AI and automation engineering at scale

AI Engineering for Regulated Finance

FinanceGPT Labs helps banks, insurers, fintechs, lenders, payment companies, asset managers and enterprise finance teams turn AI pilots into secure, auditable automation systems.

Productized sprints Fixed scope Custom builds NVIDIA-listed app team
Labs Delivery Console LIVE
AI Governance Sprint
Risk controls, use-case inventory and roadmap
In review
Fraud / AML Triage Prototype
Alert evidence, investigator workflow and QA review
High risk
Private AI Deployment
VPC, local or hybrid model architecture
Alert
Production Automation Build
Integrated controls, monitoring and support runbook
Pending
FinanceGPT Labs

Not generic AI consulting. Regulated AI systems that can go to production.

Financial institutions do not need more AI demos. They need secure workflows, governance, privacy, evaluation, human review, audit trails and production engineering that survives regulated environments.

Fixed scope

Buy a single finance task when you need it. No subscription required.

Prototype

Build a working AI automation prototype around one high-value workflow.

Private AI

Deploy AI safely across local, VPC, browser-side or hybrid data boundaries.

AI Ops

Monitor, evaluate and improve AI systems after deployment.

Financial-services AI systems

Engineer the AI systems financial institutions actually need.

FinanceGPT Labs focuses on the highest-value AI problems in regulated finance: governance, fraud, compliance, customer operations, document intelligence, private AI and legacy workflow automation.

Request a Labs sprint
AI governance and model risk

Use-case inventory, risk classification, controls, approval flows, evaluation and audit evidence.

Fraud, AML and financial crime

Alert triage, anomaly review, investigator copilots and evidence-backed escalation workflows.

Compliance automation

Regulatory change monitoring, policy review, evidence collection and compliance reporting.

Document AI systems

KYC packs, claims files, credit memos, statements, contracts, policies and audit evidence.

Productionization

Integrations, monitoring, human-in-the-loop controls, fallbacks, QA and operational support.

FinanceGPT Labs offers

Productized AI engineering for immediate revenue and faster enterprise adoption.

Start with a fixed-scope sprint, convert successful prototypes into production builds, then retain Labs for ongoing AI operations.

Fixed scope

From $7,500

Map safe, valuable AI use cases and produce a deployment roadmap.

  • Use-case inventory
  • Governance gaps
  • 90-day roadmap
Prototype

From $15,000

Build a working AI prototype for one financial-services workflow.

  • Secure data flow
  • Evaluation report
  • Leadership demo
Private AI

From $50,000

Deploy private, governed AI into sensitive finance environments.

  • Local / VPC / hybrid
  • Access controls
  • Audit trails
Production Build

From $75,000

Turn a validated prototype into a monitored production AI system.

  • Integrations
  • Monitoring
  • Handover
Private and sovereign AI

AI systems that respect financial-services data boundaries.

FinanceGPT Labs designs browser-local, VPC, private cloud and hybrid AI deployments so sensitive financial, customer, transaction, claims, KYC and portfolio data stays inside controlled environments.

ToolInferencePrice
ChatLocal WebGPUFree
Finance ToolsLocal WebGPUFree
Agentic CouncilLocal WebGPUFree
Documents & CodingLocal WebGPUFree
AI Settings
One local model powers all sovereign tools
Offline-ready
Selected model Llama / Qwen / Phi / Mistral
Model lifecycle Only one model loaded at a time
Privacy posture No cloud inference for free GenAI
Offline mode Generative tools continue after model cache
Data Hub

Connect the systems where finance work already happens.

Uploading files is only the start. FinanceGPT is designed to become the data hub for accounting, banking, ERP, payment, spreadsheet, warehouse, and secure file-transfer workflows.

Xero
Accounting
QuickBooks
Accounting
Zoho Books
Accounting
Sage
Accounting
NetSuite
ERP
Dynamics 365
ERP
Stripe
Payments
Plaid / Open Banking
Banking
Google Sheets
Spreadsheets
Excel / OneDrive
Spreadsheets
SFTP Data Drop
Secure files
Data Warehouse
Enterprise
Connector onboarding

Authorize, test connection, choose data scope, run first sync, and map accounts into FinanceGPT.

Data readiness

See which tasks are ready, what data is missing, and which mappings need review.

Lock-in through workflow

Connected data becomes recurring reporting, forecasting, reconciliation, controls, and audit history.

Who FinanceGPT is for

Built for finance professionals, not finance tourists.

Fractional CFOs

Automate monthly client packs, cash forecasts, and advisory commentary.

Accounting firms

Scale advisory reporting across client workspaces and pooled credits.

SME finance teams

Close faster, forecast earlier, and catch exceptions before month-end.

Investment teams

Use sovereign AI for research and paid automation for structured deal outputs.

FinanceGPT Tools

The familiar FinanceGPT tool experience remains — now free and sovereign.

Keep the legacy use-guide experience for finance and investment analysis, but move it into the free local generative AI layer. Paid revenue comes from task execution, automation, wallet credits, data integrations, teams, and pilots.

View use guide
Balance Sheet Analysis
Free local tool
Cash Flow Analysis
Free local tool
Credit Analysis
Free local tool
Valuation
Free local tool
Equity Research
Free local tool
Investment Memo
Free local tool
FX Analysis
Free local tool
Technical Equity Analysis
Free local tool
Liquidity Analysis
Free local tool
Tax Planning
Free local tool
Hedging Strategy
Free local tool
Fundraising Strategy
Free local tool
Buy directly or through Microsoft

FinanceGPT is being prepared for Microsoft Marketplace transactability.

Direct customers can use Stripe for subscriptions, wallet credits and pay-once finance work. Microsoft Marketplace customers will activate FinanceGPT through Microsoft SaaS fulfillment, with Microsoft-managed billing and FinanceGPT-managed onboarding, task runs, reports and automation.

Direct subscriptions

Stripe-backed plans, wallet top-ups and one-time task checkout for customers buying directly from FinanceGPT.

Microsoft Marketplace

Marketplace activation, SaaS subscription mapping, Microsoft webhook readiness and plan-to-entitlement mapping for Azure procurement.

Easy cancellation

Customers can manage or cancel recurring direct subscriptions through FinanceGPT billing, reducing billing confusion and Stripe dispute risk.

AI readiness assessment

Tell us the AI system you need to build.

FinanceGPT Labs will recommend the right sprint: readiness, governance, prototype, private AI deployment, production build or AI operations retainer.

Best-fit buyers

Banks, insurers, fintechs, payment companies, lenders, asset managers, RegTechs and enterprise finance transformation teams.

FinanceGPT Labs is separate from the FinanceGPT product. Labs delivers custom AI engineering, automation and governance engagements.

Funding and Partnership Ecosystem

FinanceGPT Labs (formerly IPOXCap AI) is supported by and has a strong finance, tech and data science ecosystem.

Start with a focused sprint

Assess one AI opportunity. Prototype it. Productionize what works.

FinanceGPT Labs gives financial institutions a practical path from AI ambition to governed, secure, production-grade automation.

FinanceGPT's financial analysis software and AI financial tools suite and agents accelerate financial data analytics, investment portfolio optimization, financial workflow automation and adoption of generative AI for finance. FinanceGPT Labs has been working on and deploying Large Quantitative Models (LQMs) as a distinct category, particularly within the generative Al space for quantitative finance, built as a hybrid with Hot Desk Imputation, KNN Imputation, VAEGAN and GPT/FinBert since August 2022. A whitepaper that introduced and created the Large Quantitative Models category of generative AI authored by Phiwa Nkambule was publicly released on 9 December 2023. FinanceGPT is now focused on Zero Inference AI, focused on being privacy first and being accessible with or without internet access.