“Monthly TB tie-outs used to take half a day. The agent normalizes charts of accounts, reconciles debits/credits, and leaves us only the exceptions to review.”

“Lead schedules and roll-forwards are generated in our house style with cross-references and hyperlinks. No more copying tabs across years.”

“Our deal teams now generate credit memos and portfolio reviews in a fraction of the time. The agent handles data aggregation and chart updates, freeing us up for higher-value analysis.”

“It parses PDF and Excel asset lists, maps useful life/methods, and builds an auditable depreciation subledger—ready to hand to reviewers.”

“Covenant tracking used to be a manual, error-prone process across 50+ portfolio companies. The agent automates it, flagging breaches and producing clean dashboards for our risk committees.”

“Batch invoicing from Excel is now button-click. The agent fills templates, validates totals, and prepares PDFs with a send log.”

“Building LBO models for sponsor coverage is now dramatically faster. The agent creates banker-grade schedules and sensitivity analyses that are instantly ready for client decks.”

“Multi-entity consolidations are consistent—intercompany eliminations and FX rates apply with traceable checks and a clear review trail.”