10 Finance Agents · Ready to Deploy

Institutional finance
intelligence, automated

EFS Axis deploys 10 purpose-built agents across the full investment lifecycle. Close faster. Diligence deeper. Report with precision — for PE funds, family offices, asset managers, hedge funds, and banks.

Explore All 10 Agents Integration Guide →
10
Finance Agents
60s
GL Reconciliation
3
Core Connectors
5→2
Close Days Reduced

10 problems.
10 agents.

Each agent targets a specific workflow. Click any agent to see what it does, how it processes data, and what changes when you deploy it.

End-to-end
deployment map

The agents are most powerful when sequenced across the full investment lifecycle. Five stages. All firm types.

3 connectors that
make it all work

Every agent runs on manually uploaded files. The firms that get compounding value connect agents directly to their live data.

Connector 01
ERP Integration
The most valuable connector in the stack. Gives the GL Reconciler, Month-End Close, Statement Auditor, Meeting Preparer, and Valuation Reviewer direct access to live financial data without any manual export step.
NetSuiteSAPQuickBooksSage IntacctDynamicsXeroGenevaAladdin
Connector 02
Document Repository
Connects the Earnings Reviewer, Valuation Reviewer, and KYC Screener directly to wherever deal or client documents live. As documents are uploaded, agents process them immediately without manual routing.
AnsaradaIntralinksDatasiteBoxSharePointDropboxiManage
Connector 03
GL Export
For any entity where full ERP API access is not yet configured. A scheduled GL export gives reconciliation and audit agents enough to run. Most ERPs auto-export on schedule — the agent picks up the file automatically.
CSV / ExcelPDFSFTPEmail attachGoogle Drive

How to deploy
EFS Axis in your stack

EFS Axis runs under your brand. Your clients interact with your interface. The intelligence engine operates entirely in the background.

Simple pricing.
Deploy today.

All tiers include access to all 10 agents. Scale by entities, volume, and support level.

Starter
$2,400/yr
For single-fund firms and family offices getting started.
  • All 10 agents
  • Up to 3 entities
  • GL export connector
  • Email support
  • White-label branding
Get Started
Enterprise
Custom
For banks, multi-strategy platforms, and large asset managers.
  • Unlimited entities
  • All 3 connectors + custom
  • Dedicated implementation
  • SLA + compliance docs
  • SSO + audit trail export
  • Custom agent workflows
Contact Sales

Ready to deploy
all 10 agents?

Join PE funds, family offices, and asset managers already running EFS Axis across their portfolios.

Book a Demo Explore Agents First