Financial Services by Nakoto Agents
AI agents designed for modern finance, streamlining analysis, compliance, and client operations.
Financial Services by Nakoto Agents
AI agents designed for modern finance, streamlining analysis, compliance, and client operations.
Hours Saved per Quarter
k+
Hours Saved per Quarter
k+
Automated Financial Reports
k+
Automated Financial Reports
k+
Satisfaction Rate
%
Satisfaction Rate
%
Reduction in Workload
%
Reduction in Workload
%
Hours Saved per Quarter
k+
Hours Saved per Quarter
k+
Satisfaction Rate
%
Satisfaction Rate
%
Automated Financial Reports
k+
Automated Financial Reports
k+
Reduction in Workload
%
Reduction in Workload
%
Hours Saved per Quater
k+
Automated Financial Reports
k+
Satisifaction Rate
%
Reduction in Workload
%
Key Benefits
AI-powered insight at every stage of your financial workflow
Our AI agents handle tasks, learn from behavior, and adapt in real-time giving you more time to focus on what matters.
Accelerate Deal Sourcing
Nakoto Agents connect to your CRM and data platforms to uncover high-quality deal opportunities and strengthen your sourcing process.
Identify high-value investments
Compare private and public comps
Scale sourcing without extra staff
Automate Deal Due Diligence
Nakoto Agents analyze financial documents, filings, and market data to surface insights and streamline your due diligence process.
Extract KPIs like revenue, margins, and cash flow
Summarize financial and operational risks
Generate diligence briefs in minutes
Monitor Portfolio Performance
Your AI agents continuously track key metrics and reports, turning portfolio oversight into a live, automated process.
Track KPIs like ARR, burn rate, and leverage
Compare quarter-over-quarter performance
Receive alerts for performance changes
Strengthen Compliance and Oversight
AI agents monitor regulatory documents, version changes, and audit requirements to reduce manual review time.
Track evolving compliance policies
Compare and summarize document updates
Prepare audit-ready summaries automatically
Key Benefits
AI-powered insight at every stage of your financial workflow
Our AI agents handle tasks, learn from behavior, and adapt in real-time giving you more time to focus on what matters.
Accelerate Deal Sourcing
Nakoto Agents connect to your CRM and data platforms to uncover high-quality deal opportunities and strengthen your sourcing process.
Identify high-value investments
Compare private and public comps
Scale sourcing without extra staff
Automate Deal Due Diligence
Nakoto Agents analyze financial documents, filings, and market data to surface insights and streamline your due diligence process.
Extract KPIs like revenue, margins, and cash flow
Summarize financial and operational risks
Generate diligence briefs in minutes
Monitor Portfolio Performance
Your AI agents continuously track key metrics and reports, turning portfolio oversight into a live, automated process.
Track KPIs like ARR, burn rate, and leverage
Compare quarter-over-quarter performance
Receive alerts for performance changes
Strengthen Compliance and Oversight
AI agents monitor regulatory documents, version changes, and audit requirements to reduce manual review time.
Track evolving compliance policies
Compare and summarize document updates
Prepare audit-ready summaries automatically
Key Benefits
AI-powered insight at every stage of your financial workflow
Our AI agents handle tasks, learn from behavior, and adapt in real-time giving you more time to focus on what matters.
Accelerate Deal Sourcing
Nakoto Agents connect to your CRM and data platforms to uncover high-quality deal opportunities and strengthen your sourcing process.
Identify high-value investments
Compare private and public comps
Scale sourcing without extra staff
Automate Deal Due Diligence
Nakoto Agents analyze financial documents, filings, and market data to surface insights and streamline your due diligence process.
Extract KPIs like revenue, margins, and cash flow
Summarize financial and operational risks
Generate diligence briefs in minutes
Monitor Portfolio Performance
Your AI agents continuously track key metrics and reports, turning portfolio oversight into a live, automated process.
Track KPIs like ARR, burn rate, and leverage
Compare quarter-over-quarter performance
Receive alerts for performance changes
Strengthen Compliance and Oversight
AI agents monitor regulatory documents, version changes, and audit requirements to reduce manual review time.
Track evolving compliance policies
Compare and summarize document updates
Prepare audit-ready summaries automatically
Integrations
Integrations
Integrations
Custom Integrations
Connect your AI agents to all your essential tools and data sources
Connect your AI agents to all your essential tools and data sources
Capital IQ
Pitchbook
Deal Cloud
Google Drive
Teams
Affinity
Slack
Dropbox
Power BI
HubSpot
Capital IQ
Capital IQ
Pitchbook
Pitchbook
Deal Cloud
Deal Cloud
Teams
Teams
Google Drive
Google Drive
Affinity
Affinity
Slack
Slack
Dropbox
Dropbox
Power BI
Power BI
HubSpot
HubSpot
Capital IQ
Capital IQ
Pitchbook
Pitchbook
Deal Cloud
Deal Cloud
Teams
Teams
Google Drive
Google Drive
Affinity
Affinity
Slack
Slack
Dropbox
Dropbox
Power BI
Power BI
HubSpot
HubSpot
Security
Security and data privacy you can trust
Your data stays protected with strong encryption, strict access controls, and a secure platform designed to support sensitive financial and operational workflows.
Aligned with SOC Controls
Our internal practices follow standard SOC2 style principles for protecting sensitive data
Your data stays private and is never used to train any model
Privacy focused
Designed with ISO style security frameworks to support secure data operations
Built on global best practices
No training on your data
AES256 encryption at rest
TLS 1.2 encryption in transit
Clear data deletion process
Follows SOC style principles
Security & privacy
Role based access for your team
Manage integration access
MFA optional for secure sign in
Secure API authentication
Access logs for accountability
Admin and access control
Support with onboarding
Clear instructions for each feature
Help interpreting AI results
Fast responses to any issue
AI support team
View more details
Designed with ISO style security frameworks to support secure data operations
Built on global best practices
Your data stays private and is never used to train any model
Privacy focused
Aligned with SOC Controls
Our internal practices follow standard SOC2 style principles for protecting sensitive data
No training on your data
AES256 encryption at rest
TLS 1.2 encryption in transit
Clear data deletion process
Follows SOC style principles
Security & privacy
Support with onboarding
Clear instructions for each feature
Help interpreting AI results
Fast responses to any issue
AI support team
Role based access for your team
Manage integration access
MFA optional for secure sign in
Secure API authentication
Access logs for accountability
Admin and access control
View more details
Security
Security and data privacy you can trust
Your data stays protected with strong encryption, strict access controls, and a secure platform designed to support sensitive financial and operational workflows.
Designed with ISO style security frameworks to support secure data operations
Built on global best practices
Your data stays private and is never used to train any model
Privacy focused
Aligned with SOC Controls
Our internal practices follow standard SOC2 style principles for protecting sensitive data
No training on your data
AES256 encryption at rest
TLS 1.2 encryption in transit
Clear data deletion process
Follows SOC style principles
Security & privacy
Support with onboarding
Clear instructions for each feature
Help interpreting AI results
Fast responses to any issue
AI support team
Role based access for your team
Manage integration access
MFA optional for secure sign in
Secure API authentication
Access logs for accountability
Admin and access control
View more details
Security
Security and data privacy you can trust
Your data stays protected with strong encryption, strict access controls, and a secure platform designed to support sensitive financial and operational workflows.
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
What kind of results should I expect?
How do you ensure data privacy and security?
How long does a typical project take?
What payment methods do you accept?
What if my team doesn’t understand AI or automation?
Do you bulid everything with code or no-code tools?
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
What kind of results should I expect?
How do you ensure data privacy and security?
How long does a typical project take?
What payment methods do you accept?
What if my team doesn’t understand AI or automation?
Do you bulid everything with code or no-code tools?
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
What kind of results should I expect?
How do you ensure data privacy and security?
How long does a typical project take?
What payment methods do you accept?
What if my team doesn’t understand AI or automation?
Do you bulid everything with code or no-code tools?
Security
Security and data privacy you can trust
Your data stays protected with strong encryption, strict access controls, and a secure platform designed to support sensitive financial and operational workflows.
Aligned with SOC Controls
Our internal practices follow standard SOC2 style principles for protecting sensitive data
Your data stays private and is never used to train any model
Privacy focused
Designed with ISO style security frameworks to support secure data operations
Built on global best practices
No training on your data
AES256 encryption at rest
TLS 1.2 encryption in transit
Clear data deletion process
Follows SOC style principles
Security & privacy
Role based access for your team
Manage integration access
MFA optional for secure sign in
Secure API authentication
Access logs for accountability
Admin and access control
Support with onboarding
Clear instructions for each feature
Help interpreting AI results
Fast responses to any issue
AI support team
View more details
Security
Security and data privacy you can trust
Your data stays protected with strong encryption, strict access controls, and a secure platform designed to support sensitive financial and operational workflows.
Aligned with SOC Controls
Our internal practices follow standard SOC2 style principles for protecting sensitive data
Your data stays private and is never used to train any model
Privacy focused
Designed with ISO style security frameworks to support secure data operations
Built on global best practices
No training on your data
AES256 encryption at rest
TLS 1.2 encryption in transit
Clear data deletion process
Follows SOC style principles
Security & privacy
Role based access for your team
Manage integration access
MFA optional for secure sign in
Secure API authentication
Access logs for accountability
Admin and access control
Support with onboarding
Clear instructions for each feature
Help interpreting AI results
Fast responses to any issue
AI support team
View more details
Let AI take the busywork off your team’s plate
From dispatching and documents to messages and reports automate the tasks your team shouldn’t be doing manually.