Ready-made
Start with workflows that already run
Our agents, such as the Newsletter Agent and Chat over SEC data, are built, tested and running today. We turn them on for your account and you can use them the same day.
How it works
Workflows, delivered.
We don't sell you an AI platform to configure, and we don't run a consulting project that ends in a slide deck. We build AI workflows that each do one recurring job well, and we run them for you in a portal your team signs in to.
What a workflow is
A job, not a tool.
A general-purpose chatbot leaves the hard parts to you. You find the data, write the prompt, check the answer and reformat it, every time. A workflow does all of that once, properly, and then repeats it on demand.
- Curated data. The sources the job needs, already loaded and kept current, such as trade newsletters, SEC filings and company financials.
- A prompt written for a reader. Instructions that name who the output is for, what they already know, and what to leave out.
- Output you can use. A finished brief, a sourced answer or an email to your list, not a draft you have to rewrite.
- Operations handled. Scheduling, model updates, monitoring and cost tracking are our job, not yours.
Our model
Three ways to put a workflow to work.
Tailored
Make them speak to your team
Write your own newsletter prompt for a different reader or market, choose which data sources each agent may use, and pick the model for each job. A cheaper model handles routine work and a stronger one handles harder analysis.
Built for you
Bring us the next recurring job
If your team does something every week that AI could do, we can build it as a new agent and add it to your portal next to the others, on the same sign-in and the same bill.
Paying for it
You pay for the work, run by run.
Your account carries a credit balance. Each run draws it down by what that run actually cost: the model you chose and the tokens it used. A short question costs cents. A full weekly analysis costs more, and you can see exactly how much more.
- Activity Log. Every run, with its date, model, run time, tokens and cost.
- Cost view. Spend by agent and by day for any month, with the price of every model alongside.
- A balance that stops. When credits run out, new costly runs wait until you top up, so there are no runaway bills.
Data sources
Answers grounded in data you can check.
Each agent works only from the sources it has been granted, and it says where its answers come from. These sources are available today:
SEC Filings
Annual, quarterly and current reports from the companies you track, searchable by meaning as well as by keyword, with a link to the filing on SEC.gov.
SEC Financials
Reported financial data for every tracked company, taken from SEC's structured filings, so figures come straight from the filing rather than from the model's memory.
Industry newsletters
A dedicated inbox subscribed to your sector's trade press, read every week. Past issues stay searchable for context.
Web search
Live search for anything newer or broader than the curated sources, used only when you switch it on.
Built to be trusted
Your account, your data, your controls.
- Approved accounts only. There is no public sign-up. A person reviews every account request.
- Access enforced at the database. Each person sees only their own work and the agents they've been granted. These rules live in the database, not just the screen.
- Every run on the record. Nothing runs without a log entry showing who ran it, with which model, and at what cost.
- No secondary use. We don't sell your data, advertise with it or use it to train models. See our privacy policy.
See it working
Follow one workflow from inbox to brief.
The Newsletter Agent shows the model end to end: curated sources, a prompt written for one reader, and a finished brief delivered on a schedule.