AI Agents for Finance

Automate financial workflows with intelligent agents that save time, reduce errors, and unlock efficiency.

Streamline valuation models, DCFs, and scenario planning using Excel-integrated AI agents.

Coordinate emails, due diligence checklists, and outreach using your Outlook and Gmail with AI copilots.

Generate pitch decks, tear sheets, and internal memos by integrating with PowerPoint and internal data sources.

Extract, validate, and structure onboarding documents for faster approvals and audits.

Clean, enrich, and sync data between Salesforce, HubSpot, and other tools using intelligent agents.

Summarize and monitor news, filings, and third-party data like Bloomberg or Capital IQ.

Configuring and managing Shopify’s e-commerce settings, product listings.

Managing the overall Zoho CRM instance, including configuration other systems.

Handling the setup, configuration, and maintenance of Google effective tracking.

Why Flowgenn?

From boutique investment banks to corporate finance teams, Flowgenn is the only agentic AI platform tailored for finance professionals.

Stress-Tested Under Pressure

Run real-time calculations, compliance workflows, and reporting without system slowdowns.

Outreach Automation

Automate outbound outreach, follow-ups, and meeting booking to accelerate deal flow.

Enterprise Integrations

Connect to internal databases, Slack, Outlook, CRMs, and industry platforms like FactSet or PitchBook.

From M&A to PE to Corporate Finance, Flowgenn is transforming how finance teams operate.

Run secure, real-time automation across email, Excel, and financial software without local setup.

Get Insights

Assign tasks to agents, track outcomes, and maintain full audit logs.

Get Insights