AI agents for finance teams
49 ready-made GREP AI agents built for finance teams: research, checks and briefs that run on demand or on a schedule.
What these agents deliver
26 deliver a sourced report, 15 a formatted brief, 5 a spreadsheet, 2 a Word document and 1 a dashboard. 18 run on a schedule, 15 run on demand, 11 run over a list on a schedule and 5 run over a list. Built for finance teams, operations teams, founders, risk teams, compliance teams and investors.
AI agents for finance teams
49 agentsAgents49
- Runs on demand
Accounting Treatment Memo
A sourced accounting memo on your transaction under your chosen standard. It cites authoritative guidance and peer disclosures from public filings.
Built for controllers and technical accountants documenting how to account for a transaction in an accounting memo.
Word documentView → - Runs on demand
Audit Readiness Checklist
An AI audit readiness checklist that gives you a PBC request list and control-evidence checklist for your upcoming audit, with suggested owners, due dates and the source standard behind each item.
Built for controllers, compliance leads and founders preparing for an upcoming SOC 2, ISO 27001, financial statement, HIPAA or PCI DSS audit.
Sourced reportView → - Runs over a list
Batch Business Verification
Batch business verification for each business, vendor, supplier, signup or invoice on your list: registry, address, domain, sanctions and fraud checks with a pass, review or block verdict.
Built for compliance, procurement, risk and AP teams running business verification on many businesses at once.
Sourced reportView → - Runs on demand
Benchmark Study
Public industry benchmarks for one metric, price or pay item, with ranges, medians, definitions, caveats, sources and where your figure sits.
Built for teams checking a pay, price or performance figure against industry benchmarks from public peers.
Sourced reportView → - Runs on a schedule, monthly
Benchmark Watch
Industry benchmark tracking every month: the latest public benchmark ranges for your chosen metrics, showing changes since last period and where your figures sit.
Built for teams doing industry benchmark tracking of their own metrics against published norms.
Formatted briefView → - Runs on a schedule, daily
Catastrophe Loss Tracker
An AI reinsurance news and catastrophe loss tracker that briefs you on each active catastrophe: its path or footprint, latest insured-loss estimates, and the listed insurers and reinsurers most exposed.
Built for reinsurance analysts, insurers and risk teams tracking the latest catastrophe losses and reinsurance news in real time.
Formatted briefView → - Runs over a list on a schedule, weekly
Company Event Calendar
A company event calendar for each company you follow: upcoming earnings, investor days, conferences and renewals, with consensus expectations, latest KPIs and what to watch.
Built for investors, analysts and account teams using a company event calendar to track a fixed set of companies' upcoming catalysts.
Formatted briefView → - Runs on demand
Comparable Deal Comps
Transaction comparables from public deals: a table of parties, value, multiples and terms, plus ranges, medians, off-market flags and where your terms sit.
Built for founders, dealmakers and advisors pricing or negotiating a deal against public transaction comparables.
SpreadsheetView → - Runs over a list
Contract & Lease Abstractor
Lease abstraction for each supplied lease or contract: parties, dates, payments, escalations, options, notice deadlines and obligations, each with clause citations.
Built for lease administrators, counsel and finance teams doing lease abstraction on a batch of leases or contracts.
Sourced reportView → - Runs over a list on a schedule, weekly
Contract Key Date Tracker
A contract tracker that builds a prioritized calendar of renewal, notice, auto-renew, rent-review, break and price-change dates from your agreements, with the action due before each.
Built for contract, procurement and property managers who use a contract tracker because they must not miss a notice window.
Sourced reportView → - PremiumRuns on demand
Corporate Due Diligence
A due diligence report on one company: who runs and owns it, its financials, legal history, reputation and red flags.
Built for investors, dealmakers, lawyers and buyers who need a due diligence report to vet a company.
Sourced reportView → - Runs on demand
Country Risk Check
A sourced country risk assessment for one country: sanctions programs, FATF status, corruption and AML indices, political stability, payment and transfer risk, and suggested controls.
Built for compliance, finance and operations teams using a country risk assessment to decide whether and how to do business in a country.
Sourced reportView →
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- Runs on a schedule, weekly
Crop Weather Watch
A weekly agricultural weather outlook for your regions and crops: weather, drought, frost and flood risk, with likely yield effects and recommended actions.
Built for growers, agronomists and ag traders tracking agricultural weather risk to specific crops and regions.
Formatted briefView → - PremiumRuns on a schedule, daily
Crypto Analyst
Crypto analysis on the tokens and projects you follow: prices, on-chain activity, news and risks.
Built for crypto investors, traders and analysts who want regular crypto analysis.
Sourced reportView → - Runs on demand
Customer Document Authenticity Check
Document fraud detection for one customer document: a field-by-field check against stated details, issuer formats and validity rules, with fraud flags and a disposition.
Built for KYC, onboarding and fraud analysts running document fraud detection on documents customers submit.
Sourced reportView → - Runs on a schedule, monthly
Data Export Analyzer
Monthly data export analysis of the file you upload: the key drivers, anomalies and spikes, how you compare to benchmarks, and ranked actions with estimated impact.
Built for operators and analysts who need data export analysis without building a dashboard.
Formatted briefView → - Runs on a schedule, monthly
Data Series and Price Index Refresh
Price index tracking for your named data series and price indices: a refreshed table and charts, with moves against prior periods and what they mean for your budget or plan.
Built for analysts, planners and budget owners using price index tracking on the cost and price series that move their numbers.
Formatted briefView → - Runs on a schedule, weekly
Deal Flow Digest
A weekly fundraising news digest covering funding rounds, acquisitions, IPOs, exits and active investors in your sector and stage, with values, terms and rationale.
Built for VCs, founders and corp dev teams who need weekly fundraising news scoped to their sector and stage.
Formatted briefView → - Runs over a list on a schedule, monthly
Earnings Brief
A monthly earnings call brief on the companies you list that reported: results vs expectations, guidance changes, exact management quotes, analyst Q&A themes and what changed since last quarter.
Built for leaders, analysts and investors who follow earnings calls for the listed companies they track.
Formatted briefView → - Runs on a schedule, weekly
Economic and Rate Outlook Brief
A recurring AI brief on central bank news, interest rate forecasts, data releases, FX and lender terms in your regions, with plain-English readings of what each means for your exposure.
Built for treasurers, CFOs and portfolio managers reading central bank news and the rate outlook each week.
Formatted briefView → - Runs on a schedule, daily
Exchange Filings & Disclosure Watch
Daily exchange filing alerts: a digest of new filings, material-fact notices and governance rule changes from your chosen exchange and regulator, scoped to your companies or topics.
Built for investor relations, compliance and finance teams who need exchange filing alerts on listed companies and securities rules.
Formatted briefView → - Runs on a schedule, weekly
Finance Leader Weekly
Weekly CFO news for your country: rates, FX, tax, accounting standards and reporting rules that affect finance teams.
Built for CFOs and finance teams who want the week's CFO news for their country in one brief.
Formatted briefView → - PremiumRuns on a schedule, daily
Financial Markets
An AI market intelligence agent that delivers a daily, sourced briefing on price moves, earnings, filings and economic data for the tickers, sectors or markets you list.
Built for investors, traders and corp dev teams reading a daily market intelligence briefing on their tickers and sectors.
Sourced reportView → - Runs on demand
Funding Finder
A grant search that returns a ranked list of open grants, scholarships, fellowships, tax credits and incentives you qualify for, with amounts, eligibility, deadlines and application links.
Built for students, researchers, creators, nonprofits and companies running a grant search for money they qualify for.
SpreadsheetView → - PremiumRuns on a schedule, weekly
Insurance
Insurance research on a line of business, and region if you name one: underwriting, claims, regulation, pricing and market moves.
Built for underwriters, brokers, actuaries and insurance leaders who need regular insurance research.
Sourced reportView → - Runs on demand
Investment Memo Drafter
A cited first-draft investment memo on one company: thesis, market, traction, valuation, risks, comps, return scenarios and the diligence questions still open.
Built for investors drafting an investment memo on a company under diligence.
Word documentView → - Runs over a list on a schedule, weekly
Item Price Tracker
Weekly price monitoring for the exact items you list: a per-item table of current prices, stock, lead times and terms across sellers, with changes, shortages, best offers and cost impact flagged.
Built for buyers, operators and shoppers using price monitoring to see what specific items cost and where to get them.
Sourced reportView → - PremiumRuns on demand
Know Your Business
Know your business screening for one company: sanctions, adverse media, beneficial owners and high-risk jurisdictions, plus EIN, state registration, liens and bankruptcies for a US business.
Built for compliance, risk and onboarding teams running know your business checks.
Sourced reportView → - PremiumRuns on demand
Know Your Customer
KYC screening for one person against sanctions, politically exposed person (PEP) lists and adverse media, with a match rating for each hit.
Built for compliance and risk teams running KYC screening on individuals.
Sourced reportView → - Runs over a list on a schedule, weekly
Landed Cost Calculator
A landed cost calculator for each SKU on your lane: freight, duty, VAT, FX, port charges and fees, plus required licenses, cited rates and the margin hit at your selling price.
Built for importers and e-commerce operators using a landed cost calculator to price goods bought abroad.
Sourced reportView → - Runs over a list on a schedule, weekly
License & Credential Register Monitor
Weekly credential monitoring for every holder on your list against official registers: status changes, enforcement, warnings, exclusions and upcoming expiries, with a decision per row.
Built for compliance, risk and credentialing teams doing credential monitoring on licensed partners, staff or providers.
Sourced reportView → - Runs on a schedule, weekly
Market Rate & Cost Watch
A weekly commodity tracker for what you buy: market price, benchmark and tariff moves compared with your contracted rates, plus forecasts, cost impact and renewal flags.
Built for buyers, planners and finance leads using a commodity tracker to manage input, freight, energy or borrowing costs.
Formatted briefView → - Runs over a list on a schedule, weekly
Merchant Portfolio Monitor
Weekly merchant monitoring that re-checks up to 25 merchant sites for changes, prohibited products, complaints, regulator actions and domain problems, with a decision per merchant.
Built for acquirers and payment facilitators running merchant monitoring on their portfolio.
Sourced reportView → - Runs over a list
Merchant Risk Review
Merchant underwriting for each merchant website: what it sells, a suggested MCC, prohibited or high-risk items, missing compliance pages, a risk rating and an action.
Built for payments risk teams doing merchant underwriting for onboarding or portfolio monitoring.
Sourced reportView → - Runs over a list on a schedule, daily
Name Screening Monitor
Ongoing sanctions screening: each name on your list is re-screened against sanctions, PEP, watchlists and adverse media, with new hits flagged and a decision per row.
Built for compliance and risk teams running sanctions screening and monitoring on customers or counterparties.
Sourced reportView → - Runs over a list on a schedule, weekly
Official Deadline Calendar
A weekly compliance calendar of upcoming filing, renewal, application and reporting deadlines for your tracked items, from official sources, with rule changes flagged.
Built for compliance, finance and legal staff keeping a compliance calendar for entities, clients or programs.
Sourced reportView → - Runs over a list on a schedule, weekly
Peer Metrics Comps Table
A weekly peer comps table of your chosen KPIs, ratios or multiples for each peer, sourced from filings and market data, with changes since the last run flagged.
Built for analysts, investors and finance teams using peer comps to benchmark a company.
Sourced reportView → - Runs on a schedule, weekly
Property Listing Watch
Weekly commercial property listings and developments in your markets: new or changed listings matching your space type and any requirements you set, with size, rent, specs and fit.
Built for occupiers, brokers and site-selection teams watching commercial property listings in specific markets.
SpreadsheetView → - Runs on a schedule, weekly
Property Transaction Comps Tracker
Weekly commercial real estate comps for your submarkets: newly reported sales, leases and rents added to a comps table with price, yield, incentives, parties and trend notes.
Built for brokers, valuers and investors tracking commercial real estate comps in their markets.
DashboardView → - Runs on a schedule, weekly
Public Budget Tracker
Weekly public spending changes for the programs you track: new appropriations, budget proposals, funding-line changes and spending commitments, with what each likely means.
Built for grant seekers, contractors and analysts who depend on public spending for specific programs.
Formatted briefView → - Runs on demand
Quote Comparator
Compare contractor quotes in one normalized table against local market rates, showing true totals, terms, scope gaps, hidden fees and questions to ask each vendor.
Built for buyers comparing contractor quotes, supplier bids or agency proposals before signing.
SpreadsheetView → - Runs over a list on a schedule, weekly
Renewal Outreach Planner
Weekly renewal management for your client list: renewals ranked by date and risk, each with an expected price-change range and a ready-to-send personalized outreach draft.
Built for account managers and brokers doing renewal management on upcoming client renewals.
Sourced reportView → - Runs on a schedule, daily
Sanctions Update Brief
An AI sanctions compliance brief that tracks every change to the sanctions regimes you watch: new designations, delistings, scope changes and licensing updates, with their impact on your controls.
Built for AML, trade compliance and KYC teams tracking sanctions compliance updates and watchlist changes each day.
Formatted briefView → - Runs on demand
Screening Hit Resolver
An AI sanctions screening hit resolver that returns a per-alert disposition: likely true match, likely false positive, or needs more information, with an identifier-by-identifier comparison and a ready case note.
Built for AML, KYC and compliance analysts resolving sanctions screening alerts with a defensible audit case note.
Sourced reportView → - Runs on a schedule, daily
Shipping Disruption Watch
Daily supply chain alerts on the congestion, strikes, weather, closures, blank sailings and customs holds hitting your carriers, ports and lanes, with expected delays and actions.
Built for logistics and supply chain teams using supply chain alerts to protect inbound and outbound shipments.
Formatted briefView → - Runs over a list
Software Spend Review
An AI SaaS spend management agent that reviews every tool on your list for overlap, current list price, cheaper equivalents and bundling, and returns a keep, consolidate or replace verdict per tool.
Built for finance, ops and founder teams cutting duplicate or overpriced software before the next renewal cycle.
Sourced reportView → - Runs on demand
Source of Wealth Check
A source of wealth worksheet from public evidence on how a person built their wealth, checked against what they declared, with plausibility and gaps.
Built for compliance teams checking source of wealth during enhanced due diligence on a high-risk or high-value customer.
Sourced reportView → - Runs on demand
Supplier Finder
Find suppliers for a specific part, material or product: a ranked shortlist with fit to spec, stated capacity, certifications, trade evidence, risks and contact routes, as an Excel workbook.
Built for buyers and operators who need to find suppliers for a specific part, material or product.
SpreadsheetView → - Runs over a list
Tax Obligation Checker
Sales tax nexus, VAT and withholding checks for each jurisdiction or client you list, with thresholds, legal basis, estimated exposure and registration steps.
Built for finance leads and founders working out where sales tax nexus or other tax registration is triggered.
Sourced reportView →