90% faster insights
Work that took days takes hours. Document-heavy workflows, automated end to end.
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.
Your document-heavy workflows, automated.
Why finance teams choose xlagent
Unparalleled accuracy
Investment-grade precision powered by a platform built for the complexity of high-finance workflows. Where generic AI chatbots break down, xlagent delivers.
Designed for scale
A context layer that constantly improves over time. Unlimited context across thousands of documents without hitting the walls that constrain other tools.
Agents you can trust
Full transparency and traceability in everything. Every action and decision completely explained, with lightning-fast verification.
White-glove partnership
A dedicated partnership led by ex-finance professionals who understand your workflows firsthand and work alongside you to provide impact from day one.
Encode your processes once, run them on demand
Turn repeatable work into automated workflows your agents execute end-to-end.
Pull business data
Gather metrics and updates
Analyze changes
Flag trends, anomalies and risks
Draft review deck
Create summary slides
Send email
Send the review deck to my team
All your data, always within reach
Plug into the tools your team already uses, so everyone works from the full picture.
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Every insight becomes institutional knowledge
A knowledge base that compounds over time, turning individual work into shared intelligence.
Acme Corp
Vanguard RE
Apex Group
IC Memo
Illustrative use cases
Due diligence & data room analysis
Turn folders of documents into structured findings, flagged risks, and open questions, so your team spends time on judgment, not extraction.
Investment memo & IC preparation
Synthesise data room materials, financials, and management presentations into a structured IC memo or investment proposal, with every claim traceable to its source document.
ESG assessment & monitoring
Work through questionnaires, ratings, incident registers, and improvement plans at acquisition and throughout the hold period, with full audit trails for lenders and regulators.
Lease & contract analysis
Abstract key terms, critical dates, obligations, and risks across large document populations, lease packs, supply contracts, concession agreements, and flag what needs attention before it becomes a problem.
Debt facility & covenant monitoring
Extract structure and terms from financing documents at closing, then continuously track maintenance tests, headroom, and reporting obligations, surfacing issues before they become breaches.
Portfolio monitoring
Maintain a structured view of obligations, risks, and open actions across assets, so nothing slips between reporting cycles and your team always works from a single, current picture.
Quarterly investor & fund reporting
Pull KPIs, financials, and portfolio updates from source documents and draft LP reports, board packs, and regulatory submissions on your reporting cycle, without the manual assembly.
Regulatory & compliance workflows
Run KYC onboarding checks, AIFMD disclosures, SFDR reporting, and other document-driven obligations consistently and completely, with traceable outputs ready for audit.
Enterprise-grade security you can trust
Your data security is our top priority. We've built xlagent with the most rigorous security standards in mind.
GDPR
Compliant
ISO 27001
In progress
No Training on Your Data
By default, your data is not used for training AI models by us or third-party AI providers.
EU Data Residency
Data remains within the EU, compliant with EU data residency requirements.
Data Isolation
Your data stays in an isolated environment with the option to deploy in your own cloud.
Strict Access Control
Zero-trust, least-privilege access model with granular role-based controls.
Data Visibility and Control
Full control and complete visibility over what company data is retained.
Encrypted Everywhere
Your data is encrypted both in transit (AES-256) and at rest (TLS 1.2/1.3).
See xlagent in action
Book a demo to discover how xlagent can accelerate your investment workflows with precision and control.
Supported by leading innovation programs
KBC Start it: Xlagent joined the Spring 2026 Cohort of Start it @KBC, the largest accelerator in Europe. They offer coaching, several partner benefits and access to the Global Accelerator Network.
imec: Xlagent joined the Imec.istart launch program in fall 2025 where they got coaching and mentorship from experts in the fields, to accelerate the road to a production-ready product.
