FinanceGPT Chat
Platform for building custom AI agents that automate financial reporting, analysis, and fraud detection for finance teams.
What it does
FinanceGPT Chat is a platform for creating tailored AI co-pilots for finance. Users design agents with a drag-and-drop builder, train them on financial datasets, and group them into collaborating teams. The agents handle tasks such as reporting, risk analysis, and portfolio work, and connect to accounting, market-data, and banking systems.
Core features
Drag-and-drop builder for custom finance AI agents
Training on financial datasets (filings, earnings calls, reports)
Agent teams with defined sender/receiver communication flows
Built-in analysis tools (balance sheet, cash flow, valuation)
Integrations with QuickBooks, Xero, Bloomberg, Plaid, CRMs
Deployment into websites and CRMs with semantic search
Best for
→Automating recurring financial reports
→Fraud and anomaly detection
→Portfolio optimization and risk management
→Financial forecasting and due diligence