AI Finance Agents for Modern Fintech Teams

Empower your team with Smartcat's specialized ai finance agents. Our fintech ai agents automate complex financial workflows. This helps you reduce costs and deliver insights faster.

Trusted by innovative financial and technology organizations worldwide for secure, enterprise-grade AI solutions.

Revolutionize Your Financial Operations

80%+

Faster Reporting

Accelerate financial statements, compliance reports, and investor updates with a dedicated finance agent ai.

60%

Increased Analyst Capacity

Automate data collection, analysis, and translation. This frees up your team for high-value strategic tasks.

100%

Compliance Accuracy

Ensure consistent terminology and data across all multilingual documents. Our agents learn from your team’s feedback for perfect quality.

Explore Our Suite of Financial AI Agents

Deploy Your Finance AI Agent in 4 Steps

1

Select Your AI Finance Agent

Choose from pre-built banking ai agents for tasks like compliance or analysis. Or, build a custom agent for your unique needs.

2

Configure Your Secure Workflow

Set up secure, automated workflows in Smartcat. Everything stays protected while your agents handle the heavy lifting. Connect your data sources with our secure integrations.

3

Train Your Agent with Feedback

Your team provides feedback on the agent's output. This human-in-the-loop process ensures the AI continuously improves, learning your specific terminology and standards.

4

Scale Across Your Organization

Deploy your trained ai financial agent across teams and global offices. Achieve consistent quality and efficiency everywhere, from New York to Tokyo.

The Secure AI Platform for Global Finance

9.6/10

for ease of setup

9.3/10

ease of use

1,000+

global finance and tech clients

20%

of the Fortune 500 trust us

Proven Results with Agentic Finance AI

90%

reduction in reporting time

A major asset manager automated quarterly reports across 15 languages, dramatically cutting down on manual work.

40%

increase in analyst productivity

Discover how a global investment firm freed up its analysts to focus on strategy instead of data entry.

5X

faster global market entry

Learn how a fintech startup launched in five new countries simultaneously using our automated localization agents.

Smartcat's AI agents have transformed our global compliance workflow. Setting up the automated processes was simple. Now, we produce accurate multilingual reports in a fraction of the time. It's become essential for our global finance team.

David Chen

Head of Global Compliance

Upgrade Your Financial Workflow with AI Agents

See how Smartcat's secure platform and specialized AI finance agents can automate your workflows, reduce risk, and unlock new efficiencies. Book a demo today.

Frequently Asked Questions

What is an AI financial agent?

An AI financial agent is a specialized AI program designed for finance tasks. Unlike general AI, these agents are pre-trained for financial analysis, compliance reporting, and multilingual document processing. It is an autonomous system that handles complex workflows.

How do financial services AI agents differ from regular AI?

Financial services AI agents are purpose-built for the industry's unique needs. They can execute complex, multi-step workflows, learn from user feedback, and integrate with financial data systems. Think of them as expert digital team members, not just tools.

What is the infrastructure behind multi-agent learning in finance?

The concept of ai in finance applications and infrastructure for multi agent learning involves a network of specialized agents working together. For example, a data-gathering agent feeds information to a financial analyst ai agent, which then passes its findings to a report-generating agent. Smartcat provides the secure platform for these agents to collaborate seamlessly.

Can I integrate these agents with my existing systems?

Yes. You can seamlessly connect our fintech AI agents with your core systems. This includes ERPs, CRMs, content management systems, and market data platforms to create a unified ecosystem.

How secure is the platform for a CFO AI agent?

Security comes first. Smartcat runs on secure infrastructure that meets SOC 2 Type II compliance standards. A CFO AI agent can operate with confidence. We use end-to-end encryption, strong access controls, and comprehensive data protection to keep your financial information secure throughout every step of the process.

Are there examples of a Goldman Sachs AI agent in the industry?

While we cannot speak for specific companies, the trend is clear. Top-tier financial firms are actively developing and deploying agentic AI. A 'Goldman Sachs AI agent' is a conceptual example of how these firms use AI to automate complex analysis and gain a competitive edge in the market.

Sources:

  1. Vaccaro, M., Almaatouq, A., & Malone, T. (2024). When combinations of humans and AI are useful: A systematic review and meta-analysis. Nature Human Behaviour, 8, 2293–2303. https://doi.org/10.1038/s41562-024-02024-1

  2. McKinsey & Company. (2021). The value of getting personalization right—or wrong—is multiplying. https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/the-value-of-getting-personalization-right-or-wrong-is-multiplying

  3. Stanford HAI. (2025). AI Index Report 2025. https://hai.stanford.edu/ai-index/2025-ai-index-report