Financial insight, ready to act
Computer Agents can collect financial context, inspect documents, synthesize sources, model scenarios, create reports, and keep finance work connected from first question to decision-ready output.
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From finance data to decisions
Let agents research markets and filings, extract tables from documents, and turn messy inputs into structured analysis your team can act on.
Showcasing what people and teams
build with Computer Agents.
Finance work from raw context to decision-ready outputs.
Use Computer Agents to research markets, inspect documents, structure financial data, create models, visualize metrics, and produce recurring reports in one persistent workspace.
| Financial Research | Research markets, companies, competitors, filings, investor materials, pricing signals, and macro context. Agents collect sources and turn them into clear finance-ready summaries. |
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| Document Analysis | Inspect PDFs, reports, contracts, invoices, decks, spreadsheets, and screenshots. Agents can extract key facts, compare documents, identify risks, and produce structured notes. |
| Structured Data | Convert messy financial inputs into clean tables, CSVs, JSON, and spreadsheet-ready datasets. Agents can normalize fields, reconcile records, and prepare data for analysis. |
| Spreadsheet Modeling | Build and update financial models, formulas, pivot tables, scenario sheets, and operating summaries. Agents can explain assumptions and keep outputs attached to the project. |
| Data Visualization | Create charts, dashboards, KPI summaries, variance views, and board-ready visuals. Agents can turn raw numbers into readable financial narratives. |
| Recurring Reports | Schedule agents to prepare weekly, monthly, or quarterly reporting packs. They can refresh inputs, summarize changes, and create follow-up tasks when metrics move. |
| Browser Operator | Let agents browse investor pages, finance portals, public databases, dashboards, and vendor sites to collect current evidence and verify numbers. |
| Connectors | Connect Google Drive, OneDrive, Notion, Slack, email, GitHub, and other systems so agents can read source files and write finance outputs back into the right workspace. |
| Audit Trail | Keep finance research, model changes, run history, source files, and generated reports connected. Teams can review what an agent did and why a recommendation was made. |
Built with Security.
Open Trust Center
Isolated execution
Each agent runs in its own isolated cloud container with strict resource and access boundaries.
Encrypted by default
Data is protected in transit and at rest, with layered authentication and access controls.
Data ownership and controls
You control your threads, files, and environments with deletion workflows and clear retention policies.
Bring Computer Agents into your organization.
Talk with us about your workflows, security requirements, integrations, and deployment goals. We will help you design the right agent operating model for your team.
Contact salesContact sales
Share the finance workflows, project types, and enterprise constraints you want to solve.
Map your operating model
We help define workspaces, connectors, model choices, governance, and rollout paths for your team.
Launch with support
Deploy agents, resources, and integrations with guidance as your team moves from pilot to production.