed like an analyst, not a script. The agent reads announcements, checks every affected position against the books, and escalates the judgment calls.

WorkflowRegulatory filing prepFiling prep that starts from your book, not a blank form. Threshold monitoring and draft assembly; humans sign everything.

Deep diveInvestor reportingLP reporting assembled from the systems you already run. The agent pulls, populates, and cross-checks; your team reviews and sends.

Endowments, foundations, and family offices

Small ops teams running large books across many manager portals.

WorkflowCapital calls and distributionsEvery notice caught, checked, and staged before the wire deadline. The agent watches portals and email, extracts amounts and instructions, and drafts the entry. A human approves every wire.

WorkflowDocument collectionStop chasing statements across GP portals. The agent logs in, downloads, files, and reconciles on schedule. Credentials stay in your vault.

WorkflowK-1 collectionTax season without the chase. Portal watching, collection, and filing by entity, with exceptions routed to your tax team.

Fintech and wealth platforms

Finance, ops, and compliance teams reconciling across bank partners and counterparties that have no API.

WorkflowPeriodic KYC reviewClear the refresh backlog without growing the team. The agent works the review queue, applies your policy, and escalates judgment calls with reasons.

Deep diveCompliance reviewsCross-system periodic reviews on schedule, kept in an append-only audit log.

WorkflowSettlement and partner reconciliationReconcile every settlement across partners that share statements and portals instead of APIs. The agent works what your counterparties actually provide.

Deep diveClient onboardingOnboarding packets that arrive in good order. The agent prefills from your CRM, checks against custodian requirements, and never guesses a blank field.

Real estate finance

Lean accounting teams tracking obligations across county, lender, and carrier portals.

WorkflowProperty tax and insurance obligationsEvery bill and certificate tracked across every county. The agent works the portals, matches who-pays to the lease, and flags the gaps.

The judgment boundary

Agents do the work. Your team keeps the judgment calls.

Every workflow above splits the same way: the agent handles the logging in, downloading, re-keying, and tie-outs, and holds anything final or ambiguous for a person. Wires, filings, submissions, and exceptions are always approved by your team, and every step lands in an audit trail that records decisions, not just actions.

Common questions

How do the agents handle 2FA?

A person clears it. The agent pauses at the challenge, a human completes it, the agent resumes, and the whole exchange is logged. We never bypass MFA.

Where does our data go?

Deployments are single-tenant, in your cloud or ours. Zero retention and zero training on your data, in writing. Credentials live in your vault; agents never see passwords.

What happens when the agent is unsure?

It stops and asks. Anything final, and anything ambiguous, is held for a person with the context attached. The audit trail records decisions, not just actions: what the agent saw, what it did, and why policy allowed it.

Raise what your team can do.