AI agents for finance teams
49 ready-made GREP AI agents built for finance teams: research, checks and briefs that run on demand or on a schedule.
AI agents for finance teams
49 agentsAgents49
- Runs on demand
Accounting Treatment Memo
You get a sourced technical memo on accounting for your transaction under your chosen standard. It cites authoritative guidance and peer disclosures from public filings.
Word documentView → - Runs on demand
Audit Readiness Checklist
You get a PBC request list and control-evidence checklist for your audit, with suggested owners, due dates and the source standard behind each item.
Sourced reportView → - Runs over a list
Batch Business Verification
For each business, vendor, supplier, signup or invoice on your list, you get registry, address, domain, sanctions and fraud checks with a pass/review/block verdict.
Sourced reportView → - Runs on demand
Benchmark Study
You get public benchmarks for one metric, price or pay item, with ranges, medians, definitions, caveats, sources and where your figure sits.
Sourced reportView → - Runs on a schedule, monthly
Benchmark Watch
A periodic refresh of the latest public benchmark ranges for your chosen metrics, showing changes since last period and where your figures sit.
Formatted briefView → - Runs on a schedule, daily
Catastrophe Loss Tracker
Get a brief on each active catastrophe: its path or footprint, the latest insured-loss estimates, and the listed insurers and reinsurers most exposed.
Formatted briefView → - Runs over a list on a schedule, weekly
Company Event Calendar
For each company you follow: upcoming earnings, investor days, conferences and renewals, with consensus expectations, latest KPIs and what to watch.
Formatted briefView → - Runs on demand
Comparable Deal Comps
A table of comparable public deals with parties, value, multiples and terms, plus ranges, medians, off-market flags and where your terms sit.
SpreadsheetView → - Runs over a list
Contract & Lease Abstractor
You get a comparable abstract for each supplied lease or contract: parties, dates, payments, escalations, options, notice deadlines and obligations, each with clause citations.
Sourced reportView → - Runs over a list on a schedule, weekly
Contract Key Date Tracker
You get a prioritized calendar of renewal, notice, auto-renew, rent-review, break and price-change dates from your agreements, with the action due before each.
Sourced reportView → - PremiumRuns on demand
Corporate Due Diligence
You get a due diligence report on one company: who runs and owns it, its financials, legal history, reputation and red flags.
Sourced reportView → - Runs on demand
Country Risk Check
You get a sourced risk profile for one country: sanctions programs, FATF status, corruption and AML indices, political stability, payment and transfer risk, and suggested controls.
Sourced reportView →
Show all 49 →
- Runs on a schedule, weekly
Crop Weather Watch
Each week you get a weather, drought, frost and flood outlook for your regions and crops, with likely yield effects and recommended actions.
Formatted briefView → - PremiumRuns on a schedule, daily
Crypto Analyst
You get crypto market analysis on the tokens and projects you follow: prices, on-chain activity, news and risks.
Sourced reportView → - Runs on demand
Customer Document Authenticity Check
You get a field-by-field check of one customer document against stated details, issuer formats and validity rules, with fraud flags and a disposition.
Sourced reportView → - Runs on a schedule, monthly
Data Export Analyzer
Each period you get your uploaded export analyzed: the key drivers, anomalies and spikes, how you compare to benchmarks, and ranked actions with estimated impact.
Formatted briefView → - Runs on a schedule, monthly
Data Series and Price Index Refresh
You get a refreshed table and charts of your named data series and price indices, with moves against prior periods and what they mean for your budget or plan.
Formatted briefView → - Runs on a schedule, weekly
Deal Flow Digest
A recurring digest of funding rounds, acquisitions, IPOs, exits and active investors in your sector and stage, with values, terms and rationale.
Formatted briefView → - Runs over a list on a schedule, monthly
Earnings Brief
For each company you list: latest results vs expectations, guidance changes, exact management quotes, analyst Q&A themes, and what changed since last quarter.
Formatted briefView → - Runs on a schedule, weekly
Economic and Rate Outlook Brief
A recurring brief on central bank moves, data releases, FX, rates and lender terms in your regions, and what they mean for your exposure.
Formatted briefView → - Runs on a schedule, daily
Exchange Filings & Disclosure Watch
You get a digest of new filings, material-fact notices and governance rule changes from your chosen exchange and regulator, scoped to your companies or topics.
Formatted briefView → - Runs on a schedule, weekly
Finance Leader Weekly
A weekly brief on rates, FX, tax, accounting standards and reporting rules that affect finance teams.
Formatted briefView → - PremiumRuns on a schedule, daily
Financial Markets
You get a markets briefing on the tickers, sectors and markets you follow: moves, earnings, filings and economic data.
Sourced reportView → - Runs on demand
Funding Finder
You get a ranked list of open grants, scholarships, fellowships, tax credits and incentives you qualify for, with amounts, eligibility, deadlines and application links.
SpreadsheetView → - PremiumRuns on a schedule, weekly
Insurance
You get insurance research on a line of business: underwriting, claims, regulation, pricing and market moves.
Sourced reportView → - Runs on demand
Investment Memo Drafter
You get a cited first-draft IC memo covering thesis, market, traction, valuation, risks, comps, return scenarios and the diligence questions still open.
Word documentView → - Runs over a list on a schedule, weekly
Item Price Tracker
Each run gives you a per-item table of current prices, stock, lead times and terms across sellers, with changes, shortages, best offers and cost impact flagged.
Sourced reportView → - PremiumRuns on demand
Know Your Business
You get one business screened: sanctions, adverse media, beneficial owners and high-risk jurisdictions, and for a US business its EIN, state registration, liens and bankruptcies.
Sourced reportView → - PremiumRuns on demand
Know Your Customer
You get one person screened against sanctions, politically exposed person lists and adverse media, with a match rating for each hit.
Sourced reportView → - Runs over a list on a schedule, weekly
Landed Cost Calculator
You get each SKU's landed cost: freight, duty, VAT, FX, port charges and fees, plus required licenses, cited rates and the margin hit at your selling price.
Sourced reportView → - Runs over a list on a schedule, weekly
License & Credential Register Monitor
Each run checks every holder on your list against official registers. You get status changes, enforcement, warnings, exclusions and upcoming expiries, with a decision per row.
Sourced reportView → - Runs on a schedule, weekly
Market Rate & Cost Watch
Each week you get market price, benchmark and tariff moves for what you buy, compared with your contracted rates, plus forecasts, cost impact and renewal flags.
Formatted briefView → - Runs over a list on a schedule, weekly
Merchant Portfolio Monitor
Each run re-checks every merchant site for changes, prohibited products, complaints, regulator actions and domain problems, then gives you a decision per merchant.
Sourced reportView → - Runs over a list
Merchant Risk Review
You get one comparable underwriting row per merchant website: what it sells, suggested MCC, prohibited or high-risk items, missing compliance pages, a risk rating and an action.
Sourced reportView → - Runs over a list on a schedule, daily
Name Screening Monitor
Each name on your list is re-screened against sanctions, PEP, watchlists and adverse media, with new hits flagged and a decision per row.
Sourced reportView → - Runs over a list on a schedule, weekly
Official Deadline Calendar
You get a dated calendar of upcoming filing, renewal, application and reporting deadlines for your tracked items, from official sources, with rule changes flagged.
Sourced reportView → - Runs over a list on a schedule, weekly
Peer Metrics Comps Table
You get a dated comps table of your chosen KPIs, ratios or multiples for each peer, sourced from filings and market data, with changes since the last run flagged.
Sourced reportView → - Runs on a schedule, weekly
Property Listing Watch
Each run lists new or changed property listings and upcoming developments in your markets that match your space type and requirements, with size, rent and specs.
SpreadsheetView → - Runs on a schedule, weekly
Property Transaction Comps Tracker
Each run adds newly reported sales, leases and rents in your submarkets to a comps table with price, yield, incentives, parties and trend notes.
DashboardView → - Runs on a schedule, weekly
Public Budget Tracker
Each run gives you new appropriations, budget proposals, funding-line changes and spending commitments for the programs you track, with what each likely means.
Formatted briefView → - Runs on demand
Quote Comparator
Puts your competing quotes in one normalized table against local market rates, showing true totals, terms, scope gaps, hidden fees and questions to ask.
SpreadsheetView → - Runs over a list on a schedule, weekly
Renewal Outreach Planner
Your renewals ranked by date and risk. Each one comes with an expected price change and a ready-to-send personalized outreach draft.
Sourced reportView → - Runs on a schedule, daily
Sanctions Update Brief
Each run gives you the new designations, delistings, general licenses, list updates and guidance across your chosen regimes, with counts, notable names and why it matters.
Formatted briefView → - Runs on demand
Screening Hit Resolver
A disposition for one screening alert: likely true match, likely false positive or needs information, with an identifier-by-identifier comparison and a case note.
Sourced reportView → - Runs on a schedule, daily
Shipping Disruption Watch
Each day you get the congestion, strikes, weather, closures, blank sailings and customs holds hitting your carriers, ports and lanes, with expected delays and actions.
Formatted briefView → - Runs over a list
Software Spend Review
Reviews every tool on your list for overlap, current list price, cheaper equivalents and bundling, and returns keep, consolidate or replace per tool.
Sourced reportView → - Runs on demand
Source of Wealth Check
A public-evidence worksheet on how a person built their wealth, checked against what they declared, with plausibility and gaps.
Sourced reportView → - Runs on demand
Supplier Finder
A ranked shortlist of candidate suppliers for what you need to buy, with capacity, certifications, trade evidence, risks and contact routes.
SpreadsheetView → - Runs over a list
Tax Obligation Checker
For each jurisdiction or client, you get the sales tax, VAT or withholding obligations triggered, with thresholds, legal basis, current exposure and registration steps.
Sourced reportView →