Our services
Managed AI Agents

MANAGED AI AGENTS · CHECKED BY ANALYSTS

We build and run AI agents for finance and business teams. Each agent works with your own files, systems and email, and an analyst checks every output before it reaches you. Fees stay low thanks to AI.

It suits any team with regular reporting, analysis or research: finance, investment, operations, HR and management.

 

How it works

• Tell us the task: the question you ask most often, or the report you build every week

• We build your agent around your data, templates and email

• It runs on request (email a question, get the answer with Excel or PDF files and screenshots) or on schedule (daily and weekly reports, digests and monitors)

• An analyst checks every output, and we keep improving the agent over time

 

The agent line-up

• AI Financial Analyst — reporting, models, management accounts and board packs

• AI Investment Analyst — earnings sweeps, stock monitors, company and sector notes

• AI Business Analyst — market research, competitor tracking and briefings

• AI Data Analyst — data pulls from your systems, KPI trackers and dashboards

• Custom AI Agent — any other knowledge work your team repeats

 

Real examples

• A UK care-home group: managers email their questions; the agent pulls occupancy, staffing, HR and recruitment data from their systems and replies with a clear answer, Excel or PDF files and screenshots as proof

• The same group gets daily and weekly occupancy, staffing and HR reports and a monthly management dashboard

• A US public pension fund gets a daily earnings sweep and digest on its largest holdings and a weekly stock monitor

 

Why work with us

We have supported financial clients with outsourced research and analysis since 2012. Now AI agents do the routine work and our analysts check it. That keeps quality high and fees low.

You stay in control: every agent works under human supervision, with clear ownership.