Make Financial Data a Story Worth Telling.

FinanceGPT combines generative AI and quantitative methods to provide advanced financial modeling, real-time investment analysis, and automated auditing for finance and investment professionals.

Valuation
Credit Risk
Low

The Old Way is Broken.

Your finance team is drowning in manual work. While they copy-paste data between Excel and ERPs, strategic opportunities are missed.

40%

Time Wasted

Of finance activities are manual and fully automatable today.

$50B

Lost Revenue

Annually due to spreadsheet errors and reconciliation lag.

High

Employee Churn

Talent leaves when buried in repetitive data entry work.

The Solution

Hire Your Digital Finance Team

Specialized Agents with infinite attention spans, zero error rates, and 24/7 availability.

Continuous Auditor

Never wait for month-end again. This agent monitors every transaction in real-time, flagging anomalies and reconciling ledgers instantly.

Capabilities
  • Zero-Day Close Protocol
  • Fraud Detection (99.9% Accuracy)
  • GAAP/IFRS Compliance

Investment Associate

Due diligence at the speed of AI. Upload a data room, and this agent extracts key terms, builds DCF models, and drafts investment memos.

Capabilities
  • Automated Financial Modeling
  • Term Sheet Analysis
  • SaaS Metrics Verification

Treasury Controller

Manage liquidity like a Fortune 500. This agent connects to your banks, forecasts cash flow, and executes hedging strategies to protect margins.

Capabilities
  • Cash Flow Forecasting
  • FX Risk Management
  • Liquidity Optimization

How AFaaS Works

Deploying a digital workforce in three steps.

1
Hire & Instruct
Select a specialized agent persona.
The Auditor
Continuous Close Specialist
"Monitor the Stripe account for any transaction > $5k that lacks a matching QuickBooks invoice."
2
Agent Executes
Perception, Reasoning, and Action.
RUNNING
pid: 8821
Connected to Stripe API
Connected to QuickBooks
Analyzing 452 transactions...
Found Transaction #TXN_992 ($5,200)
Search: QuickBooks Inv #TXN_992
Result: NOT FOUND
Anomaly Detected
3
Review & Resolve
Human-in-the-loop control.
Action Required

The Auditor found 1 un-invoiced transaction.

Proposal Risk: Low

Create Invoice for Client X ($5,200) based on email thread?

Strategic Clarity, Instantly

Our agents don't just process data; they derive insights. From real-time consolidated forecasting to instant variance analysis, your digital workforce delivers the financial clarity you need to pivot faster.


Designed for modern CFOs and Investment Committees, FinanceGPT transforms raw ledger data into board-ready strategic narratives.

Used by finance and investment teams in 4.2K enterprises.

Analytics & Research
Navigate complex financial landscapes with confidence, backed by our cutting-edge AI platform and industry expertise.
Asset Management
Streamline your investment strategy with AI-driven portfolio optimization, intelligent tax harvesting and insightful reporting.
Risk Management
Proactively identify and mitigate financial risks with our advanced AI agents. Monitor market volatility, assess creditworthiness, and ensure regulatory compliance in real-time.

Connected Intelligence

Our Agents leverage a vast library of ai finance tools and over 40+ real-time integrations (MCP) to perform complex financial tasks autonomously.

Balance Sheet Analysis
AI Skill
Cash Flow Analysis
AI Skill
Credit Analysis
AI Skill
Diversification Strategy
AI Skill
Equity Research
AI Skill
Exchange Rate Analysis
AI Skill
Fundraising Strategy
AI Skill
Hedging Strategy
AI Skill
Investment Strategy
AI Skill
Liquidity Analysis
AI Skill
Liquidity Strategy
AI Skill
Profit and Loss Analysis
AI Skill
Stock Price Analysis
AI Skill
Tax Planning Strategy
AI Skill
Technical Equity Analysis
AI Skill
Valuation Analysis
AI Skill
Stripe
Payments
QuickBooks
Accounting
Xero
Accounting
Salesforce
CRM
Plaid
Banking
PayPal
Payments
HubSpot
CRM
Shopify
Commerce
AWS
Cloud
Google Drive
Storage
Slack
Comms
Excel 365
Data
Zoho
ERP
Square
Payments
Oracle NetSuite
ERP
SAP
ERP

+25

More Apps
agent_orchestrator.py
_
Task Complete
Reconciled 1,402 transactions in 45 seconds.
Large Quantitative Models (LQMs)

In the Agentic Finance era, standard LLMs are not enough. We develop and deploy proprietary Large Quantitative Models (LQMs) trained specifically on high-frequency financial time-series data.


Unlike generic models that "guess" numbers, our LQMs understand mathematical relationships, GAAP logic, and market stochasticity. They power our agents to perform heavy-duty tasks like Monte Carlo simulations for risk assessment, real-time variance analysis, and predictive cash flow modeling with institutional-grade precision.

FinanceGPT's financial analysis software and AI financial tools suite and agents accelerate financial data analytics, investment portfolio optimization, financial workflow automation and adoption of generative AI for finance. FinanceGPT Labs has been working on and deploying Large Quantitative Models (LQMs) as a distinct category, particularly within the generative Al space for quantitative finance, built as a hybrid with Hot Desk Imputation, KNN Imputation, VAEGAN and GPT/FinBert since August 2022. A whitepaper on LQMs authored by Phiwa Nkambule was released in December 2023.

Join us

Ready to get started?

Create an account in seconds.