Personalised & Private AI

The AI-Powered Operating System for Finance & Professional Services

ROI in 60 days

We don’t replace your systems. We wire them together and layer secure, personalised AI - accelerating deal flow, diligence, reporting, and research.

Trusted by operators in: PE/VC Funds Corporate Finance Specialised Finance Consulting
175+ hours
saved per month for deal teams
70% faster
document-heavy analysis & insight generation
30% lower
operational cost in targeted workflows

Why Agentic AI. With AutomateAI

Agents = workflow-specific AI assistants that live in your tools, read your data, make governed decisions, and take approved actions, while evolving over time.

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AutomateAI Agents

  • Specialised: Built for finance & services
  • Fast ROI: Measurable results in <60 days
  • Works in your tools: No new systems needed
  • Always compliant: Security & audit by default
  • Tailored to you: Learns your data & language
  • No black boxes: Every action is traceable
  • Trust: Low-error outputs you can rely on

The Usual Routes

  • Chatbots: Quick to try but shallow, no real actions, ROI unclear
  • DIY Automations: Cheap at first, brittle to maintain, break on edge cases
  • Hiring Analysts: Scales cost, inconsistent output, burnout risk
  • Other Agent Providers: Generalist, can’t assure privacy, weak compliance

Why Now

Docs and data keep rising. Agents handle the recurring 80% so your team focuses on the 20% that needs judgment.

Adoption

71% of companies now use generative AI in at least one business function.

(McKinsey, 2024)
Regulation

The EU AI Act is in force; governance and auditability will be mandated from 2025.

(EU AI Act)
Productivity

758 BCG consultants, completed 12.2% more tasks, 25.1% faster, with >40% higher quality using AI Agents.

(Harvard Business School / BCG study)

Use Cases

Automated Deal Flow

Ingest decks → score & summarise → alert in Slack → write-back to CRM. Prioritise top 10% instantly.

Research & Scans

De-dupe sources and structure into CSV/slides with citations & confidence bands.

Outreach Prep

Auto-draft investor/company briefs with risks, questions, and next actions.

Document Analyst

LLM extraction, red-flag detection, policy mapping. Human-in-the-loop on critical fields.

KYC Packs

Compile from forms, inboxes, and data rooms — consistent, trackable, auditable.

Reg Intelligence

Monitor rule changes, map to controls, log exceptions with traceability.

Portfolio Updates

Pull KPIs from sheets/warehouses, draft narratives, route for approval, send.

Client Reporting

Template-driven outputs with version control, audit log, and scheduling.

CFO Ops

Variance notes, covenant checks, board packs — all pre-assembled for review.

Case & Matter Ops

Intake triage, doc prep, status reporting across legal/corp-fin workflows.

Bid/Proposal Assist

Assemble decks and drafts from prior engagements, libraries, and notes.

Insight Co-pilot

Ask in plain English; get structured outputs linked to your data sources.

The Process

Security, privacy, and control

Isolation

Data & model separation

No data spills. Tenant-level isolation, encryption in transit/at rest, and model isolation by default.

Governance

Full auditability

Every inference logged with inputs/outputs, approvals, and cost. Export to your SIEM.

Deployment

VPC or on-prem

Private VPC, region control, optional air-gapped; GDPR/UK DPA aligned with RBAC and least-privilege.

Plays nicely with your stack

Slack Microsoft Teams Google Drive SharePoint Airtable Salesforce HubSpot Notion Jira Postgres S3/Object Stores Vector DBs AWS Bedrock / BYO models

Get a 2-Page Pilot Plan

In 48 hours we’ll return a short document that covers: the one workflow to start with, success metrics, required access, timeline, and fixed cost.

Book AI Audit

Ready to see lift in weeks?

Give us one workflow and 90 days — we’ll show measurable ROI.

We embed secure AI agents into your existing stack to accelerate deal flow, diligence, reporting and research — with audit-ready governance.

Trust

  • VPC / On‑prem
  • RBAC & Audit Logs
  • GDPR/UK DPA aligned
© 2025 AutomateAI. Privacy‑first AI agents for regulated teams.
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