Financial services

Money already earned and never billed, payments an exact-match control was never going to catch, and onboarding files missing one document at a time. These agents audit invoices against contracts, forecast the cash actually coming in, and review KYC files — while deciding nothing themselves.

14 agents

Cash Runway Analyst

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
At this pace the cash runs out in 17.8 months.
Runway
17.8
Net burn / month
$27K
Cash today
$480K
Net cash flow by month

➜ Cut $333 a month to keep 18 months of runway.

Forecasts the money that is actually coming, and names the money that is not

▶ Try it now — freeNo card · no API key

Claims Leakage Auditor

All-Access
Insurance● Try it free
Free check · sample result
PDFWordExcelPPT
$36.5K of paid claims looks like leakage across 8 of 13 claims.$36.5K
Claims flagged
8
Leakage
$36.5K
Longest open (days)
140
Why rows were flagged
  • Paid above benchmark50%
  • Open over 90 days30%
  • Duplicate payment20%

➜ Review CL-5003 first: the largest overpayment or duplicate.

Finds what was paid above what the policy actually required

▶ Try it now — freeNo card · no API key

Credit File Completeness Agent

All-Access
Banking & Financial Services● Try it free
Free check · sample result
PDFWordExcelPPT
6 of 10 loan files are missing documents, holding up $1.4M.$1.4M
Files incomplete
6
Loans waiting
$1.4M
Oldest (days)
92
Why rows were flagged
  • Documents missing60%
  • Incomplete over 30 days40%

➜ Ask the customer for the missing documents on LN-8103 today.

Asks for everything missing once, not one document at a time

▶ Try it now — freeNo card · no API key

Duplicate Payment Auditor

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
$20.9K may have been paid twice.$20.9K
At risk
$20.9K
Payments flagged
8
Share of spend
36.1%
Where it sits
  • Brightline Media$12.5K
  • Northwind Supplies$4,200
  • Orbit Software$3,300
  • Cedar Facilities$940

➜ Ask Brightline Media for a refund or credit of $12.5K.

Finds the payments your exact-match control was never going to catch

▶ Try it now — freeNo card · no API key

Expense Policy Auditor

Starter
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
$894 (23.9%) of claimed spend breaks policy.$894
Claimed
$3,743
Flagged
$894
Over limit
4
Flagged amount by reason
  • Over limit32%
  • No receipt54%
  • Repeated14%

➜ Ask P. Lindqvist for receipts or an explanation on 1 claims ($340).

Applies the expense policy nobody has read since it was written

▶ Try it now — freeNo card · no API key

Invoice–Contract Reconciler

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
$525 was charged above the contract price.$525
Overcharged
$525
Share of billing
2.1%
Lines over contract
2
Overcharge by item
  • Steel bracket 40mm$300
  • Hydraulic seal kit$225

➜ Dispute INV-3101: ask for a credit of $300 on Steel bracket 40mm.

Catches the overcharges that match the purchase order perfectly

▶ Try it now — freeNo card · no API key

KYC File Reviewer

All-Access
Banking & Financial Services● Try it free
Free check · sample result
PDFWordExcelPPT
8 of 11 customer files have a gap that needs fixing.23
Files flagged
8
Risk points
23
Longest gap (days)
423
Why rows were flagged
  • Review overdue44%
  • Source of funds not documented33%
  • Identity not verified22%

➜ Complete or escalate Delta Gold FZE today: it is the riskiest file.

Finds what the onboarding file is missing, and decides nothing

▶ Try it now — freeNo card · no API key

Market Structure Analyst

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
The market is moderately concentrated: the top 3 firms hold 74% and HHI is 2,196.60.83
Major firms (20%+)
2
Share held (%)
60.83
Lowest rank among them
2
Why rows were flagged
  • Large share (20% or more)100%

➜ Plan around Northwind Systems: it sets the pace with 60.83% of the market.

Describes what the chart shows, and refuses to tell you what to do

▶ Try it now — freeNo card · no API key

Month-End Close Agent

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
50% of the close is done with 7 days to the close date; 2 tasks are overdue.50%
Close progress
50%
Overdue
2
Blocked
2
Tasks by status
  • Done50%
  • Open39%
  • Blocked11%

➜ Clear the 2 overdue tasks first, starting with Intercompany reconciliation (Amal), 1 days late.

Reads the reconciliation, not the tick beside it

▶ Try it now — freeNo card · no API key

Policy Coverage Checker

All-Access
Insurance● Try it free
Free check · sample result
PDFWordExcelPPT
6 of 9 policies are unapproved or overdue for review.16
Policies flagged
6
Risk points
16
Longest (days)
472
Why rows were flagged
  • Review overdue71%
  • Not approved29%

➜ Get Business continuity plan approved or withdraw it: an unapproved policy cannot be enforced.

Finds the clause, the exclusion and the condition — and lets a person decide

▶ Try it now — freeNo card · no API key

Receivables Recovery Agent

Starter
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
77% of receivables is past due.$280.1K
Open receivables
$365.9K
Overdue
$280.1K
Over 90 days
$57.4K
Aging (value)

➜ Call Northwind Traders first: $106K overdue across 3 invoices, the oldest 107 days late.

Chases what is actually collectable, in the order that gets you paid

▶ Try it now — freeNo card · no API key

Recoverable Tax Analyst

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
$16.4K of VAT on 7 invoices has not been claimed back.$16.4K
Invoices unclaimed
7
VAT to recover
$16.4K
Oldest (days)
1,307
Why rows were flagged
  • VAT not yet claimed70%
  • Older than 3 years: window may close soon30%

➜ Claim the VAT on INV-4003 in the next return.

Finds tax you could reclaim, and tax you should not have

▶ Try it now — freeNo card · no API key

Revenue Leakage Auditor

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
$27.1K was earned and never billed.
Unbilled
$27.1K
Share of earned
13.8%
Lines with a gap
6
Unbilled by service
  • Platform licence$10K
  • API add-on$7,200
  • Training days$4,500
  • Extra seats$3,600
  • Support plan$1,800

➜ Invoice Cobalt Logistics for API add-on: 8 months, $7,200.

Finds the money you already earned and never billed

▶ Try it now — freeNo card · no API key

Strategy Backtest Auditor

All-Access
Finance & Accounting● Try it free
Free check · sample result
PDFWordExcelPPT
Without its 3 best trades this backtest falls from 54.1% to -1%: the result rests on a few trades.55.1
Trades carrying the result
3
Return of flagged trades (%)
55.1
Longest held (days)
7
Why rows were flagged
  • Carries the result60%
  • Extreme outlier40%

➜ Re-run the backtest without T-027 and the other top trades before trusting it.

Tells you what your backtest actually proves, which is usually less than you think

▶ Try it now — freeNo card · no API key

Common questions

Which plan do I need for these agents?

Starter lets you pick any three agents. All-Access and Team open the whole catalogue. Every plan runs on your own AI provider account — PROMIVO charges for the platform and the agents, and your provider bills you for model usage.

How do these agents run?

Server-side, in your workspace. You can run one manually, put it on a schedule, or place it as a step in a workflow. Each states what it reads, what it produces and which actions it may take without approval before you deploy it.

What if the agent I need is not here?

Send a brief describing your business, the problem, the tools you already use and the outputs you need. Three scopes — Adapted, Built and Regulated — and each one is included with an annual plan rather than sold separately. The agent is built from your brief and delivered into your workspace, and it is yours.