Sold by: Acuity Analytics
Agentic AI platform purpose-built for financial services, automating complex workflows with governance, auditability, and human oversight.
Overview
Agent Fleet by Acuity Analytics - Agentic AI for Financial Services
Agent Fleet by Acuity Analytics is a purpose-built Agentic AI workflow execution platform designed specifically for Financial Services organizations, including Investment Banking, Commercial Lending, Sell-Side Research, Asset Management, and Private Markets.
The platform combines specialized AI agents, workflow orchestration, trusted financial data, and financial domain expertise to automate and accelerate complex financial workflows - all while maintaining governance, auditability, and human oversight. Unlike generic AI tools, these agents are trained on financial workflows, operate within strict guardrails, and deliver outputs in structured formats including Word, Excel, and PowerPoint.
Key Capabilities
- Unified Platform: A single platform supporting Investment Banking, Commercial Lending, Sell-Side Research, Asset Management, and Private Markets workflows from one environment.
- End-to-End Workflow Automation: Executes entire tasks from data sourcing to analysis, validation, and presentation generation using intelligent agents.
- 100+ Prebuilt Agents and Workflows: Prebuilt workflows created by financial services domain experts, enabling rapid time-to-value without lengthy configuration cycles.
- Model-Agnostic Architecture: Choose from multiple leading LLMs without vendor lock-in, giving your organization flexibility as the AI landscape evolves.
- Financial Data Model: Combines trusted external data sources (such as Capital IQ, PitchBook, Bloomberg, and web intelligence) with internal enterprise knowledge. Access to third-party data sources is subject to client licensing and entitlements.
- Spreadsheet Module: Create, update, and analyze financial models using natural language commands.
- Deep Data Extraction Agents: Domain-trained AI agents extract and map KPIs from complex financial document types.
- Intelligrid: Structured analysis and screening for transactions, targets, buyers, people, benchmarking, and entity discovery.
- REACH Acuity: Human-in-the-loop validation and expert augmentation for quality assurance on critical outputs.
- Smart Suite: Ready-to-deploy solutions including Covenant Monitoring, Portfolio Monitoring, RFP Automation, Tombstone Creation, and Financial Spreading.
Why Agent Fleet by Acuity Analytics?
Accelerate Financial Workflow Execution Move from isolated AI experiments to enterprise-scale workflow execution. Automate complex, multi-step financial processes that previously required extensive manual effort, freeing your teams to focus on higher-value analysis and decision-making.
Financial Services Domain-Led AI Purpose-built by financial services experts, not adapted from generic AI tools. Every agent and workflow reflects deep domain knowledge of financial services operations, ensuring accuracy and relevance across use cases.
Enterprise-Ready Governance and Flexibility Every deployment is fully auditable, enabling complete transparency across all automated workflows. The platform integrates with existing automation tools and platforms for non-disruptive deployment into your current technology environment.
Deployment Options
Agent Fleet offers flexible engagement models to match your organization's needs:
- Platform Only - Deploy the platform within your environment with full self-service access.
- Fully Managed Outcome-Based Delivery - Acuity manages end-to-end workflow execution on your behalf.
- Platform plus Expert Validation - Combine platform capabilities with REACH Acuity human expert review for quality-critical workflows.
The platform can also be customized to fit your environment or built bespoke to meet unique organizational requirements.
Implementation Support
Acuity provides a dedicated deployment practice to ensure successful adoption, covering:
-
Workflow Discovery and Assessment
-
Custom Workflow Configuration
-
Governance and Controls Configuration
-
User Training
Get started with Agent Fleet to transform how your financial services teams execute complex workflows with the speed of AI and the rigor your organization demands.
Highlights
- Purpose-Built for Financial Services: Agent Fleet delivers 100+ prebuilt agents and workflows created by financial domain experts for Investment Banking, Commercial Lending, Sell-Side Research, Asset Management, and Private Markets. Unlike generic AI tools, every agent is trained on financial workflows, operates within strict guardrails, and produces structured outputs in Word, Excel, and PowerPoint formats.
- End-to-End Workflow Automation with Trusted Data: Execute entire financial processes from data sourcing through analysis, validation, and presentation using intelligent agents. The platform integrates trusted external data sources such as Capital IQ, PitchBook, and Bloomberg alongside internal enterprise knowledge, with a Spreadsheet Module for building and analyzing financial models using natural language.
- Enterprise-Ready Governance and Flexible Deployment: Every workflow execution is fully auditable, enabling complete transparency and human-in-the-loop validation through REACH Acuity. Deploy as Platform Only, Fully Managed Outcome-Based Delivery, or Platform plus Expert Validation. The model-agnostic architecture supports multiple leading LLMs without vendor lock-in and integrates with existing automation tools.
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Agent Fleet AWS MarketPlace | Agent Fleet allocated Users for clients | $1,300.00 |
Dimensions summary
This listing uses a contract pricing model with a single dimension based on allocated Users. You pay for the number of Users you provision for your firm. Pricing scales directly with that user count, so adding more Users raises your total commitment. There are no separate tiers, instance sizes, or usage add-ons to choose from. Agent Fleet applies AI agents to financial services workflows, and your allocated Users determine how many people can access the platform under your contract.
Top-of-mind questions for buyers
A User is an allocated person from your firm who can access Agent Fleet. You pay for the count of Users you provision under your contract. Each individual granted access consumes one allocation. The platform executes financial services workflows for those Users, such as research and document processing.
Cost scales directly with the number of allocated Users. Adding Users raises your total commitment; the price applies per User. There are no separate tiers or usage add-ons, so your bill tracks the User count you provision rather than workflow volume or data processed.
Agent Fleet embeds a human-in-the-loop review layer. Trained analysts validate outputs for accuracy in regulated and client-facing use cases. This governance, including audit trails and output controls, is part of the platform your allocated Users access, not a separately billed dimension.
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Vendor refund policy
All fees are non-refundable except in cases of Vendor material breach of the Agreement, failure to provide the Services, or termination by Customer due to prolonged SLA failure, in which case Customer shall receive a pro-rated refund of prepaid fees for the unused subscription period
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Acuity Analytics provides dedicated support for Agent Fleet customers.
Contact Support
Email: help.agentfleet@acuityanalytics.com
Implementation Support
Every Agent Fleet deployment includes structured implementation assistance to ensure successful adoption. The dedicated deployment practice covers:
- Workflow Discovery and Assessment - Identify and prioritize financial workflows for automation
- Custom Workflow Configuration - Tailor agents and workflows to your organization's specific requirements
- Governance and Controls Configuration - Establish audit trails, guardrails, and compliance controls
- User Training - Hands-on training to ensure your teams can effectively leverage the platform
Engagement Models
Agent Fleet offers flexible engagement options to match your organization's needs:
- Platform Only - Self-service access to the full Agent Fleet platform and prebuilt workflows
- Fully Managed Outcome-Based Delivery - Acuity manages end-to-end workflow execution and delivers defined outcomes
- Platform + Expert Validation - Combines platform access with REACH Acuity human expert review for quality assurance
The platform can also be customized to fit your existing environment or built bespoke to meet unique organizational requirements.
For questions about implementation, troubleshooting, or engagement options, contact the support team at <help.agentfleet@acuityanalytics.com>.AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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