Back Office Agent

Boagent helps financial service organizations fully automate back office operations and reporting with AI.

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It cleans your data.
It finds mistakes.
It explains your mismatches.

Boagent is a proprietary AI chatbot built on a self-managing database and connected to the most sophisticated match engine in the world. Without sacrificing security, compliance, and transparency, Boagent can process data on your schedule, resolve breaks, and build industry-specific reports for your firm.

We asked operations leaders what percentage of their team's time goes to manual reconciliation and break resolution.

60-95%

The answers ranged from 60% to 95%. Whatever your number is, that's wasted resources and margin you don't have to leave behind.

The back office still runs on spreadsheets.

Confirming transactions. Reconciling cash and position accounts. Calculating NAV. Preparing reports for investors and regulators. Resolving the breaks that arise throughout these processes.

These tasks haven't changed. But the tools finally have.

Three tasks, one platform

Prepare. Reconcile. Report.

Data preparation

Merge, normalize, and transform raw data from any source into consistent, reconciliation-ready formats.

Exception identification

Our match engine surfaces discrepancies with context, so you understand not just what broke, but why.

Reporting

Generate audit-ready reports for internal review, investor communications, and regulatory compliance.

Our product →

Purpose-built agents

Four agents, built for finance.

Each agent is designed for a specific context within your operations workflow, with the domain knowledge to understand hedge fund operations from day one.