Finance Agent Directory

Builds pitch decks and investment books from company data, market data connectors, and earnings information. Produces structured pitch narratives for coverage initiation, IC memos, and M&A marketing.

Analyzes earnings calls and quarterly results. Extracts key metrics vs. consensus, surfaces guidance changes, and produces a structured earnings summary in analyst-report format.

Builds three-statement forecasts, DCF valuations, and LBO structures from user-provided financials and assumptions. Connects to market data for public comparables.

Synthesizes industry, competitive, and macro data from IBISWorld, Third Bridge, and Guidepoint connectors into structured market briefings.

Briefs analysts and bankers for client meetings. Pulls recent financials, news, deal history, and relationship context; delivers to Word or Outlook via Microsoft 365 integration.

Reviews financial models for assumption defensibility, methodology consistency, and comparables selection. Flags aggressive DCF assumptions, spread divergence, and methodology departures.

Reconciles GL accounts by matching transactions, identifying posting differences, and flagging items for investigation. Integrates with QuickBooks and Xero via official MCP connectors.

Orchestrates the monthly close checklist — journal entries, accruals, reconciliations, variance explanations, management reporting package — with AI-generated commentary at each step.

Reviews financial statements for cross-statement consistency, unusual line items, and disclosure compliance against GAAP or IFRS. First-pass audit efficiency tool.

Screens customers and counterparties for KYC/AML compliance using D&B, Verisk, and OFAC data. Checks business identity, beneficial ownership, sanctions, and adverse media.

Extracts covenant packages from credit agreements, runs quarterly compliance tests, calculates headroom, generates compliance certificates, and flags breach risk across private credit portfolios.

Calculates portfolio VaR, runs stress scenarios, attributes risk factors, and models credit defaults across multi-asset portfolios using 7 analytical tools.

Performs DCF valuations, LBO structures, comps analysis, WACC calculations, and Gordon Growth Model pricing with eval-verified accuracy. 100/100 eval score.

Hosted no-code agent that connects QuickBooks, Xero, and NetSuite to Claude. 2,000 queries/month, read-only, supports Slack and Teams as additional clients.

AI-native accounting platform built from the ground up for agent integration. Invoice creation, AP workflows, VAT filing, and business finance reporting as first-class MCP tools.