Finpilot

automates AP using Billy, its AI employee, to allocate costs and route approvals so your firm streamlines invoice processing and reduces hands-on workload."

protects clients' sensitive financial data and digital identity with privacy management tools, ensuring secure, auditable data and deepening client advisory relationships.

consolidates transaction processing and real-time AI insights so your firm standardises client data, boosts accuracy and reallocates team hours into profitable advisory engagements.

uses AI to extract and validate financial data from SEC filings into Excel models so your firm reduces manual rekeying and increases model accuracy.