Skip to main content
FINANCIAL INTELLIGENCE · INVESTMENT MANAGEMENT · GOVERNED FINANCIAL ACTIONS

Financial intelligence and governed action for modern finance.

FinanceGPT brings financial data, quantitative models, AI, investment intelligence, workflows, human review and controlled Financial Actions into one enterprise platform for finance teams, investment professionals, developers and governance leaders.

Autonomous economic transactions, made possible. FinanceGPT connects financial intelligence, workflows, policy, approvals and Financial Actions to move economic activity from decision to transaction, settlement and reconciliation.
Listed on NVIDIA MarketplaceEnterprise Applications · Verify listing
4,9k enterprise accounts Financial analysis · investment intelligence · quantitative finance · workflows · governed AI · Financial Actions

The transaction activity animation shows money entering operating cash, moving through treasury and governed Financial Actions, reaching configured payment, payroll, tax and investment destinations, and returning as reconciliation evidence.

FINANCIAL ACTIONS

Autonomous economic transactions, made possible.

FinanceGPT connects financial intelligence, workflows, policy, approvals and Financial Actions to move economic activity from decision to transaction, settlement and reconciliation.

01Money inReceipts, collections, proceeds and funding update the financial position.
02LiquidityOperating cash, treasury balances, obligations and forecasts shape the decision.
03Financial ActionsProposals move through controls, approvals, scoped authority and provider submission.
04Money outAuthorized Financial Actions can reach payments, payroll, tax, trades or other configured destinations.
05ReconciliationProvider outcomes, settlement and accounting evidence close the loop.
Authority remains governed. Automation can prepare and coordinate the transaction lifecycle. Money moves only through configured policies, approvals, credentials, connectors and scoped Financial Actions authority.
START WITH YOUR WORK

One FinanceGPT platform. Clear entry paths for the work you do.

FinanceGPT spans finance operations, investment management, application development and enterprise governance. Start with the responsibilities closest to you; shared data, intelligence, workflow, action and evidence capabilities remain connected underneath.

Finance Teams

Run finance with connected intelligence and controlled automation.

CFOs, finance directors, FP&A, treasury, controllers and finance operations

Explore Finance for Teams
Investment & Markets

Research markets, construct portfolios, manage risk and move approved decisions through governed execution.

CIOs, portfolio managers, analysts, quants, risk and investment operations

Explore Investment & Markets
Developers & Fintechs

Build financial applications with FinanceGPT data, intelligence, workflows and governed Financial Actions.

Developers, fintech teams, solution architects and platform engineers

Explore the Developer Platform
Enterprise Governance

Govern AI, models, workflows, approvals and financial authority across the organisation.

CIO, CTO, CRO, model risk, security, compliance, audit and platform teams

Explore Enterprise Governance
CONNECTED FINANCIAL WORK

Connect financial information to decisions, controlled action and evidence.

FinanceGPT keeps financial data, calculation, AI interpretation, workflow, human authority and transaction execution as distinct but connected layers. That separation is what makes automation useful without making authority ambiguous.

01

Financial Data

Connected financial information, market evidence and governed source context.

02

Intelligence & Models

Deterministic finance, quantitative models, Native Intelligence and permitted generative AI.

03

Workflows & Agents

Finance-specific workflows and agents operating within explicit permissions.

04

Human Review & Policy

Approvals, limits, restrictions, segregation of duties and policy checks.

05

Financial Actions

Structured proposals that remain separate from execution authority.

06

Execution & Reconciliation

Authorized provider or connector submission followed by outcome reconciliation.

07

Evidence

Source, computation, model, action and SHA-256 provenance where available.

Authority remains explicit: Financial Actions can reach execution only where the relevant connector, policy, approval and scoped transaction authority are separately configured.

FINANCIAL ACTIONS

Finance does not end with an answer.

FinanceGPT can turn intelligence into a governed Financial Action: structure the proposal, apply controls, route human approval, issue scoped authority, submit through the configured provider or integration and reconcile what happened.

Understand Decide Propose Control Approve Authorize Submit Reconcile
01

Prepare with evidence

Translate treasury needs, collection intent, investment decisions or other finance work into a structured proposal with source and calculation context.

02

Apply controls and approval

Evaluate policy, limits, risk and required human approvals without treating AI recommendations as transaction authority.

03

Submit and reconcile

Where separately authorized, approved actions move through configured providers or integrations and return status, outcome and reconciliation evidence.

PRODUCT JOURNEYS

See FinanceGPT through complete financial workflows, not a feature catalogue.

Each journey begins with a different responsibility and converges on the same evidence, workflow, governance and action foundations.

Finance Teams

Monday morning finance review

Move from financial position and exceptions into planning, workflow and governed action.

  1. Review cash & liquidity
  2. Understand forecast variance
  3. Prioritise exceptions
  4. Prepare finance work
  5. Review approvals
  6. Reconcile outcomes
Explore this path
Investment & Markets

Build an evidence-backed thematic portfolio

Take an investment concept through research, construction, risk, review and controlled execution.

  1. Define concept
  2. Build universe
  3. Research evidence
  4. Construct portfolio
  5. Assess risk
  6. Govern approved action
Explore this path
Developers & Fintechs

Build a governed treasury workflow

Compose financial data, AI, workflow and Financial Actions without giving an application unbounded financial authority.

  1. Create sandbox app
  2. Call FinanceGPT APIs
  3. Compose workflow
  4. Add human review
  5. Propose Financial Action
  6. Observe evidence
Explore this path
Enterprise Governance

Approve a new AI workflow for production

Review provider, model, workflow and financial-authority impact before production use.

  1. Review change
  2. Inspect evidence
  3. Check permissions
  4. Assess financial impact
  5. Approve or decline
  6. Monitor production state
Explore this path
FINANCE TEAMS

Understand financial position, plan forward and manage the work that needs attention.

Use financial statement analysis, cash and liquidity views, forecasts, budgets, variance analysis, accounting workflows, receivables, payables and Financial Actions without losing the evidence behind the decision.

Balance Sheet Analysis
Cash Flow Analysis
Credit Analysis
Financial Forecasting
Financial Planning
Liquidity Analysis
Profit and Loss Analysis
Scenario Analysis
Treasury Management
Accounts Receivable
Accounts Payable
Financial Reporting
Valuation Analysis
Reconciliation
Management Reporting
Financial Actions
INVESTMENT & MARKETS

From investment concept to evidence-backed portfolio decision.

Research companies and themes, build investable universes, construct portfolios, evaluate risk and derivatives, explore generative scenarios and move approved investment decisions into controlled execution and reconciliation.

Concept2UniverseDynamic Industry OntologyTheme WatchPortfolio ConstructionInstitutional RiskInvestment Book
ObservedMarket and provider evidence

Source, as-of time and freshness remain visible for observed financial and market information.

DerivedQuantitative analysis

Portfolio construction, factors, risk and valuation remain linked to explicit methods and inputs.

FinanceGPT SyntheticCounterfactual research

LQM-generated synthetic options and generative market scenarios remain distinct from observed data. Execution eligible: NO.

AI & QUANTITATIVE INTELLIGENCE

Use the lowest-complexity governed intelligence appropriate to the task.

FinanceGPT separates deterministic finance, local NLP and semantic intelligence, quantitative models, language generation and financial authority rather than forcing every problem through one model.

FinanceGPT Native Intelligence

Deterministic and local-first where sufficient.

Financial calculations, rules, parsers, bounded NLP and semantic retrieval can handle suitable tasks before generative inference is needed.

Explore FinanceGPT intelligence
Large Quantitative Models

LQMs for numerical finance.

Deterministic, statistical, econometric, forecasting, simulation, optimization and approved learned quantitative methods with explicit inputs and evidence.

Explore LQMs
Quantitative Language Models

QLMs for governed financial reasoning.

Combine language inference with promoted LQMs, tools, context, evidence and workflow while keeping numerical methods explicit.

Explore QLMs
Managed AI & BYOK

Model choice remains governed.

FinanceGPT Managed AI and permitted customer-managed providers operate within workspace policy, model permissions, usage controls and evidence.

Review AI governance
WORKFLOWS, AGENTS & INTEGRATIONS

Automate recurring financial work without hiding control points.

Build workflows that connect financial data, deterministic calculations, FinanceGPT intelligence, integrations and human review. Applications and agents may prepare Financial Actions, but authority remains governed separately.

Workflow StudioAgent SpaceIntegration HubHuman ReviewEvidenceFinancial Action Proposal
TriggerFetch DataDeterministic CalculationFinanceGPT IntelligenceHuman ReviewFinancial Action Proposal
ENTERPRISE GOVERNANCE

Adopt AI and automation without surrendering financial control.

Govern providers, models, workflows, credentials, approvals, limits and financial authority with evidence that helps security, risk, compliance and audit teams understand what happened and who was authorized.

AI & provider governanceManaged AI, BYOK, model access, provider state and usage controls.
Model governanceLQM/QLM evaluation, promotion, drift, evidence and lifecycle controls.
Workflow governanceTesting, review, immutable approved versions and change evidence.
Financial authorityPolicies, limits, approvals, segregation of duties, submission and reconciliation.
DEVELOPERS & FINTECHS

Build financial applications on FinanceGPT.

Use APIs, SDKs, financial intelligence, quantitative models, workflows, agents, event tooling and governed Financial Actions without rebuilding the underlying financial infrastructure.

SandboxFinanceGPT API v2
GET /api/v2/ai/models
Authorization: Bearer $FINANCEGPT_API_KEY

Scope: ai:models:read
EVIDENCE & TRUST

Know what is observed, what is calculated, what is synthetic and what was authorized.

FinanceGPT uses consistent information, freshness, action and evidence semantics so users can inspect sources, methods, model context, approvals and SHA-256 evidence where available.

InformationObserved / Derived / Synthetic
FreshnessLive / Fresh / Aging / Stale
Financial ActionPropose / Control / Approve / Authorize / Submit / Reconcile
EvidenceUnsealed / Sealed / Verified
PROGRAMMES, PARTNERS, ACCELERATORS & ECOSYSTEM

FinanceGPT in the global innovation ecosystem.

A selection of programmes, partners, accelerators and institutions across finance, technology and innovation.

FINANCIAL ANALYSIS

Transforming Complex Financial Data into Actionable Insights with AI.

Financial data becomes more useful when source, calculation and interpretation can be reviewed together. FinanceGPT turns complex financial information into analysis, charts, forecasts, research and decision support while preserving the evidence trail.

01Source evidenceStatements, market data, integrations and governed uploads.
02Financial methodsDeterministic calculations, models, scenarios and validations.
03Decision contextFinanceGPT interpretation, reports, workflows, approvals and auditability.
PRICING

Start with the level of FinanceGPT that fits the work.

Explore FinanceGPT free, add professional financial intelligence and workflows, or move into team, business and institutional capabilities as governance, integrations and Financial Actions requirements expand.

QUESTIONS

FinanceGPT Labs, clearly explained.

What is FinanceGPT Labs?

FinanceGPT Labs is the complete FinanceGPT financial intelligence and action platform. It combines financial analysis, investment intelligence, deterministic quantitative models, governed AI, workflows, evidence and Financial Actions for professional and institutional finance.

Who is FinanceGPT for?

FinanceGPT serves finance teams, investment and markets professionals, developers and fintechs, enterprise governance teams, advisors, accounting firms and financial institutions.

What are FinanceGPT Financial Actions?

Financial Actions carry approved finance work through policy, controls, human approval, scoped authority, provider submission and reconciliation. AI can prepare and explain an action, but execution authority remains separate.

What is the difference between Observed, Derived and Synthetic information?

Observed information comes from a source or provider. Derived information is calculated from explicit inputs and methods. FinanceGPT Synthetic information is generated for research or scenario use and remains visibly distinct from observed market data.

Can FinanceGPT connect to financial systems?

Yes. FinanceGPT includes governed integrations, APIs and developer tooling for connected financial workflows. Available integrations and execution permissions remain subject to workspace and commercial configuration.

Can FinanceGPT trade or move money?

Yes, through Financial Actions where the relevant commercial capability, connector, policy, approval and scoped execution authority are separately configured. FinanceGPT never treats analysis, AI output or a paid plan as authority to transact.

How much is Professional access?

Professional is $59 per month or $590 per year. Paid subscriptions include FinanceGPT AI Credits, with current usage and plan details shown on Pricing.

FINANCIAL INTELLIGENCE TO CONTROLLED ACTION

Understand the financial position. Make the decision. Govern the action. Reconcile the outcome.

Start with the finance, investment, development or governance work you already need to complete, then bring in models, workflows and Financial Actions as the required evidence and authority are established.

PROGRAMMES, PARTNERS, ACCELERATORS & ECOSYSTEM

FinanceGPT in the finance and technology ecosystem.

FinanceGPT has participated in programmes and ecosystems across financial services, technology, data and innovation. Governance and evidence remain visible through the FinanceGPT Trust Center.