Per-execution pricing: one fee per execution that returns proof, charged only when proof comes back. Failed or cancelled runs cost nothing. Planning and approvals are free.
Key features
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
Boundary approval system for controlled execution
Checkpoint-based resumable execution
Verifiable proof of completion
Composable proof for multi-agent workflows
Per-execution pricing model
Integration with multiple agent frameworks
What makes it different
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
Pay only for verified results, not for attempts or planning
Human-approved boundaries ensure agent actions stay within limits
Interruptible checkpoints allow pausing and resuming executions
Proof is built into results for auditability and composability
Finpilot
Kairos