Stop Drowning in Financial Ratio Calculations
Instantly generate and analyze financial ratios to evaluate your customers’ financial status—no more manual number crunching.
Manually calculating and interpreting financial ratios is tedious, error-prone, and eats up hours you could spend on deeper analysis. Every time you switch between complex software and spreadsheets, you lose focus and risk mistakes.
The hidden cost
What this is really costing you
Generating financial ratios for customer evaluations means extracting data from multiple systems, running calculations, and double-checking for errors. The process is repetitive, time-consuming, and mentally draining—especially when accuracy is critical. Even with advanced credit and risk software, you’re still stuck doing manual work that slows you down.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling this manually, you’ll waste valuable hours, increase the risk of errors in your reports, and delay credit decisions—hurting both your efficiency and your team’s performance.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Evaluate a New Loan Applicant
You ask your agent to calculate liquidity, profitability, and leverage ratios for a new customer’s financial package.
Benchmark Customer Performance
You ask your agent to compare a customer’s ratios against industry standards and flag outliers.
Prepare for Credit Review Meetings
You ask your agent to summarize key financial ratios and trends for your upcoming meeting.
Spot Financial Red Flags
You ask your agent to highlight any ratios that indicate potential credit risk in a customer’s file.
How to hire your agent
Connect your tools
Link your existing credit analysis, adjudication, and risk management software so the agent can access the necessary financial data.
Tell your agent what you need
Type: 'Generate liquidity, profitability, and solvency ratios for ABC Corp’s 2023 financials and flag any concerning trends.'
Agent gets it done
The agent calculates all requested ratios, highlights key insights, and provides a summary report ready for your review.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automated Ratio Calculation
Calculates all key financial ratios from your uploaded or referenced financial statements in seconds.
Data Extraction & Cleanup
Quickly pulls and cleans relevant financial data from your reports, eliminating manual entry.
Custom Ratio Templates
Applies your preferred ratio formulas and benchmarks for consistent, tailored analysis.
Clear, Actionable Summaries
Delivers concise summaries highlighting strengths, weaknesses, and red flags in customer financials.
Audit-Ready Documentation
Generates detailed calculation logs to support compliance and audit requirements.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.