Our Approach
How we deploy AI for financial teams
Financial services firms face a unique challenge: the pressure to adopt AI is intense, but regulatory requirements make most off-the-shelf tools unusable. Data cannot leave the building. Every decision needs an audit trail. Consumer Duty and MiFID II demand explainability. We built for exactly this constraint.
CompleteFlow is an agentic AI platform that combines conversational AI with deterministic workflows. Agents understand requests in plain English, but when they need to extract data from a prospectus or generate a client report, they invoke workflows that run the same way every time. Your firm chooses which AI model to use, deploys on its own infrastructure, and keeps full control via the Model Context Protocol.
The Platform
See CompleteFlow in action
We built CompleteFlow to give financial teams AI capabilities without compromising on governance. Connect your systems, extract structured data from complex documents, and build automated workflows with full regulatory traceability.
Use Cases
What your team can do with AI agents
Deal Sourcing and Screening
Agents monitor deal flow, screen opportunities against your investment criteria, extract key metrics from pitch decks and CIMs, and produce structured summaries for the team.
Portfolio Monitoring
Agents track portfolio companies across news, filings, and market data. Surface material changes, generate alerts, and produce regular monitoring reports automatically.
Client Reporting Automation
Agents pull data from portfolio systems, generate performance commentary, apply your templates, and produce client-ready reports. Review and approve before distribution.
Regulatory Compliance
Agents monitor regulatory publications, map requirements to your operations, produce gap analyses, and generate evidence packs for Consumer Duty and MiFID II reviews.
Due Diligence Document Processing
Agents ingest data rooms, classify documents, extract key data points, and surface risks. Due diligence timelines drop from weeks to days with full audit trails.
Research and Analysis
Agents synthesise research from multiple sources: market data, company filings, news, and internal notes. Produce structured analysis with cited sources.
Compliance
Built for regulated financial services
Integration
Works with your existing systems
Microsoft 365
OneDrive, Outlook, Excel, and Teams. Agents surface in Microsoft 365 Copilot and Teams chat for your investment and operations teams.
Portfolio Systems
Connect to your portfolio management, order management, and CRM systems. Read and write data with your existing access controls.
Market Data
Integrate with Bloomberg, Reuters, company registries, and regulatory feeds. Agents combine market data with internal analysis.
Plus 10,000+ additional systems via the Model Context Protocol. New integrations without custom development.