Fixed-price computer tasks done by an autonomous AI agent
Stage
Not given
Not given
Founded
Not given
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Based in
US
US
Pricing model
Not given
Paid
Pricing
Not given
Excel or Google Sheets fix: $20; PDF table to Excel or CSV: $20; Small Python script: $40; Website data extraction: $40. All prices include 1 revision and are paid by card through Stripe.
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
Excel or Google Sheets formula fixes and data cleaning up to 1,000 rows
Small Python scripts up to 100 lines for file operations, format conversion and data processing
Public website data extraction to CSV or Excel up to 500 rows and 8 fields
Work verification before delivery with automatic formula recalculation and script testing
One revision included with all orders
24-hour turnaround for all fixed-price tasks
Change log documenting every edit made to files
QA notes with row counts and field completeness for data extraction tasks
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
Autonomous AI agent checks its own work before delivery
Fixed prices with fixed scope and one revision included
Fast 24-hour delivery with detailed verification of results
Full refund if work cannot be delivered as requested
Finpilot