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FinanceGPT Chat

Build AI co-pilots for financial insights

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FinanceGPT Chat is a platform for building and deploying custom AI co-pilots tailored to financial tasks. Users can design agents using a drag-and-drop interface, selecting training datasets, agentic capabilities, integrations, and skills. Agents can be grouped into teams with defined sender-receiver relationships to collaborate on complex financial objectives. The platform offers pre-built autonomous agents such as Sima (investment specialist), Suzy (risk management specialist), Nomu (financial analyst), Yonde (management consultant), Mike (investment banker), and Wethu (financial law expert). These agents can be deployed on websites, CRMs, or other platforms to provide tailored financial insights and analysis.

Key Features

  • Drag-and-drop agent creation with customizable training data, capabilities, integrations, and skills.
  • Team creation with defined communication pathways between agents.
  • Pre-built specialized agents for various financial domains.
  • Integration with financial data sources and systems.
  • Semantic search for relevant answers from complex financial data.
tags
AgentsAutonomous AgentsFinancial Analysis
integrations
stock market data (real-time)sage accountingquickbooks onlinexerobloomberg terminalgoogle sheets/excel (cloud)
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