Sophisticated AI Agents for Finance

Automate Financial Workflows, Reduce Costs, and Gain a Competitive Edge

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Automate

Automate various workflows efficiently and cost effective with our AI-Agents tool suite.

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Embed

Reveal richer insights and make better decisions by extracting meaning from text and images across your datasets.

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Rerank

Elevate search precision by emphasizing the most contextually relevant information throughout your enterprise data.

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Command

Generate text, interpret documents, and power AI assistants—instantly executing tasks that used to take hours.

Create AI Agents in no time

Leverage pre-built AI agents or design custom ones tailored to your workflows in finance, legal, healthcare, retail, and beyond. Our core technology allows you to:

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Autonomous Workflow Agents

Let AI navigate your spreadsheets, documents, and slides just like a human analyst—producing business-ready outputs with unlimited customizability.

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Advanced Document Synthesis

Understand and query any complex financial data or concept from PDFs, CSVs, charts, and more.

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Industry-Focused Solutions

Harness Flowgenn’s expertise and advanced AI capabilities across key financial verticals, from Investment Banking and Private Equity to Hedge Funds and Insurance Carriers. Securely combine Flowgenn’s proprietary tech and financial domain expertise with your institutional knowledge to unlock new heights.

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Investment Banking

Get a reliable head start for complex financial models, presentations, and pitchbooks within seconds.

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Private Equity

Accelerate deal screening: Generate instant summaries from vast data rooms, highlighting everything a partner cares about.

Make Smarter Financial Decisions, Faster

Leverage AI to: Process massive datasets in real-time.Extract meaningful insights from financial documents.Automate trade monitoring and risk assessment.

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Segmentation

28% Reduction in Costs

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Full Automations

31% Increase in Productivity

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Trusted by Leading Financial Institutions

Join dozens of businesses who trust us to fuel their growth and lower their costs.

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AI-Agents

How AI Agents are cutting costs and raising productivity levels.

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Seamlessly integrate your tools

Boost your productivity instantly by connecting your favorite apps and tools with just a few simple steps.

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“Flowgenn has transformed the way we handle financial analysis. Our reporting process is now 10x faster, and our compliance team can focus on strategic oversight instead of manual reviews.”

28%

In cost reduciton

31%

In productivity gains

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Why Flowgenn?

Powerful AI-driven automation designed specifically for financial enterprises to improve efficiency, accuracy, and decision-making across your organization.

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End-to-End Workflow Automation

Automate P&L reporting, risk assessment, and compliance.

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AI-Powered Financial Analysis

Transform raw data into actionable insights.

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Seamless Enterprise Integration

Connect AI with ERP, CRM, and financial platforms like Bloomberg, FactSet, and Snowflake.

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Unlock the potential of your business with our cutting-edge AI-Platform

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