AI that builds DCFs,
not summaries
10 Knowledge Workers engineered for institutional-grade financial analysis. From WACC calculations to QofE bridges, they produce work product your investment committee has actually seen before.
What These Agents
Actually Do
Valuation & Deal Analysis
Full DCF, comp analysis, precedent transactions, and LBO modeling with detailed revenue builds, margin projections, and terminal value calculations. Every model includes sensitivity tables, return analysis, and adjustment documentation.
Due Diligence & Transaction Support
Quality of Earnings analysis with full EBITDA bridge construction, pro forma normalization, and accounting policy review. Systematic data room parsing, earnout probability modeling, and ASC 805 fair value treatment.
Credit & Risk Assessment
Internal credit ratings mapped to probability-of-default ranges across business, financial, and structural risk. Covenant structuring, cash flow waterfall analysis, and debt service coverage modeling.
FP&A & Forecasting
Variance decomposition by volume, price, mix, and timing with root cause analysis. Driver-based budgeting, rolling 12–18 month forecasts, and flash reports within days of period close.
Portfolio Intelligence
Brinson performance attribution and factor-based return decomposition across market, size, value, momentum, and quality. Multi-methodology VaR with stress testing against historical and hypothetical scenarios.
How the Finance Agents
Are Built Differently
Domain-Tuned
Retrieval
SEC filings are weighted as binding authority (confidence floor 0.95). Equity research reports are treated as persuasive, not definitive (confidence floor 0.60, corroboration required). Financial statement data older than 5 years is deprioritized. The system understands that DCF means discounted cash flow, and that NPV, IRR, and WACC are related but distinct concepts.
Industry-Standard
Taxonomies
Organized around real classification systems: GICS sectors, SEC filing types (10-K, 10-Q, 8-K, DEF 14A, S-1, 13F), NAICS codes, and financial industry groups — Investment Banking, Asset Management, Private Equity, Venture Capital, Hedge Funds, Commercial Banking, FP&A, Treasury.
Guardrails Built
for Finance
These agents cannot execute trades, modify financial statements, approve transactions, or delete audit logs. Human review required above $50,000. Multiple valuation methods mandatory before any conclusion. If MNPI is detected, the system immediately escalates to compliance. All analyses carry a 7-year audit retention.
Your Finance Team
10 Specialized Knowledge Workers
Cy Valuation Analysis & Modeling Agent
Institutional-quality valuations across all major methodologies. DCF with WACC/CAPM · Comparable company analysis with size/growth adjustments · Precedent transactions with premium analysis · LBO with return sensitivity · SOTP and NAV.
AI Knowledge Worker
Cy FP&A Research & Reporting Agent
Financial planning, variance analysis, and management reporting. Driver-based budgeting · Rolling forecasts · Volume/price/mix variance decomposition · Flash reports · Board packages.
AI Knowledge Worker
Cy Portfolio Intelligence & Ops Agent
Portfolio performance, risk monitoring, and attribution. Brinson attribution · Factor decomposition · VaR (parametric/historical/Monte Carlo) · Currency overlay · Concentration monitoring.
AI Knowledge Worker
Cy Deal Diligence & Docs Agent
M&A due diligence, QofE, and transaction documentation. EBITDA bridge construction · Data room review · Earnout modeling (Monte Carlo + ASC 805) · Integration planning.
AI Knowledge Worker
Cy Credit Risk & Review Agent
Credit analysis, covenant monitoring, and risk assessment. Internal credit scoring (1–10 scale) · Covenant structuring · Cash flow waterfall · Financial spreads with trend analysis.
AI Knowledge Worker
Cy Treasury Research & Ops Agent
Cash management, liquidity analysis, and treasury operations. Cash position forecasting · Working capital optimization · Bank relationship documentation.
AI Knowledge Worker
Cy Audit Support & Review Agent
Internal audit, control testing, and audit documentation. Audit schedule preparation · Account reconciliation · Management letter tracking · SOX compliance support.
AI Knowledge Worker
Cy Cost Analysis & Ops Agent
Cost allocation, margin analysis, and profitability assessment. Cost allocation studies · Product-line profitability · Expense optimization.
AI Knowledge Worker
Cy Forecast Modeling & Reporting Agent
Revenue/expense projections with scenario planning. Projection models · Sensitivity analyses · Bull/base/bear scenarios · Stress testing.
AI Knowledge Worker
Cy Financial Reporting & Documentation Agent
GAAP-compliant statements and regulatory reporting. Financial statement preparation · MD&A narratives · Board reporting packages · Disclosure management.
AI Knowledge Worker
Specialized for Finance
Round-the-clock financial intelligence. Your AI analysts build models, assess risk, and generate reports—turning complex data into clear, actionable recommendations.