Your Data's Expert Agent.
Stop searching and get instant, trustworthy answers from your own data. Query your databases, generate reports, and trigger actions - all within a compliant, enterprise-grade security framework.
Your Finance Team is Drowning in Data, Not Insights.
Manual data pulls, endless spreadsheet linking, and the constant risk of errors are slowing down your most critical decisions. Your team spends more time searching for data than analyzing it.
Slow, Manual Reporting
Hours are wasted every week manually exporting data. Tasks like budget variance analysis and month-end closing become tedious, error-prone exercises instead of strategic opportunities.
Inaccessible, Siloed Data
Critical financial data is locked away in complex databases, accessible only to a handful of technical users. Business leaders are forced to wait in a queue for simple data requests.
Compliance & Security Risks
Using generic AI tools or ad-hoc queries creates a black box around your data. The lack of a clear, auditable trail introduces significant security and compliance risks.
Introducing AgentExpert: The AI Analyst for Your Finance Team.
AgentExpert is a secure, enterprise-grade AI agent platform designed for the Microsoft Azure ecosystem. It securely connects to your financial data sources—ERPs, SQL databases, and CRMs—and empowers your entire team to get instant, reliable answers.
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Unlock Your Data, Not Your Security
Empower your team with self-service analytics while enforcing your existing role-based access controls. Every query is logged and auditable.
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Move from Reporting to Real-time Insights
Stop waiting for reports. Ask complex financial questions in plain English and get immediate, trustworthy answers to accelerate strategic decisions.
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Automate Your Routine Financial Tasks
Go beyond Q&A. Use AgentExpert to automatically generate variance reports, draft financial commentary, or trigger workflows.
From Complex Question to Clear Answer in Seconds.
1. Connect Your Data Securely
Securely link AgentExpert to your existing financial systems. Our platform is built on Azure and inherits your existing security permissions automatically.
2. Ask in Plain English
Interact with your data as if you were talking to an expert analyst. Type questions naturally, like *"What was our SG&A as a percentage of revenue last quarter?"*
3. Get Auditable Answers & Actions
Receive instant, accurate answers and generate presentation-ready reports, all while every action is logged in a complete audit trail for full compliance.
Built for Financial Precision, Security, and Speed.
Tiered LLM Intelligence
Our multi-LLM agent design ensures the highest accuracy for your financial queries while aggressively optimizing for cost and performance.
Enterprise-Grade Security
Built on Azure, featuring role-based access control (RBAC), tenant isolation, and private endpoints to protect your sensitive financial data.
Complete Audit Trail
Every question, query, and answer is logged. Provide your compliance teams with a complete, immutable record of all data interactions.
Automated Workflows
AgentExpert is more than a chatbot. Trigger actions, send report summaries, or integrate with other systems to automate routine operations.
Seamless M365 Integration
Meet your team where they work. Use AgentExpert directly within Microsoft Teams, Outlook, or invoke it as a plugin in M365 Copilot.
BI & Analyst Ready
The clean, star-schema data model produced by our ETL is fully compatible with BI tools like Power BI, ensuring consistency across platforms.
Security is Not an Add-on. It's Our Foundation.
We understand that your financial data is your most critical asset. AgentExpert is built on the enterprise-grade security of Microsoft Azure and is designed from the ground up to protect your data and meet the strictest compliance requirements.
Transform Your Financial Operations
Details about Budget Variance Analysis, Headcount Forecasting, etc.
Details about Cash Flow Forecasting, Covenant Monitoring, etc.
Details about Automated Commentary, Due Diligence, etc.
Simple, Transparent Pricing for Teams of All Sizes
Ready to Build a Smarter, Faster Finance Function?
Schedule a personalized demo and see how AgentExpert can transform your financial data from a complex liability into your most powerful strategic asset.
Request Your Free Demo
Trusted by Leading Finance Teams & Enterprises