Stop Wasting Hours Chasing Financial Docs
Instantly collect investigation documents with an on-demand AI agent built for Fraud Analysts.
Digging through endless folders and emails to track down every financial document slows your investigations to a crawl. Every missing file means delays, frustration, and wasted time you can’t afford. There’s a better way—let an agent handle the grunt work so you stay focused on uncovering fraud.
The hidden cost
What this is really costing you
Gathering financial documents for investigations is tedious, repetitive, and error-prone. You spend hours searching disparate systems, cross-referencing records, and organizing files for each case. Every manual step increases the risk of missing critical evidence or introducing mistakes.
Time wasted
2.0 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,900/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll lose valuable investigation time, risk compliance issues, and struggle to keep up with case volume. Missed or incomplete documents can compromise your findings and slow down case resolution.
Return on investment
The math speaks for itself
Today — without agent
2.0 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,320/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.
Urgent Case Prep
You ask your agent to gather all bank statements, invoices, and wire transfer records for a new investigation—instantly.
Audit Readiness
You ask your agent to collect and organize all supporting documents needed for a compliance audit.
Evidence Review
You ask your agent to find every transaction record related to a flagged account and organize them for your review.
Missing Document Search
You ask your agent to identify and list any missing documents required for a complete case file.
How to hire your agent
Connect your tools
Link your accounting, business intelligence, and document management tools used in financial investigations.
Tell your agent what you need
Type: 'Gather all financial documents for case #4821, including statements, invoices, and wire transfers from the past 12 months.'
Agent gets it done
The agent returns a complete, organized folder with all requested documents and a summary checklist.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Document Retrieval
Finds and collects relevant financial documents from your connected systems based on your investigation needs.
Case File Organization
Sorts and organizes documents into case-specific folders for easy review and audit trails.
Duplicate Detection
Flags and removes duplicate files to ensure only the most accurate records are included.
Summary Generation
Creates a summary list of all gathered documents, highlighting missing or incomplete items.
Secure File Handling
Ensures all files are handled securely and access is logged for compliance.
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