| What it does | Policy-driven spending controls for AI agents
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| Stage | Not given
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| Pricing model | Freemium
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| Pricing | Free: $0/month (open source, self-hosted). Pro: $24/month with hosted dashboard, 3 agents, 1,000 spend checks/month. Team: $99/month with 10 agents, 10,000 checks/month, team approvals. Business: $299/month with unlimited agents and checks.
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| Key features | - Policy Engine with YAML configuration for amount limits, merchant allowlists, category blocks, business hours, and duplicate windows
- Duplicate Detection using SQLite to prevent the same purchase twice within a configurable time window
- Human-in-the-Loop approval with Telegram alerts and dashboard queue for purchases exceeding threshold
- MCP-Native integration for OpenClaw, Hermes, and any MCP-compatible agent
- Zero Credential Exposure with no access to cards, tokens, or Stripe credentials
- Local-first architecture with all policy files, logs, and databases stored on your machine
- Dry-run and simulation mode for testing policies before deployment
| - AI-powered document chat interface for instant analysis of manager documents and internal memos
- Automated report generation with AI agents for complex background tasks
- Automatic data extraction from financial documents
- Matrix tool for side-by-side comparison of managers and funds
- AI Research Hub for zero-effort document organization and management
- Actions and alerts for continuous monitoring of document changes
- Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
- 100% verifiable outputs with precise citations to source documents
- SOC 2 Type II compliance for enterprise-grade security
- Strict data segregation ensuring client data remains confidential
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| What makes it different | - Policy-driven rules that the agent cannot override, unlike prompt-based guardrails
- Zero credential exposure means the gateway never sees payment cards or API keys
- Duplicate detection with SQLite prevents duplicate purchases within a configurable time window
- Native MCP integration works out of the box with OpenClaw, Hermes, Claude Code, and Cursor
| - Purpose-built for allocators and wealth managers unlike generic AI tools
- Processes thousands of documents at scale far beyond generic AI tools
- Eliminates manual data entry with AI-native CRM that builds records from documents
- Customizable to organization's workflows, templates, and investment processes
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 21 ● no change since last check | 9 ● no change since last check |
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| Trust Flow (Majestic) | 6 | 8 |
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| Citation Flow (Majestic) | 19 | 29 |
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| Referring domains (Majestic) | 12 | 78 |
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ActOnce Spend Gateway
Finpilot