90% faster insights
Work that took days takes hours. Document-heavy workflows, automated end to end.
Finance and operations, run by agents.
So your team can drop the busywork and focus on the decisions that matter.
How we give time back to your team.
AI-driven process mapping
We map one of your processes with your team: the data sources, the files and the unwritten rules that drive it. AI helps us surface what matters in days.
First automation live in 4 weeks
We bring the data and the work into one place, and agents take over the repetitive steps. Your team shapes the new way of working with us and keeps the decisions.
Continuous optimisation
We improve the process with every run, based on how your team uses it and where it slows down. Then we take on the next process, and the gains add up.
Finance agents tailored to your firm
Agents collaborating as part of your team
Your agents work like teammates. They pick up work as it arrives. Act without being asked and keep things moving.
An Xlagent agent emails a portfolio manager a first draft of the quarterly report, with the supporting files attached.
Complex work, handled end to end
Your agents take on the recurring, document-heavy work your team does manually today. They extract, validate and cross-check, and deliver results your team can act on directly.
Xlagent turns portfolio documents into an investment memo, a financial model and charts.
Embedded in your processes
Agents integrated into your core processes, working with your validation rules, your reporting formats and your company data. Built to fit how your firm operates from day one.
Xlagent connected to a firm's existing data sources and tools.
You stay in control
Every output is traceable to its source. Your team reviews, corrects and approves with full visibility into what the agent did and why.
Every figure in Xlagent's output is traced back to its source document for review and approval.
Your Core Workflows Automated
Explore use casesDeal screening
More signal, less noise. Key metrics, risks and red flags surfaced from every incoming deal before the process begins.
Due diligence
Deeper diligence, in less time. Every risk flagged, every finding structured. Your team focuses on judgment, not extraction.
Portfolio monitoring
Nothing slips. Every obligation, risk and open action tracked across your portfolio, so your team always works from a single, current picture.
Reporting
Reporting that assembles itself. KPIs, financials and updates pulled from source. LP reports, board packs and submissions ready on cycle.
Move faster, with higher conviction
Tailored AI
Xlagent is built around how your team actually works.
Trust
Trust through verification and control. Every output traced to its source. Exceptions flagged before they reach your desk.
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