ASSIST AI AGENTS
Browse through our prebuilt templates or create your own ASSIST AI Agent
Annual Reports Agent
Agent extracts financial metrics, performance data and strategic insights automatically.
Finance
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Clause Extraction
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Risk Identification
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Compliance Verification
Financial Reconciliation Agent
Automates financial reconciliation by matching transactions and flagging discrepancies between systems.
Finance
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Financial Reconciliation
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Bank Statement Processing
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Transaction Matching
Financial Accuracy
Ensures financial data accuracy by automatically cross referencing numbers across multiple documents
Finance
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Relationship Management
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Network Intelligence
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Data Reconciliation
Venture Capital Relationship Management Agent
Consolidate your entire firm's history of interactions with any contact into a single actionable briefing
Finance
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Case Law Research
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Precedent Synthesis
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Argument Summarization
Private Equity Portfolio Reporting Agent
Automates PE Portfolio reporting by consolidating performance data from all underlying companies.
Finance
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Portfolio Reporting
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PE Portfolio Montioring
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Data Consolidation
Insurance Risk Assessment
Analyses risk engineering reports to identify hazards, extract COPE data and summarize recommendations.
Insurance
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Loss Control Report Analysis
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Recommendation Extraction
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COPE Data Extraction
Claim Triage
Helps triage incoming claims by severity and fraud risk.
Insuarnce
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Claims Triage
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Automated Routing
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Severity Assessment
Insurance Coverage Analysis
Provides instant citied answers to complex coverage questions by analyzing policies and claim facts.
Insurance
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Coverage Verification
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Policy Q&A
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Exclusion Analysis
Insurance Claims Automation
Automates claims intake by extracting data from FNOL, submissions, forms and supporting documents.
Insurance
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FNOL Automation
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Claims Data Extraction
Explore Pre built ASSIST AI Agents or build your own custom Agent
Explore Pre built ASSIST AI Agents or build your own custom Agent
