AI Agent for Finance: Policy Q&A & Compliance
Give your finance team instant answers from policies, procedures, and internal docs. Maintain audit trails, control access by role, and keep sensitive data secure with GDPR-compliant infrastructure.
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Great for
Connects with
Faster answers
from trusted sources
Keep responses grounded in the documents your team maintains.
Spreadsheets and docs
Use PDFs, XLSX, CSV, and other formats as source material.
Search and filters
Find the right sources quickly and keep answers scoped.
Freshness control
Refresh sources to keep policy and numbers aligned.
Agent controls
Tune prompts and tool access for the right outcomes.
Access and privacy
built in
Keep data isolated and accessible only to the right teammates and agents.
Roles
Assign roles so teams see only what they should.
Workspace isolation
Data stays scoped per workspace and agent.
Internal deployment
Use InsertChat in the workspace or integrate via API.
Visibility
Track activity to understand usage and adoption.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Faster answers with controlled knowledge scope
- Less time searching policies and internal docs
- More consistent explanations across the team
- A clear audit trail of what users asked