AI Finance Agents
AI Finance Agents
AI Finance Agents
Automate the Grunt Work.
Automate the Grunt Work.
Automate the Grunt Work. Accelerate Your Career.
Accelerate Your Career.
Accelerate Your Career.
Our AI reads dense filings, pulls hard-to-find numbers, and updates your models in minutes. Deliver faster, cleaner insights and show you are ready for the next step up.
Pain Points
Pain Points
Escape the Crucible of Grunt Work.
Automate Data extraction
AI pulls key data points from 10-Ks, credit agreements, and pitch books in minutes, not days.
Automate Data extraction
AI pulls key data points from 10-Ks, credit agreements, and pitch books in minutes, not days.
Automate Data extraction
AI pulls key data points from 10-Ks, credit agreements, and pitch books in minutes, not days.
Eliminate Modeling Errors
Copy-paste mistakes disappear. The platform pushes verified numbers straight into your LBO and DCF templates.
Eliminate Modeling Errors
Copy-paste mistakes disappear. The platform pushes verified numbers straight into your LBO and DCF templates.
Eliminate Modeling Errors
Copy-paste mistakes disappear. The platform pushes verified numbers straight into your LBO and DCF templates.
End the endless Revisions
Generate clean, audit-ready Excel tabs and PowerPoint pages so late-night fire drills become the exception, not the rule.
End the endless Revisions
Generate clean, audit-ready Excel tabs and PowerPoint pages so late-night fire drills become the exception, not the rule.
End the endless Revisions
Generate clean, audit-ready Excel tabs and PowerPoint pages so late-night fire drills become the exception, not the rule.
Use Cases
Use Cases
Use Cases
Your Unfair Advantage
Document Parser Agent
Converts earnings calls, PDFs, and data rooms into structured tables you can query instantly.
Model Builder Agent
Populates valuation models, sensitivity tables, and waterfall charts with traceable data.
Manually Message Cole…
#SC-89432-refund.pdf
Co
Cole
Hi, I need help with a refund for my order.
2:34 PM
AI
Agent
8:15 AM
I've reviewed your order #SC-89432 and
processed a full refund of $127.49.
Manually Message Cole…
#SC-89432-refund.pdf
Co
Cole
Hi, I need help with a refund for my order.
2:34 PM
AI
Agent
8:15 AM
I've reviewed your order #SC-89432 and
processed a full refund of $127.49.
Manually Message Cole…
#SC-89432-refund.pdf
Co
Cole
Hi, I need help with a refund for my order.
2:34 PM
AI
Agent
8:15 AM
I've reviewed your order #SC-89432 and
processed a full refund of $127.49.
Deck Generator Agent
Exports slides that match your brand template and link back to live cells for one-click updates.
Define Target Criteria
Natural language prospect targeting
product managers at fintech companies
Security & Trust
Security & Trust
Security & Trust
Don't Trust It.
Don't Trust It. Verify It.
Verify It.
We build our platform on a foundation of state-of-the-art security and privacy protocols, because we know your business data is your most valuable asset.
VarickAgents
VarickAgents
VarickAgents
Radical Transparency
Every output in your workbook links to the exact sentence, table, and page in the source.
Radical Transparency
Every output in your workbook links to the exact sentence, table, and page in the source.
Radical Transparency
Every output in your workbook links to the exact sentence, table, and page in the source.
"Glass Box" AI
The logic and assumptions are visible so you keep full intellectual ownership.
"Glass Box" AI
The logic and assumptions are visible so you keep full intellectual ownership.
"Glass Box" AI
The logic and assumptions are visible so you keep full intellectual ownership.
Workflow Integration
Delivers fully functional Excel files and PowerPoint decks that slot into your current process.
Workflow Integration
Delivers fully functional Excel files and PowerPoint decks that slot into your current process.
Workflow Integration
Delivers fully functional Excel files and PowerPoint decks that slot into your current process.
Enterprise-Grade Security
Data stays encrypted in transit and at rest, mapped to ISO 27001 and SOC 2 controls. Nothing trains public models.
Enterprise-Grade Security
Data stays encrypted in transit and at rest, mapped to ISO 27001 and SOC 2 controls. Nothing trains public models.
Enterprise-Grade Security
Data stays encrypted in transit and at rest, mapped to ISO 27001 and SOC 2 controls. Nothing trains public models.
Advance Your Team
You Have Paid Your Dues.
Now Level Up.
Book a 30-minute call and leave with an AI action plan that frees you from busywork and lets you focus on higher-value analysis.
“Quarter-end close dropped from nine days to five, and analysts spent the time on real diligence instead of copy-paste.” – VP Finance, Growth Equity Fund
Advance Your Team
You Have Paid Your Dues.
Now Level Up.
Book a 30-minute call and leave with an AI action plan that frees you from busywork and lets you focus on higher-value analysis.
“Quarter-end close dropped from nine days to five, and analysts spent the time on real diligence instead of copy-paste.” – VP Finance, Growth Equity Fund
Advance Your Team
You Have Paid Your Dues.
Now Level Up.
Book a 30-minute call and leave with an AI action plan that frees you from busywork and lets you focus on higher-value analysis.
“Quarter-end close dropped from nine days to five, and analysts spent the time on real diligence instead of copy-paste.” – VP Finance, Growth Equity Fund
Frequently
Asked Questions
Have questions? Our FAQ section has you covered with
quick answers to the most common inquiries.
Have questions? Our FAQ section has you covered with quick answers to the most common inquiries.
What do we need to start?
Can I trust the numbers?
How soon will we see impact?
Will this replace analysts?
How is pricing structured?
What do we need to start?
Can I trust the numbers?
How soon will we see impact?
Will this replace analysts?
How is pricing structured?
What do we need to start?
Can I trust the numbers?
How soon will we see impact?
Will this replace analysts?
How is pricing structured?