Simply Satisfying AI Solutions

Makeyourfinanceteamelite

Custom AI for finance

Private, on-prem AI that does the document-heavy work of lending and financial services - deployed in weeks, on your compute, your client data never leaving your control.

Running

Generate Investment Opportunity

Template: Investment Opp v1

Extracted facts (12)
  • Borrower: Birchwood Properties
  • Facility: A$18.4M Construction Loan
  • LVR: 64%
  • Security: First mortgage, 14 Acacia St
  • + 8 more

Docs used (10)

  • valuation.pdf
  • Feasibility.xlsx
  • Developer CV.pdf
Chat about this⌘K

Flagship

Finance Agentic OS LLM Platform

Private, on-prem AI for the document-heavy work. 4 engines (Document Processing, Analysis, Creation, RAG) and 7 named agents. MCP server inside your perimeter. Phase 1 KYC built-in.

Finance Agentic OS LLM PlatformOn-prem

Credit Memo

Drafting IC paper for Birchwood

running

Lease Abstractor

Parsed 14 leases from rent roll

done

KYC Check

Verified directors for Quartz

done

Term Sheet

Generated facility doc

queued
Running inside customer perimeter · MCP server

How the platform works

From document pile to decided.

1. Ingest: File Management

Every document is identified, extracted, classified, indexed and loaded into a private, AI-ready database. Tailored at the document level to pull the important details out of complex business, financial and legal paperwork.

2. Analyse: Document Analysis

Configured to consolidate a deal from the documents you already hold, surfacing the information that matters on demand. Ask it plainly, and it answers from your own files.

3. Draft: Document Generation

Turn the source documents into the deliverable you need - an opportunity deck with the loan and property details drawn straight from the files that built it, every figure traceable to its source.

The agents

Orchestrator picks the agent. Audit log shows the work.

Six specialists, one mental model. The orchestrator routes each task to the right one. Every action lands in the audit log - timestamped, attributable, reviewable.

OrchestratorRoutes work, picks the agent
Document Manager
Research Analyst
Credit Analyst
Document Drafter
CRM Manager
Communications Manager

Live audit log

Agentic OS for CRE

10:42:08Research Analystresearching builder and developer history●
10:42:06Research Analystpulling comparable sales in Melbourne
10:42:04Document Managerextracting lease schedule data from pdf
10:42:02Document Managerpulling titles from NSW Land Registry
10:42:00Research Analystresearching property address: 15 Collins St, Melbourne VIC
Follow an audit log of all work completed by your agentic OS team for CRE.

See the platform on your own finance workflow

Book a walkthrough and we'll show you the Ingest, Analyse, Generate workflow running on the kind of documents your team handles every day.

Book a demoGet in touch