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AI agents for finance

AI agents for finance jobs. Each one works through a real process, checks its own work and asks you before anything goes out.

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370 agents

Quality control · Finance

Time and Attendance Exception Agent

Clean, approved time data by payroll cut-off

7 steps1 check1 job
Data cleanup · Finance

Trade Break Reconciliation Agent

Find and resolve every trade break the morning after it happens.

11 steps1 check1 job
Analysis · Finance

Trade Journal Review Agent

A complete journal and weekly review with clear patterns

8 steps1 check1 job
Compliance · Legal

Transfer Pricing Documentation Check Agent

Intercompany charges stay inside the policy range and the documentation supports them.

10 steps1 check1 job
Compliance · Quality control

Underwriting File Documentation Audit Agent

Underwriting files that contain every required rationale and sign-off, with gaps closed

10 steps2 checks1 job
Monitoring · Analysis

Unusual Trading and Short Interest Watch Agent

Unusual trading is spotted the same day, explained where possible and escalated when not

11 steps2 checks1 job
Compliance · Administration

Wage Garnishment Administration Agent

Every garnishment order set up correctly and on time

8 steps1 check1 job
Analysis · Automation

Watchlist Setup Screening Agent

A ranked short list of watchlist candidates that meet the trader's rules and pass the safety checks

10 steps2 checks1 job
Quality control · Risk management

Wire Transfer Preparation Check Agent

Every wire correct, screened and ready for dual approval

8 steps1 check1 job
Quality control · Risk management

Year-End W-2 Readiness Agent

Correct W-2 data before forms are produced

7 steps1 check1 job