Finance
AI Knowledge Workers
for financial workflows
Built for structured reasoning, consistency, auditability, and clear separation between analysis and final decisions.
Workflows
Financial Workflows
Supported
Financial work involves recurring cycles of data review, analysis, validation, and reporting. Knowledge Workers assist with structured analysis and documentation while preserving financial controls.
Financial statement analysis
Forecasting and scenario modeling
Variance analysis and performance review
Risk assessment and exposure analysis
Investment research and evaluation
Due diligence support
Portfolio and reporting preparation
Internal finance documentation
Knowledge Workers contribute without replacing approval processes, sign-off requirements, or fiduciary responsibility.
Functional Roles
Knowledge Workers
in Finance Contexts
Organized around functional roles reflecting common financial activities. Each Knowledge Worker focuses on defined analytical or documentation tasks, allowing teams to distribute work across specialized roles.
Supporting repeatability and clarity while aligning with established financial review processes.
Functions
Applied Use Across
Finance Functions
Analysis and Planning
Organize financial data, support scenario analysis, and prepare structured outputs for review. Outputs designed to inform planning and evaluation workflows.
Investment and Due Diligence
Support information synthesis, document review, and comparative analysis across opportunities. Maintain consistency while managing complex information sets.
Risk and Controls
Identify risk factors, prepare structured assessments, and support internal risk review processes. Outputs intended for review and escalation by finance or risk teams.
Reporting and Governance
Prepare and review financial reports, internal documentation, and governance materials. Maintain consistency and traceability across reporting cycles.
Governance
Governance
and Oversight
Financial workflows require strict controls, review mechanisms, and accountability. All Knowledge Worker outputs are reviewable, editable, and attributable with human-in-the-loop oversight.
Teams define validation and approval processes, operating within environments governed by financial controls and regulatory expectations.
Integration
Integration With
Financial Systems
Integrates with existing financial systems, data sources, and document repositories through secure interfaces. Knowledge Workers access relevant information while organizations retain their existing infrastructure.
A supporting intelligence layer, not a replacement for core financial systems.
Your Finance Operations Team
10 Specialized AI Knowledge Workers
Cy Valuation Analysis & Modeling Agent
Builds DCF, comparable company, and precedent transaction models for M&A and investment decisions.
AI Knowledge Worker
Cy FP&A Research & Reporting Agent
Creates budget vs. actual analyses, variance reports, and rolling financial forecasts.
AI Knowledge Worker
Cy Portfolio Intelligence & Ops Agent
Monitors portfolio performance, rebalancing triggers, and generates investor reporting packages.
AI Knowledge Worker
Cy Deal Diligence & Docs Agent
Coordinates data room organization, diligence checklists, and transaction documentation workflows.
AI Knowledge Worker
Cy Credit Risk & Review Agent
Analyzes borrower financials, calculates credit scores, and prepares risk assessment memos.
AI Knowledge Worker
Cy Treasury Research & Ops Agent
Forecasts cash positions, optimizes working capital, and manages bank relationship documentation.
AI Knowledge Worker
Cy Audit Support & Review Agent
Prepares audit schedules, reconciles accounts, and tracks management letter responses.
AI Knowledge Worker
Cy Cost Analysis & Ops Agent
Performs cost allocation studies, margin analyses, and profitability assessments by product line.
AI Knowledge Worker
Cy Forecast Modeling & Reporting Agent
Builds revenue and expense projection models with sensitivity analyses and scenario planning.
AI Knowledge Worker
Cy Financial Reporting & Documentation Agent
Prepares GAAP-compliant financial statements, MD&A narratives, and board reporting packages.
AI Knowledge Worker
Specialized for Finance
Round-the-clock financial intelligence. Your AI analysts build models, assess risk, and generate reports—turning complex data into clear, actionable recommendations.
Ready to deploy in your workspace
Each agent is trained on industry-specific workflows, documents, and best practices.