Hire an agent
that already knows the work.
Each agent below is a specialist trained on commercial-finance procedure, not a generic chatbot with a system prompt. It arrives knowing the document taxonomy, the filing rules, and where a deal usually stalls — and it works where your team already works.
The finance specialists are built and ready. CryptoTrader and MarketTrader are the only agents still coming soon. Portal deployment availability is shown separately for each published runtime version.
Working today
The built agent fleet, from application intake to financial operations and regulatory tracking. Choose a specialist, then review its setup and deployment options with your team.
Intake
intake
Runs the CSG-1003 conversation and produces a certified package.
- Collects the 18 always-required CSG-1003 fields conversationally, branching on Field 77
- Scores completeness on every turn via the score_csg_1003_completeness capability
- Produces an Ed25519-signed certified package as JSON + PDF
- model
- chat-long-context · Sonnet-class
- runs on
- Web portal · REST API · MCP · Recurser CLI
Processor
processor
Works the deal in a Slack channel — documents in, packaged file out.
- Lives in one Slack channel per deal and answers when summoned
- Classifies and files uploaded documents, then reports what is still missing
- Reports on a fixed contract — filed, filed-with-flags, parked, decision-needed, failed
- Escalates instead of guessing: a human signs anything that leaves the channel
- model
- chat-long-context · Sonnet-class
- runs on
- Slack (per-deal channel)
CFO
A CFO-shaped agent for the merchant side of the table.
- Cash position and forecasting for owner-operators
- Gets a business financing-ready before it applies
- model
- reasoning-heavy · Opus-class
Bookkeeper
Keeps the books current so the numbers a lender asks for already exist.
- Categorises transactions and reconciles accounts on a set cadence
- Produces the statements underwriting asks for, before underwriting asks
- model
- cheap-fast · Haiku-class
Underwriter
underwriter
Turns a submitted package into a citation-backed credit memo.
- Reads a submitted application and its parsed statements
- Drafts a credit memo where each claim cites a CSG-1003 field or a source document
- model
- reasoning-heavy · Opus-class
Analyst
Reads the financials and says what the numbers actually show.
- Spreads bank statements and financials into comparable metrics
- Flags concentration, seasonality, and debt-service coverage
- model
- reasoning-heavy · Opus-class
Monitorer
Watches funded deals and raises a hand before a problem becomes a default.
- Tracks performance and covenant signals after funding
- Escalates deterioration to a human rather than acting on it
- model
- cheap-fast · Haiku-class
Evaluator
Grades the other agents against a rubric before a customer sees the output.
- Scores agent output against a fixed rubric
- Catches regressions in agent behaviour before they reach a deal
- model
- reasoning-heavy · Opus-class
Complier
Checks the file against the rules before it leaves the building.
- Checks disclosures and documentation against policy
- Blocks or flags what does not comply, with the rule it failed
- model
- reasoning-heavy · Opus-class
Marketeer
Runs the outbound that keeps the pipeline full.
- Drafts and schedules campaigns to a defined audience
- Keeps messaging consistent with claims that have been approved
- model
- chat-long-context · Sonnet-class
RegTracker
Tracks rule changes across the states you lend in and flags what they affect.
- Monitors regulatory changes across lending jurisdictions
- Flags affected policies and workflows for human review
- model
- reasoning-heavy · Opus-class
Next off the line
CryptoTrader and MarketTrader are not ready yet. These trading agents remain separate from the built finance fleet.
CryptoTrader
Executes and monitors digital-asset positions against a mandate you set.
coming soon
MarketTrader
Works public-market orders to a strategy, with a human on every mandate change.
coming soon