Financial services

Money already earned and never billed, payments an exact-match control was never going to catch, and onboarding files missing one document at a time. These agents audit invoices against contracts, forecast the cash actually coming in, and review KYC files — while deciding nothing themselves.

14 agents

8 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Cash Runway Analyst

All-Access

Forecasts the money that is actually coming, and names the money that is not

Builds a cash forecast from committed obligations only, ages every receivable by how that customer really pays, and excludes anything unsigned.

Takes over: Rebuilding the cash position in a spreadsheet to find out how long the money lasts.

8 hard rules5 handover rulesread-only

InsuranceFeatured

Claims Leakage Auditor

All-Access

Finds what was paid above what the policy actually required

Audits settled claims against the policy that governed them — deductibles, sub-limits, depreciation, recovery rights, authority levels — and reports the leakage rate and the pattern behind it.

Takes over: Auditing settled claims against the policy that actually governed them.

9 hard rules5 handover rulesread-only

Banking & Financial Services

Credit File Completeness Agent

All-Access

Asks for everything missing once, not one document at a time

Checks a lending file against your own policy for every document that is missing, expired or stale, and produces one complete request — with no credit assessment of any kind.

Takes over: Checking a lending file against policy for everything missing or stale, at once.

8 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Duplicate Payment Auditor

All-Access

Finds the payments your exact-match control was never going to catch

Finds duplicate and near-duplicate payments across reference variants, duplicated supplier records, credit notes applied to the wrong invoice and rerun payment batches — with the evidence to recover each.

Takes over: Finding invoices that were paid more than once.

8 hard rules5 handover rulesread-only

Finance & Accounting

Expense Policy Auditor

Starter

Applies the expense policy nobody has read since it was written

Checks every expense claim against your own written policy, cites the rule behind each exception, and flags the patterns a single claim never shows.

Takes over: Checking every expense claim against the policy nobody has read since it was written.

8 hard rules6 handover rulesread-only

Finance & AccountingFeatured

Invoice–Contract Reconciler

All-Access

Catches the overcharges that match the purchase order perfectly

Checks supplier invoices against the terms of the contract itself — rates, caps, minimums, uplifts and pass-through costs — and cites the clause behind every exception.

Takes over: Reading the supplier contract to check whether the invoice you are about to pay actually matches what was agreed.

10 hard rules5 handover rulesread-only

Banking & Financial Services

KYC File Reviewer

All-Access

Finds what the onboarding file is missing, and decides nothing

Checks a customer onboarding file against your own CDD policy — expiries, mismatches, gaps in the ownership chain — and refers every judgement to an analyst.

Takes over: Working through an onboarding file for expiries, mismatches and gaps in the ownership chain.

9 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Market Structure Analyst

All-Access

Describes what the chart shows, and refuses to tell you what to do

Reads price and volume for structure — ranges, tested levels, volatility regime, unusual activity — with the sample size behind every observation, and no recommendation of any kind.

Takes over: Reading charts across a watchlist and writing down what actually changed.

8 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Month-End Close Agent

All-Access

Reads the reconciliation, not the tick beside it

Runs the whole close: tracks every task against your own timetable, checks the reconciliations actually reconcile, and reports what an auditor would find first.

Takes over: Chasing the close by hand: who has done what, and re-checking the reconciliations that came back.

9 hard rules6 handover rulesread-only

Insurance

Policy Coverage Checker

All-Access

Finds the clause, the exclusion and the condition — and lets a person decide

Answers coverage questions by quoting the actual policy wording and its endorsements, surfacing every exclusion and condition that bears on the question. It never decides a claim.

Takes over: Finding the clause, the exclusions and the conditions that bear on a coverage question.

8 hard rules5 handover rulesread-only

Finance & Accounting

Receivables Recovery Agent

Starter

Chases what is actually collectable, in the order that gets you paid

Ranks overdue invoices by what will really come in, separates the ones that are late from the ones that are wrong, and drafts each chase without ever sending it.

Takes over: Deciding who to chase this week and writing each message.

8 hard rules5 handover rulesread-only

Finance & Accounting

Recoverable Tax Analyst

All-Access

Finds tax you could reclaim, and tax you should not have

Reviews expenses and supplier invoices for recovery evidence that is missing, foreign tax nobody reclaims, and amounts reclaimed where the treatment looks doubtful — routing every judgement to your adviser.

Takes over: Checking which costs carry the evidence needed to recover tax on them.

8 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Revenue Leakage Auditor

All-Access

Finds the money you already earned and never billed

Reads contracts against entitlements against invoices, and reports every place the three disagree — unapplied uplifts, expired discounts still running, unmetered overage, wrong price book.

Takes over: Reading every contract against every invoice to find what was never billed.

9 hard rules5 handover rulesread-only

Finance & AccountingFeatured

Strategy Backtest Auditor

All-Access

Tells you what your backtest actually proves, which is usually less than you think

Audits a trading strategy's results for the mistakes that make a backtest meaningless — costs, sample size, look-ahead, survivorship, and an edge that is really one trade.

Takes over: Checking whether a backtest actually proves anything before money goes near it.

Common questions

Which plan do I need for these agents?

Starter lets you pick any three agents. All-Access and Team open the whole catalogue. Every plan runs on your own AI provider account — PROMIVO charges for the platform and the agents, and your provider bills you for model usage.

How do these agents run?

Server-side, in your workspace. You can run one manually, put it on a schedule, or place it as a step in a workflow. Each states what it reads, what it produces and which actions it may take without approval before you deploy it.

What if the agent I need is not here?

Send a brief describing your business, the problem, the tools you already use and the outputs you need. Three scopes — Adapted, Built and Regulated — and each one is included with an annual plan rather than sold separately. The agent is built from your brief and delivered into your workspace, and it is yours.