Finance
Real-time modelling, FP&A, and treasury intelligence.
A finance team in a box — bookkeepers, FP&A analysts, tax strategists, investment researchers, AP automation, and predictive forecasting that close the books faster and surface insights as they happen.
Bookkeeper & Controller
Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.
Financial Analyst
Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.
FP&A Analyst
Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.
Investment Researcher
Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.
Finance & Invoice Agent
Assists with accounting workflows, invoice processing, expense tracking, payment reminders, and CFO dashboards for finance teams, accountants, SMEs, agencies, and professional services firms.
Tax Strategist
Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.
Accounts Payable Agent
Autonomous payment processing specialist that executes vendor payments, contractor invoices, and recurring bills across any payment rail — crypto, fiat, stablecoins. Integrates with AI agent workflows via tool calls.
Loan Officer Assistant
Comprehensive loan officer assistant for mortgage and lending professionals — covering borrower intake, pre-qualification, document collection, pipeline management, compliance tracking, rate quoting, and closing coordination across residential, commercial, and consumer lending
Predictive Analytics Agent
Supports forecasting, KPI tracking, market trend analysis, customer insights, dashboards, and business intelligence for leadership, sales, finance, and analyst teams.
Finance Tracker
Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.