Accountable AI for autonomous work that answers for itself
Not given
Stage
Startup
Not given
Founded
2026
Not given
Based in
DE
US
Pricing model
Paid
Not given
Pricing
Founder $1,000/month, Team (up to 10 people) $3,000/month, Investor firm $3,000/month, Company from $10,000/month. Early members receive launch prices set on individual calls. Flat plans with unlimited jobs, no per-seat fees, and month-to-month billing.
Not given
Key features
Autonomous job planning and execution with parallel specialists
Independent verification check before results reach user
Integrates with existing apps and accounts without API requirements
Private per-customer workspace with encryption in transit and at rest
Corrections become rules for future runs
Full audit trail with source links for all findings
Month-to-month billing with no lock-in contract
Unlimited jobs on flat monthly pricing
Results within the hour after setup
Draft approval workflow for outbound communications
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
What makes it different
Answers for the work rather than just running tasks autonomously
No setup required; company handles configuration and ongoing management
Separate verification step ensures quality before delivery
Works across 35 AI providers through user's own API keys
Customer playbooks never shared with competitors
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
Finpilot