FINANCE
Risk & Compliance
Continuous monitoring for fraud, policy breaches, and audits.
Available AI Agents
Explore agents built for risk & compliance. Deploy instantly or customise for your workflow.
AAVEGuard Portfolio AI
Bloomberg’s 2024 study found firms using Rule Builder (RBLD) saw 30–68% higher order efficiency, proving the performance gains achievable through automated financial workflows
AAVEGuard Portfolio AI monitors Ethereum wallets in Aave V3, analyzes risk factors using GPT-4o, and sends real-time Telegram and email alerts powered by Moralis API data
- Automatically fetches wallet data from Aave V3 via Moralis API
- Analyzes collateral-to-debt ratios and health factors
- Sends instant Telegram and email alerts on risky positions
AudioSummarizer AI
TIME launched an AI audio briefing that converts daily articles to spoken summaries using GPT and voice models — improving accessibility and reader retention.
AudioSummarizer AI converts your WordPress articles into clear, natural-sounding audio using GPT-4o-mini and ElevenLabs, then embeds it back into the post.
- Summarizes or transcribes articles automatically using GPT-4o-mini.
- Converts text to lifelike audio using ElevenLabs API.
- Uploads generated MP3s directly to WordPress Media Library.
FinReport AI Automator
A mid-sized company cut its month-end reporting time from 3 days to 3 hours using Gemini-driven automation
Extracts financial metrics via SQL, analyzes them with Gemini, and emails full executive reports automatically each month
- Issues scheduled SQL queries to fetch financial performance data
- Builds formatted HTML tables from raw data
- Uses Gemini AI to generate narrative analysis, commentary, and recommendations
Invoice Automation Pro
H&H Purchasing achieved 600% processing capacity increase and $85,000+ staffing cost savings.
This AI agent automates invoice processing: extracts text via OCR, validates against master data, and structures results with complete audit trails in Google Sheets.
- Eliminates manual invoice data entry and processing
- Validates invoice accuracy against vendor databases
- Prevents duplicate payments and billing errors
InvoiceFlow Automator AI
A European manufacturer automated 140,000 annual invoices with RPA, drastically reducing manual workload and backlog
InvoiceFlow Automator AI scans Nextcloud for new invoices, emails them, archives them, and notifies Telegram — fully automated and reliable
- Scheduled scanning of Nextcloud invoice directory
- Automatic PDF download and emailing to recipient
- Archiving of processed files for audit traceability
InvoiceVision AI
Docsumo helped clients triple their invoice processing speed and achieve 98 % accuracy, saving 97.5 % of manual effort using AI-OCR invoice automation
InvoiceVision AI extracts and validates PDF invoice data with OCR and AI, cross-checks SKUs, and logs verified results in Google Sheets — reducing errors and saving time.
- Reads invoice PDFs automatically using OCR
- Extracts key data (vendor, items, totals, taxes) via AI
- Validates line items against master SKU and price database
Legal Contracts Co-Pilot
JPMorgan processed 12,000 commercial credit agreements/year, cutting ~360,000 review hours to seconds using COIN NLP-based contract analysis.
Automates first-pass contract review: extracts key clauses, highlights risks, ranks contracts by priority, and outputs standard summaries for legal and commercial teams.
- Speeds pre-screening and ranking of large contract batches for priority review
- Automatically extracts contract essentials (parties, dates, renewal, penalties)
- Flags non-standard or risky clauses against configurable checklists
SmartInvoice AI Flow
A European manufacturer automated processing of 140,000 invoices per year, cutting manual effort by ~60 % using AI invoice automation tools
SmartInvoice AI Flow extracts data from PDF invoices, validates it with AI, routes for approval via email, and stores results in Google Sheets — fully hands-free
- Speeds up invoice approval and payment cycles
- Automatically extracts invoice data from emails and folders
- Sends AI-generated approval requests with decision tracking
Stock Insight Engine
JPMorgan Chase enhanced investment strategies using AI, resulting in a 20% increase in asset and wealth management sales between 2023 and 2024.
Transforms raw financial data into actionable investment insights using AI-driven analysis.
- Automates financial data analysis for faster decision-making
- Identifies market trends and forecasts potential movements
- Assesses investment risks and opportunities
StockPulse AI Analyzer
JPMorgan Chase cut false positives by 95% in anti-money laundering using AI document analysis.
Monitors daily stock news, evaluates sentiment with Google Gemini, and writes actionable sentiment scores into Google Sheets.
- Automates daily collection of financial news for selected tickers
- Evaluates sentiment consistently with AI
- Logs invalid tickers separately for audit clarity
TalentSense Agent
**Unilever reduced video-interview screening time by 50,000 candidate-hours and cut hiring time by 90% using AI video assessment tools.**
Automates pre-screening and ranks candidates according to your job criteria
- Parses resumes and maps them to competency/job criteria
- Ranks and filters candidates based on fit score
- Highlights gaps, red flags, and skill mismatches
TradeSense AI Advisor
JPMorgan Chase cut false positives by 95% in anti-money laundering using AI document analysis
Combines market data, AI technical analysis, and news sentiment to deliver clear BUY/SELL/HOLD trading signals with risk management.
- Fetches live stock data across multiple timeframes
- Automates sentiment analysis of financial news
- Synthesizes signals into simple trade recommendations
WiseTrack Sync AI
Stripe + Figma automated billing ops, handling >200 countries and 87% invoices paid within 24h, easing a <5-person finance team’s workload
Listens to Wise transfer status changes and writes clean records to Airtable with IDs, amounts, dates, and references, giving finance teams live visibility without manual data entry
- Captures Wise transfer status changes in real time
- Appends clean, de-duplicated records to Airtable
- Standardizes fields for reporting & reconciliation
Finance Agent
JPMorgan Chase used generative-AI tools and achieved a 20 % increase in gross sales for its asset & wealth-management business between 2023 and 2024
Real-time market insights and deep-dive company analysis for smarter investing.
- Automates retrieval of financial disclosures and summaries.
- Synthesizes data from multiple sources into structured outputs.
- Customizable for specific company universes and sectors.
Finance Agent
JPMorgan reduced research prep time by 95% and accelerated report generation 20% using AI-assisted analysis — example of similar technology, not results from this agent.
An AI-powered market analyst delivering real-time stock insights, analyst ratings, financial deep-dives, and sector trends for companies like AAPL, TSLA, and NVDA.
- Aggregates and analyzes real-time stock, ETF, and sector data
- Generates AI-driven investment summaries and recommendations
- Provides risk assessments and scenario-based forecasts
Legal Document Analysis Agent
A&O Shearman reduced contract review time by ~30%, saving average 7 hours per review using similar AI-powered document-analysis tools.
An AI agent that analyses legal documents from PDF URLs and provides legal insights based on a knowledge-base using vector embeddings and GPT-4o.
- Speeds up intake and review of legal documents from PDF uploads or URLs
- Highlights non-standard contract clauses and deviations from your internal playbook
- Generates structured summaries and executive-ready reports for legal decision-makers
Solving Complex Tasks
JPMorgan Chase improved investment decision speed by 50% and reduced research time by 80% using similar AI-powered financial analysis tools.
An advanced AI-powered market analyst that delivers real-time stock market insights, analyst recommendations, financial deep-dives, and sector-specific trends.
- Automates multi-step financial analysis processes
- Delivers real-time insights into market movements and trends
- Provides detailed company performance evaluations
PatchPulse Mailer
Sabadell United Bank cut patch deployment time 6× and reduced zero-day patching from weeks to 1 day
Automates daily Ubuntu package checks via SSH and emails a clean list of upgradable packages so admins can patch faster and reduce risk
- Sends daily “needs-patching” email summaries to your inbox
- Eliminates manual update checks on Ubuntu servers
- Prioritizes action by notifying only when updates exist
Grafana Provisioner for WHMCS/WISECP
Mux cut metrics volume 60% and improved dev productivity using Grafana dashboards
Auto-provision Grafana per client, sync lifecycle with billing, and expose a clean API for ops at scale
- Automates Grafana workspace provisioning via Docker
- Integrates with WHMCS/WISECP billing events
- Provides API for start/stop, password reset, etc.
PolyDub Distributor
Discovery Digital Networks raised YouTube views 7.32% (+13.48% in first 14 days) after adding captions
Automates AI dubbing via DubLab and distributes finished videos to Telegram, Box, Dropbox, YouTube, and Postiz—hands-off multilingual publishing
- Accepts videos & target languages in one intake form
- Launches AI dubbing projects and tracks progress automatically
- Delivers finished dubs to YouTube, Postiz, Telegram, Box, Dropbox
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