AI agents that run your financial workflows
Hyperlinear agents work across your systems to run reconciliation, compliance, reporting, and more while your team stays in control of every decision.
An extension of your team that never stops working
Reconciliation
Breaks are inevitable. Manual investigation isn't.
Position, P&L, and trade breaks happen daily across disconnected systems. Your team spends hours tracking down root causes across brokers, administrators, and internal systems.
Agents investigate just like you do.
Hyperlinear agents access the same data your team uses, automatically identifying, classifying, and root-causing breaks as they arrive.
Resolve with confidence, escalate what matters.
High-confidence breaks are resolved automatically. Low-confidence or high-risk exceptions are surfaced for human review with full context and recommended actions.
Regulatory filings
Filings are complex, high-stakes, and time consuming.
Regulatory filings like Form PF, ADV, and 13F require gathering data across systems, interpreting evolving requirements, and meeting strict deadlines. Every cycle involves manual effort and risk.
Agents that understand the regulations.
Hyperlinear agents know the filing requirements, determine which sections apply to your fund, and populate forms by pulling and validating data across your systems.
Review and submit with confidence.
Agents prepare the filing and surface it for your team's review. Every data point is traceable, every decision is documented, and your compliance team stays in control of the final submission.
Built by practitioners. Engineered for financial operations.
Designed for trust, control, and compliance
Built for agents from the ground up
Not bolted onto legacy software. Every layer is designed for autonomous execution with human oversight. The architecture handles long-running, multi-step workflows across systems natively.
Understands financial operations
Agents come with built-in knowledge of financial workflows, data structures, and regulatory requirements. Domain expertise is embedded in the system, not added as an afterthought.
Safe by design
Permissions, guardrails, and approval workflows ensure agents operate within your boundaries. Your team defines what agents can access, what they can do, and when they need human approval.
Continuous evaluation
Agents are continuously monitored and benchmarked against quantitative performance metrics. You always know how well your agents are performing, not just that they're running.
Full auditability
Every action, documented.
Agents log their reasoning, data sources, and actions at every step, creating a complete record of how each workflow was executed.
Understand the why, not just the what.
Traces don't just show what happened. They capture the context and logic behind each decision, so your team can verify outcomes and understand how conclusions were reached.
Audit-ready from day one.
When regulators or auditors ask how a decision was made, the answer is already documented. No scrambling to reconstruct what happened after the fact.
Data-access controls
Your data, your boundaries.
Operational workflows span sensitive trading, investor, and financial data. Agents operate within the access policies your team defines.
Granular permissions at every level.
Control which systems, datasets, and actions each agent can access. Permissions respect your existing security boundaries and role-based policies.
Stay secure while workflows run.
Your team maintains full control over who and what can touch critical data. Agents execute within those boundaries, not around them.
Built-in PII filtering
Sensitive data handled with care.
Financial workflows routinely involve personally identifiable information: investor details, account numbers, communications. Agents need to handle it responsibly.
Automatic detection and filtering.
Agents identify and filter sensitive information before it's processed, ensuring workflows handle only the data required for the task.
Privacy protection built into every workflow.
PII filtering isn't a setting you turn on. It's embedded in every agent interaction, keeping you compliant with data-handling requirements automatically.
