AI agents for finance and operations

AI inside every system we build. Coretos designs, configures and runs AI agents for investor support, compliance checks and operations — connected to your data, with the controls regulated businesses need.

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[ Where AI helps ]

Agents that do real work, not demos.

Investor and customer supportAnswers questions about offerings, accounts and payouts, in many languages, and hands over to people when needed.

Onboarding and document checksReads and pre-checks identity documents, company records and source-of-funds evidence.

Compliance monitoringFlags unusual transactions and prepares cases for your compliance team to review.

OperationsReconciliations, reporting drafts, data entry and internal knowledge search.

Sales and deal teamsQualifies enquiries, prepares investor materials and keeps your CRM (customer relationship management) system current.

EngineeringCode review, testing and documentation assistants inside your development process.

[ Control ]

Secure, auditable, and yours.

Agents run in your cloud account, use only the data you allow and log every action. People stay in charge of decisions that carry legal or financial weight.

Data stays in your AWS account
Clear limits on what each agent can do
Every action logged for audit
Human approval for sensitive steps

[ Questions ]

AI agents, answered.

What is an AI agent?

An AI agent is software built on a large language model that can understand a request, look up information and take defined actions in your systems — for example answering an investor, checking a document or preparing a report.

Is our data used to train public models?

No. We configure models so that your data is not used for training, and we keep processing inside your cloud environment wherever possible.

Can you add AI to an existing platform?

Yes. We connect agents to your existing systems through APIs and start with one well-defined process, then expand.

Put AI to work inside your systems.

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