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Financial automation

Finance Agents

The prototype keeps financial math deterministic while models draft memos and propose classifications for human review.

Focus

Financial workflow agents

TypeScriptLLM routingFinancial modeling
Interactive rendition · sample data

The challenge

Finance workflows need speed, but authoritative outputs cannot depend on an unreviewed model calculation.

The approach

Use deterministic code for normalization, burn, runway, and add-back logic, then give the model a bounded drafting and classification role.

  • 01

    Burn and runway copilot

  • 02

    SMB diligence copilot

  • 03

    Rule-based financial normalization

  • 04

    Evidence-aware memo drafting

Next

Continue improving review ergonomics and source visibility before expanding automation.

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