PitCrew provides an agentic AI platform that automates back‑office workflows for financial services firms, connecting to over 40 systems to reconcile data, review documents, extract structured information, validate fees, onboard entities, generate reports, and monitor data drift. The AI agents produce audit‑ready exception reports and evidence logs, which human reviewers approve before any changes are applied, reducing manual effort, errors, and regulatory risk.
Funding
Funding not disclosed
Founders
Product
Problem
Financial services firms spend excessive time and incur risk by manually reconciling data across multiple systems, reviewing documents by memory, extracting data from PDFs, validating complex fee schedules, onboarding entities, generating reports, monitoring data drift, and responding to inquiries. These manual, siloed processes lead to errors, delays, regulatory exposure, and revenue leakage.
Solution
PitCrew offers an agentic AI platform that automates the core back‑office workflows of financial services firms. By connecting to over 40 existing systems via API, the platform runs AI‑driven agents that reconcile cross‑system records, review documents against policies, extract structured data from unstructured files, validate fees, onboard entities, generate bulk reports, continuously monitor drift, and assemble response packages for audits or investor inquiries. Each skill produces a clean exception or evidence report that is logged for auditability, while human reviewers approve the output before any changes are written back, ensuring compliance and control.
Target Audience
Primary customers are mid‑size to large financial services firms—including asset managers, wealth management boutiques, custodians, and fund administrators—that need to automate back‑office data, compliance and reporting workflows across multiple legacy systems.
Features
- Reconcile Data: pulls records from CRM, custodian, portfolio and billing platforms, normalizes fields, auto‑resolves formatting differences, and delivers full‑population exception reports.
- Review Documents: ingests contracts, marketing materials, investor letters, and disclosures; checks them against firm‑specific policies and regulations; flags violations with citations and audit‑ready reports.
- Extract Data: reads PDFs, scans, Excel and email attachments; identifies key fields, assigns confidence scores, and outputs structured data with source traceability.
- Validate Fees: loads fee schedules, agreements and waivers; recalculates expected charges; flags billing discrepancies with dollar impact and root‑cause explanations.
- Onboard Entities: automates document collection, identity/KYC checks, sanctions screening, and provisioning of records across all connected systems, producing a complete onboarding audit trail.
- Generate Reports: assembles performance, investor, regulatory, fee and audit reports from multiple data sources, applies custom templates, validates cross‑section totals, and delivers PDFs or portal uploads at scale.
- Monitor Drift: continuously watches connected systems for data, configuration or policy threshold changes; alerts in real time and logs before/after values for continuous audit.
- Respond to Inquiries: classifies auditor, regulator or investor requests, pulls required data, assembles response packages, and logs evidence lineage for each request.
- 40+ pre‑built integrations with CRM, custodians, portfolio, accounting, document management, data feeds, email and cloud storage; custom API connections available.
- SOC 2 Type II compliance, zero data retention, and AWS‑hosted infrastructure for security and reliability.