AI Solutions for Finance Teams

WHY BRAINERX LABS

Secure AI for
Finance

Draft memos, reconcile statements, and execute deep financial research with governed agents connected to your systems of record.

✓On-premise or private-VPC deployment
✓Connectors for your ERP, data warehouse, and file stores
✓Human review before anything is posted
✓Templates for reconciliation, memos, and research

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With BrainerX Labs, enterprise teams build and deploy governed AI agents in weeks, not months.

✓SOC 2 Type II, GDPR, and HIPAA compliance
✓On-premise or private-VPC deployment
✓Built-in governance and analytics
✓White-glove support from AI experts

CASE STUDIES

Trusted by Leading
Finance Teams

A private-equity operations team uses BrainerX agents to extract key indicators from portfolio reporting packs and reconcile them against the data warehouse. Month-end close analysis now takes 60% less time.

WORKFLOWS USEDStatement reconciler Memo drafter Filings analyst

60% FASTER MONTH-END ANALYSIS

PLATFORM

The AI Transformation
Platform for Finance

Automate review, retrieval, and action with AI agents that work securely within your enterprise's governance standards.

Agentic Workflows

Go from time-consuming process to working agents in days, not quarters.

✎ Text Input

The basic input node for the flow.

Control: User Access Review. Quarterly review of access rights in the core banking platform to ensure only authorized users retain access. Evidence retained in ServiceNow. Risk: unauthorized system access.

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⌕ Search Files

Search files and documents across SharePoint

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☁ Search Cloud Storage

Search content in cloud object storage

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⛁ Query Warehouse

Query structured data with natural language or SQL

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✦ BrainerX Agent

Agent with tool calling

◈ Claude Sonnet 4.5

KNOWLEDGE BASES

⛁ Add Knowledge Bases

TOOLS

＋

⚲ MCP

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↦ Output

Output the result of nodes as text

TextFormatted⌫ Clear

Detected a likely duplicate control. “User Access Review. Core Banking” overlaps an existing access-review control. Suggested: merge with enterprise recertification (92% confidence).

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Deploy Anywhere

Multi-tenant SaaS, private VPC, or fully on-premise.

☁ Multi-tenant SaaS

▣ Private VPC

⌂ On-premise

Security & Governance

Role-based controls, audit logs, and policy guardrails.

Project	Created by	Interface	Runs ↓	Errors ⇅	Tokens ⇅
Claims Intake	Aa.osei	Form	412	0	812k
Support Copilot	Kk.ivanov	Batch	287	1	1,152k
KYC Review	Dd.whitfield	Form	146	2	298k
RFP Drafter	Mm.deitrich	Form	98	0	84k

Human in the Loop

Human oversight built into critical decision points.

❚❚ Waiting

✉ Send and wait for approval ⋮

Post an interactive message that collects an approve / reject decision.

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BrainerXAPP9:41 AM

Approval needed

Account #C-88412. Access review flagged 3 dormant admin accounts. Recommend revoking privileged access pending recertification.

ApproveReject

Model Agnostic

Deploy the best-performing model for every specific task.

Agent Development Life Cycle

SDLC discipline for the AI era. Versioned, tested, observable.

● v7 ▶ Run Publish ⌄

✦ BrainerX Agent

Agent with tool calling

◈ Claude Sonnet 4.5

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Latest changes NodesEdges

✦ BrainerX Agent llm-0Updated ⇅

− "prompt": "Summarize the attached filing"

+ "prompt": "Extract obligations and deadlines from {{trigger.attachments}}"

Pull request to development:

v6 current

v7 new

Create pull request

White-Glove Delivery

Dedicated AI engineers from first workshop to production.

Y

You

The claims agent is performing well in rollout. Now we want to extend it to underwriting.

BrainerX Team

We'll scope the new workflows and map ownership, access, and review gates first, so scale stays intentional.

B

Y

You

Yes. We want future deployments to be intentional, not chaotic.

BrainerX Team

Exactly. Every rollout stays versioned, tested, and observable as adoption grows.

B

INTEGRATIONS

Bring Agentic AI to
Your Enterprise

With 100+ enterprise integrations, agents built by BrainerX Labs can read, write, and execute tasks inside the systems you already run.

OUR CERTIFICATIONS

Enterprise-Grade Security

Don't just take our word for it. BrainerX Labs is certified to protect sensitive data, no matter the industry or use case.

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY001

ISO 27001

Global excellence in information security management.

GLOBAL002

GDPR

Advanced privacy standards for the protection of personal data.

EUROPE003

HIPAA

Secure, certified handling of sensitive health information.

HEALTHCARE004

CUSTOMERS

Trusted by Leading Enterprises

“BrainerX built AI assistants for our claims division in a matter of weeks. We transformed the intake process ourselves. No army of consultants, no year-long program.”

Amara OseiGEN AI LEAD · MERIDIAN BANK

“The governance, validation, and oversight discipline BrainerX brings is exactly what a highly regulated environment requires. They are a catalyst in our AI growth story.”

Konstantin IvanovVP INFORMATION TECHNOLOGY · HELIX CAPITAL

“Having BrainerX as our platform partner opened the door to agentic AI across every departmental function at a corporate level. The team has been remarkable.”

Dara WhitfieldCHIEF AI & INNOVATION OFFICER · ATLASGRID

“Our users now create enterprise-grade solutions, not just chatbots. It has changed how we approach participant service: faster and smarter.”

Marisol DeitrichSVP OPERATIONS · COREBRIDGE

“We've gone from a bottleneck of experts to a citizen-developer movement, and we're on track to reach $1M in operational savings this year.”

Fabien CrosetCHIEF DATA & AI OFFICER · QUANTA SYSTEMS

“BrainerX built AI assistants for our claims division in a matter of weeks. We transformed the intake process ourselves. No army of consultants, no year-long program.”

Amara OseiGEN AI LEAD · MERIDIAN BANK

“The governance, validation, and oversight discipline BrainerX brings is exactly what a highly regulated environment requires. They are a catalyst in our AI growth story.”

Konstantin IvanovVP INFORMATION TECHNOLOGY · HELIX CAPITAL

“Having BrainerX as our platform partner opened the door to agentic AI across every departmental function at a corporate level. The team has been remarkable.”

Dara WhitfieldCHIEF AI & INNOVATION OFFICER · ATLASGRID

“Our users now create enterprise-grade solutions, not just chatbots. It has changed how we approach participant service: faster and smarter.”

Marisol DeitrichSVP OPERATIONS · COREBRIDGE

“We've gone from a bottleneck of experts to a citizen-developer movement, and we're on track to reach $1M in operational savings this year.”

Fabien CrosetCHIEF DATA & AI OFFICER · QUANTA SYSTEMS

FAQ

Frequently Asked Questions

About AI agents and working with BrainerX Labs.

What exactly are AI agents, and how do they work?+

AI agents are governed workflows that combine language models with your systems. They read documents, query data, call tools, and take actions like drafting, routing, or emailing. Every agent BrainerX builds runs inside guardrails: defined inputs, approval steps, and a full audit log.

Do we need engineers on staff to work with BrainerX Labs?+

No. Our white-glove delivery model means BrainerX engineers design, build, and deploy the agents with you. From the first workshop through production. Your team keeps control through reviews and approvals, not code.

Can agents process unstructured documents like PDFs, scans, and spreadsheets?+

Yes. Agents parse contracts, filings, forms, scans, and spreadsheets, extract the fields that matter, and cross-reference them against your systems of record.

Is BrainerX Labs secure enough for sensitive data?+

Yes. We maintain SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance, and agents can run fully inside your VPC or on-premise so sensitive data never leaves your environment.

How and where is our data stored?+

Wherever you decide: an isolated tenant managed by us, your private cloud, or fully on-premise. Retention, residency, and access policies are configured per engagement.

What support do you provide during onboarding and deployment?+

A dedicated team of AI engineers runs the engagement end to end. Use-case selection, build, evaluation, security review, and rollout. With training so your team can operate and extend the agents.

AI Transformation for
Finance

Reconciliation Agent

Investment Memo Drafter

KPI Extraction Agent

Secure AI for
Finance

Enterprise AI with the fastest time to value.

Trusted by Leading
Finance Teams

10+ AI Agents Transforming
Finance