Agentic Finance OS
Capture every financial document and system, structure it into one Agentic Lakehouse, and deploy Super Intelligence on top, for unified financial intelligence, as one operating layer.
How finance teams operate today
Industry-specific data silos and manual processes that slow down decision-making
Scattered Data, Different Formats
Financial statements, operational reports, and documents live across disconnected systems in different formats, and nothing connects.
Manual Reporting Loops
Teams pull data from multiple operating systems, copy-paste into spreadsheets, manually compute figures, and rebuild the same reports every review cycle.
No Way to Ask Follow-Up Questions
Static reports can't answer ad-hoc questions. Every follow-up means another manual review cycle from scratch.
One operating layer, end to end
One structured model underneath every entity, transaction and document, and the fund workflows that run on top of it.
A live model of your entire portfolio
For asset owners and investment teams, DeepAuto connects portfolio, entity graph, cash flows, risk and KPIs as one live model you can predict, simulate, and act on. Powered by Agentic OS.
Before vs after the OS
What changes when fragmented finance ops move onto one operating layer.
Time to answer
< 1 Hour
from question to verified answer
~3 days→< 1 hour
What took analysts days of downloading, copy-pasting, and reformatting now completes in under an hour, from raw source to executive-ready answer.
Sources
1
live dashboard, not twelve files
12 spreadsheets→1
Twelve disconnected spreadsheets collapse into a single live view. Every number traces back to the system it came from.
Follow-ups
0
manual rebuilds per question
manual rebuild→0
Ask the next question in plain English instead of rebuilding the report. The answer arrives DB-verified, with the evidence behind it.
One live console for the whole portfolio
Fund data arrives as documents and spreadsheets no one can read together. Agents build it into one lakehouse in 24 hours, and every fund workflow, from sourcing to LP reporting, runs on top of it.
Automated Ingestion
Connected to data rooms, portco financial reporting systems, and Excel files. Data pulls run automatically, with zero manual downloads.
KPI Normalization
Revenue, EBITDA, margins, leverage ratios, and covenant compliance standardized across all portfolio companies regardless of source format and industry.
Portfolio Dashboard
Real-time visualization: portco performance rankings, fund-level breakdowns, risk heat maps, and concentration analysis.
Ask Super Intelligence
Leadership asks 'Which portco has declining margins?' and gets instant, DB-verified answers with supporting charts.
Agentic Portfolio Intelligence
Portfolio performance
Portfolio overview
| Company | Revenue LTM | EBITDA margin | Leverage | Headroom | Cash flow | Status |
|---|---|---|---|---|---|---|
| CPortco CSpecialty chemicals | $76.2m | 22.4%−8.6pp vs median | 4.8× | 6% | 0.3× | Watch |
| FPortco FPackaging | $58.6m | 28.6% | 2.7× | 19% | 0.5× | Good |
| GPortco GIndustrial automation | $92.1m | 29.5% | 3.4× | 21% | 0.6× | Good |
| DPortco DLogistics software | $112.9m | 31.0% | 3.6× | 24% | 0.6× | Good |
| BPortco BBusiness services | $94.7m | 33.1% | 2.9× | 17% | 0.7× | Good |
| EPortco ETest & measurement | $160.3m | 34.8% | 3.1× | 31% | 0.8× | Strong |
| APortco AIndustrial services | $128.4m | 36.7% | 3.2× | 28% | 0.9× | Strong |
- Approving
- Adds Portco C to the Q4 LP risk review and queues the covenant-reset scenario.
- Authority
- Portfolio analyst or above
- If unset
- Item holds. No downstream write.
- One viewEvery portfolio company
- NormalizedMargins, leverage, covenants
- LiveReturns & performance
- Hours, not daysRaw data → dashboard
Banking ops that never close
For neobanks and cryptobanks, three things still run on manual work. There are no business hours, APIs are wired by hand, and compliance needs a lawyer. Agents take the first two entirely and draft the third for a human to sign.
Always-On Monitoring
Risk scoring and compliance monitoring run continuously across the merchant book, with no business hours and no overnight queue.
Connections Maintained
Agents wire and keep the links to card networks, ledgers, and KYC providers, so integration work stops being hand-built per partner.
Compliance Drafted
PCI renewals, KYB re-verification, sanctions screening, and quarterly filings come back drafted with evidence attached, ready for a human to sign.
Ask Super Intelligence
A risk officer asks which merchants carry the most exposure and gets a DB-verified answer with the reasoning shown.
Agentic Risk & Compliance
Compliance queue5 open items, detected by the agent
| Item | Evidence | Status | Raised |
|---|---|---|---|
| 3 merchants projected to exceed the chargeback threshold within 60 days | $937K exposure | Act now | 3h ago |
| 12 PCI renewals expire this month | Packets drafted | Due | 4h ago |
| 2 ownership changes detected, KYB re-verification queued | 2 sources | Queued | Today |
| 1 sanctions-list match reviewed and auto-cleared as a false positive | Evidence attached | Cleared | Today |
| Quarterly AML report generated and ready for review | Auto-generated | Cleared | Yesterday |
- Always-onNo business hours
- MaintainedCard, ledger and KYC connections
- DraftedCompliance work, evidence attached
- Minutes, not daysRisk response time
Every touch becomes a record
An agent listens to the calls and meetings by voice, updates the account record, decides what to do next, and drafts the follow up for approval, all while the rep is still on the road.
Listens by Voice
Calls and meetings are captured as they happen, with no one typing notes afterwards.
Updates the Record
The account record moves on its own, so the next person to open it sees what was actually said.
Decides What Is Next
Commitments, open questions, and timing are read together to work out the next move.
Drafts for Approval
The follow up comes back written, waiting for a signature rather than a blank page.
- By voiceNo note-taking after the meeting
- CurrentAccount record, without manual entry
- DraftedFollow up, ready for a signature
- On the roadRuns while the rep is still out
Built for portfolio intelligence.
The Reality
Investment teams managing diverse portfolios across multiple funds pull data from property management systems, data rooms, and Excel files, each in a different format. Analysts spend days consolidating and normalizing it into KPIs, and reports are often out of date by the time they reach leadership. Each follow-up question starts another manual cycle.
Days of reporting → under 1 hour
What used to take analysts days of manual downloading, copy-pasting, and formatting now happens automatically. The entire reporting cycle, from raw data to executive-ready dashboard, completes in under an hour.
Stale snapshots → live portfolio view
Leadership no longer waits for monthly reports to see how assets are performing. KPIs update in real-time as data flows in from every source, across property management systems, data rooms, and portco financials.
Blind spots → proactive risk detection
Revenue concentration risk, margin outliers, and covenant watch items are now flagged automatically with evidence, before they become problems. No more surprises in quarterly reviews.
Static reports → conversational intelligence
Instead of requesting another spreadsheet, leadership simply asks a question and gets an instant, DB-verified answer with supporting charts.
The Results
Under the hood
The data foundation and AI engineer that power the operating layer.
One lakehouse for every financial source
Capture statements, systems, data rooms and filings, structured into one query-ready store Super Intelligence can reason over.
Builds reports, flags risk, answers anything
Super Intelligence reasons over your lakehouse like your best analyst, turning one question into a DB-verified report, risk alert, or answer. Around the clock.
Builds reports
Turns one request into an executive-ready report, no manual pulls or copy-paste.
Detects risk
Flags concentration, variance, and covenant watch items with the evidence behind them.
Answers follow-ups
Ask anything in plain English; get a DB-verified answer, not another spreadsheet.
Explains every step
Shows the reasoning, sources, and numbers behind every answer.
Ready to become
AI-first?
Schedule a 30-minute demo and see how DeepAuto turns your enterprise data and workflows into working intelligence, in weeks.