Agentizing revenue lifecycle management with ex-Corient and Mckinsey operators
Governed AI agents for the back office
Boagent helps financial operations teams adopt AI agents to unlock their full potential. Deterministic flows orchestrate work across systems. Agents monitor automations and complete tasks with your oversight.
Make room for the work
that makes us human.
Trust starts with commitment and compounds with our clients' success.
We combine advanced agent foundations, dedicated operations tooling, and expert deployment to transform financial operations.
Meet Boagent
A workspace for your agents, not you.
Dedicated operations tools
Data viewer synced with your systems
Instruct agents directly in Boagent or via email, Teams, or Slack
Context and knowledge engine, agent policy management, and approvals built for financial operations.
Agents that change how you work must understand what you do
For investment operations
For revenue and client operations
For investment operations
Agents operate on a unified cash and positions layer that investigates, resolves, and reports your investment operations to unlock liquidity and accelerate reporting at any scale.
One investment picture verified daily in 0 hours.
Cash, trades and positions are reconciled and cross-referenced across your providers and internal systems, giving your team one trusted picture before the day’s decisions.
Capital ready for what comes next.
A connected view of cash, margin and collateral gives treasury more time to plan funding and fewer surprises when obligations come due.
P&L clarity for everyone counting on it.
Management, investors and oversight teams receive a consistent view of the business, without repeated preparation and a clear trail back to the numbers.
Reports over email with hands-free follow ups.
Agents turn messy sources into clear reports, deliver them over email or Teams, and answer follow-ups automatically. Your team stays focused on tougher challenges and strategy.
A close that's just approval.
Continuous investigation and resolution means fewer surprises and confidence when the books close. Done and ready for your approval.
Standardize decisions with policies
Policies based on your SOPs and organizational decision making implement rules that can't be predetermined in your workflow.
Audit compliance embedded in code.
Agent actions tracked whether from workflows or direct requests. Your approvals logged for compliance for any regime.
For revenue and client operations
Agents transform revenue and client operations into a single operating system unlocking your business's value today and enabling your operations to support new revenue tomorrow.
Unified revenue manager cuts inaccurate and aged invoices.
From fee expectations to cash received, a clearer revenue picture helps your firm protect what it earns from incorrect fee calculations and aged custodial billing.
Stay ahead of client commitments.
Capital calls and upcoming obligations stay connected to client context, giving advisors more time to coordinate funding decisions and fewer last-minute surprises.
Clear cross-portfolio and cross-asset views unlock tax opportunity.
Private market statements, detailed public transactions and alternative income belong in the same client picture to unlock better accounting and drive client value, even with legacy sources.
More room for the relationships that matter.
Reliable holdings, income and cost-basis records support faster client answers and less administrative calls, unlocking the capacity for relationships that grow the firm.
A new kind of teammateYou bring the judgment.
You bring the judgment.
Boagent brings the
follow-through.
Your agent gathers the inputs, does the work and keeps the next step moving. When it needs a decision, it brings you the context. When you’re ready, it picks up from there.
Explore what makes it possible