AI for Finance
From market signal generation to document reconciliation to client reporting - AI handles the data-intensive layer so your team focuses on high-value decisions.
Analysts spend hours every morning on chart review and technical analysis. Coverage is limited by human capacity. Quality varies by analyst. By the time the brief is ready, the window may have moved.
Performance reports compiled by hand from multiple data sources. Portfolio summaries written manually. A task that should take minutes takes hours per client.
Trade confirmations, compliance documents, and counterparty agreements arrive in different formats. Manual processing creates delays, errors, and audit risk.
Manual compliance records are incomplete or inconsistent. Audit preparation requires days of work. Regulators expect complete, timestamped records that manual processes can't reliably provide.
Custom neural network trained on historical price and volume data with technical indicator inputs. Generates entry and exit signals with confidence scores and reasoning. Delivered to Telegram in real time.
Python + PyTorch + Claude API + PostgreSQLPerformance data pulled from all sources, formatted into branded client reports with portfolio summary, attribution analysis, and market commentary - generated weekly per client.
Python + Claude API + n8n + ResendTrade confirmations and settlement documents ingested, data extracted, cross-referenced against internal records, and reconciled automatically. Exceptions flagged with full context.
Claude API (Vision) + Python + PostgreSQLEvery transaction, communication, and decision logged automatically with timestamp and reference. Compliance reports generated on demand for regulatory review.
Python + PostgreSQL + FastAPIMorning briefing generated automatically: relevant news, analyst consensus changes, key data releases, and portfolio impact summary - delivered at 7am before markets open.
Claude API + Make + TelegramPortfolio exposure, concentration, and limit monitoring in real time. Alerts fire to the responsible PM when thresholds are approached, not after they're breached.
Python + PostgreSQL + Telegram BotCustom document management and ERP integration layer built for a state logistics enterprise. AI-powered invoice reconciliation, supplier portal, procurement approval workflows, and automated financial reporting - processing thousands of documents monthly with near-zero manual intervention.
Custom AI signal system for a trading desk. Pattern recognition on market data, automated technical analysis, and real-time entry/exit alerts.
Custom B2B CRM platform built from zero for an Australian fuel card trading and marketing company. Client database, deal pipeline, automated outreach sequences, contract tracking, compliance logging, and real-time reporting - all in one system built for the specifics of fuel card trading.
We map the specific Finance workflows eating your team's time. You leave with clarity even if we don't work together.
Fixed price, fixed scope. No hourly billing surprises. Most builds are $1,000-4,000 depending on complexity.
We build, test, and hand off with documentation and a 30-day support window. Then it runs itself.
Book a 30-min call. We map your specific workflows and give you a fixed-price quote. No pitch - just a plan.