Agents Library
Browse all agents from our prebuild Cloud-Agents
BI & Insights Agent
Automatically integrates your data, tracks KPIs, and delivers real-time insights across your business.
Reporting Agent
Automatically generates tailored, error-free reports in minutes and makes them ready to share.
Engagement Agent
Instantly communicates in a personalized way and provides transparent access to client data and updates.
KYC & AML Agent
Automates identity verification and real-time KYC & AML checks to ensure compliance and audit readiness.
Payment Agent
Automates payment runs, team approvals, receivables tracking, and complex payout calculations including interest and waterfalls.
Invoice Agent
Automates invoice and expense processing from capture to booking suggestion — ready for approval and export to your accounting tools.
Agreement Agent
Manages contracts end-to-end with compliant e-signatures and execution for subscriptions, NDAs, and resolutions.
Data Room Agent
Intelligently organizes and manages documents in secure data rooms with permissions and audit trails.
Import Agent
Extracts relevant information from documents and unstructured data, transforming it into organized, actionable content ready for review.
Research Agent
Aggregates market data, filings, web sources, and internal knowledge to deliver deep research, deal intelligence, and faster due diligence workflows.
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