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AI Library · 3,970 AI agents for 501 jobs

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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What it helps you do
Job

370 agents

Creating · Decisions

Buyer Universe Screening Agent

Produce a ranked, defensible buyer list with a reason for each name in or out.

10 steps1 check2 jobs
Analysis · Data cleanup

Card Processor Settlement Reconciliation Agent

Every settlement agrees with sales and the bank, with fees, chargebacks and delays explained and booked

11 steps2 checks2 jobs
Decisions · Finance

Charitable Giving Strategy Agent

Choose the giving method with the best tax result and confirm it before year end

10 steps2 checks2 jobs
Quality control · Finance

Claim Scrubbing Agent

Clean claims on first submission

7 steps1 check2 jobs
Analysis · Finance

Claims Reserve Review Agent

Reserve indications by line ready for actuarial selection

8 steps1 check2 jobs
Monitoring · Automation

Client Fact-Finding Update Agent

Keep client facts current so plans rest on the right data.

11 steps1 check2 jobs
Planning · Decisions

Client Life Event Response Agent

Turn a life event into a reviewed set of plan changes and options quickly.

11 steps1 check2 jobs
Reporting · Creating

Client Review Meeting Prep Agent

A complete prep pack and agenda for every client review

8 steps1 check2 jobs
Risk management · Monitoring

Collateral and Insurance Verification Agent

Keep every collateral file current on valuation and insurance.

10 steps2 checks2 jobs
Quality control · Automation

Compensation Survey Submission Agent

A clean, validated survey submission on time

7 steps1 check2 jobs
Risk management · Monitoring

Concentration Limit Monitor Agent

Keep exposures within limits and catch breaches before approvals are signed

10 steps2 checks2 jobs
Decisions · Sales

Condo Project Eligibility Agent

Check a condo project's documents against lender eligibility rules and find a lender that accepts it

10 steps2 checks2 jobs
Quality control · Budgets and money

Construction Pay-Application Evidence Agent

Payment applications that bill only approved, evidenced work, once.

9 steps2 checks2 jobs
Decisions · Finance

Convertible Note Maturity Agent

No note matures unnoticed, and each has a computed conversion and an informed decision

11 steps2 checks2 jobs
Quality control · Finance

Corporate Action Adjustment Agent

Position, cost basis and orders reflect each corporate action correctly and agree with the broker

11 steps2 checks2 jobs
Monitoring · Reporting

Coverage Watchlist News Triage Agent

A short, checked digest of material news on covered companies

8 steps1 check2 jobs
Decisions · Risk management

Credit Limit Increase Request Agent

Give the credit manager a scored, conditioned recommendation on each limit request within a day or two

10 steps2 checks2 jobs
Analysis · Finance

Credit Report Review and Rescore Planning Agent

A clear list of credit issues and steps tied to better loan terms

8 steps1 check2 jobs
Analysis · Risk management

Credit Scorecard Backtest Agent

Show whether the scorecard still ranks risk correctly and what cutoff changes would do

10 steps2 checks2 jobs
Project tracking · Finance

Deal Timeline and Workstream Tracker Agent

Keep the deal on schedule by showing delays that matter and prompting the right party.

10 steps1 check2 jobs
Decisions · Automation

Denial Management and Appeal Agent

Denials worked before deadlines and causes reduced

7 steps1 check2 jobs
Document handling · Administration

Document Version and Filing Cleanup Agent

Leave one current version per document in a clear folder structure with nothing broken or lost.

10 steps1 check2 jobs
Research · Automation

Down Payment Assistance Match Agent

Match first-time buyers to assistance programs, check lender participation and track applications

11 steps2 checks2 jobs
Monitoring · Risk management

Early Warning Watchlist Agent

Surface borrower stress early with clear causes and track whether it resolves

10 steps2 checks2 jobs