A directory of real use cases of people and companies using AI and AI agents in accounting, treasury, consolidation, annual accounts, controlling and reporting, and in the most widely used financial E
Relationship intelligence platform that finds deal opportunities hidden in your firm's network
Stage
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Founded
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2023
Based in
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US
Pricing model
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Contact for pricing
Pricing
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Key features
Directory of real use cases with identified users
Tutorials for replicating use cases
Guides and manuals for setup and configuration
Ready-to-copy prompts with variables and warnings
Community resources including open tools and templates
Evidence levels for each entry
Coverage of 17 ERPs
Bilingual content in English and Spanish
Unified relationship graph built from CRM, email, calendar and LinkedIn data
CRM data cleaning and enrichment with 90% resolution rate
Relationship scoring across entire firm network
Deal signal detection from news and market events
Pre-meeting intelligence briefs generated in 60 seconds
Warm path mapping to target companies
Job change and M&A alerts before competition
MCP connector for AI assistant integration
API access and custom workflows
SOC 2 Type II certified with enterprise-grade security
What makes it different
Real, identifiable users rather than anonymous examples
Verified sources and public links for every entry
Clear confidence levels so announcements are not mistaken for results
Practical, tested approaches prioritized over press releases
Built by dealmaker with 17 years at Goldman Sachs who systematized how to find $6B deals
Three-phase deployment starting with proof before any commitment required
Read-only access ensures data stays in your environment and is never shared
Deploys in four weeks with no IT integration required
Trusted by 150,000+ bankers, investors and dealmakers
Agents Finance