Discover
Surface source-backed answers from filings, macro series, market data, ledgers, emails, and internal files.
Financial services
Future-proof financial work with enterprise AI.
Move from filings, market data, ledgers, and finance files to source-backed research, review packets, and customer-ready drafts inside one controlled OpenTeam workspace.
F
Financial research agent
SEC filings + market context
SEC Filings FRED IBKR
Supercharge the workflows that move financial decisions with OpenTeam
Create
Draft filing briefs, investment memos, close packets, customer updates, and variance explanations for review.
Automate
Run recurring research, reconciliation, and reporting workflows while keeping decisions approval-gated.
Accelerate work across front, middle, and back office teams
Explore how OpenTeam powers source-backed workflows across the financial ecosystem.
Help investment teams move faster
Use OpenTeam agents to accelerate research, uncover critical changes, and strengthen investment theses.
- Perform real-time due diligence on a company and its competitors
- Source official SEC filings and summarize key takeaways
- Draft investment memos from filings, macro data, market data, and Team files
Automate routine finance operations
Streamline customer service operations
Frontier AI workflows built for financial services
Power mission-critical work with connected sources, reusable Team workflows, and review controls.
Research
A workspace for source-backed company, market, and macro research.
Learn more- Official filing summaries with citations
- Market and macro context in one brief
- Review notes for assumptions, risks, and follow-up questions
Reconcile
A controlled path from finance records to reviewable close packets.
Learn more- QBO, payment, statement, and file comparisons
- Exception lists grouped by owner and next action
- Client and vendor drafts held for approval
Govern
Human review and source trails for high-stakes financial work.
Learn more- Role-scoped app access and Team workspaces
- Approval gates for writes, sends, and file changes
- Private deployment options for regulated data boundaries
Same-prompt recency test
Catch stale financial numbers that still look right.
In a same-prompt test, another LLM model summarized Oracle using older 10-Q data instead of the period-end figures already available in the latest 8-K. The answer looked credible on the surface, which is the serious risk in SEC filing summaries and financial reporting workflows.
Failure mode
Older 10-Q figures can be blended into a latest-filing answer and still look official unless the workflow checks filing recency and fiscal period.
Latest filing first
Prioritize the newest 8-K, exhibit, and earnings release before falling back to older 10-Q context.
Period labels stay visible
Keep filing type, filing date, fiscal period, and cited source visible next to material figures.
Mismatch review
Escalate when a plausible number comes from an older period or conflicts with the latest source pack.
Reimagine financial services tasks with secure enterprise AI
When it matters
Workflow
SEC filing review
Summarize material changes, financial highlights, guidance, and unresolved questions.Workflow
Macro briefing
Combine FRED series, market context, and internal assumptions into an editable brief.Workflow
Close exception queue
Turn accounting records and support files into a finance-owner review list.Secure, compliant, and ready for production
Source-linked: Every research brief, close packet, and customer draft can retain links back to filings, records, files, and messages.
Review-gated: External sends, ledger writes, file changes, trading-sensitive recommendations, and customer-facing actions stay behind human approval.
Workspace-scoped: OpenTeam runs work inside the selected Team context with explicit connectors, files, instructions, and reviewer history.
Deployment-aware: Use standard Portal workflows or scope private deployment patterns for institutions with stricter data boundaries.
What finance teams need from AI
OT
Financial teams do not need a generic chatbot. They need work that can point to the filing, ledger entry, source document, or market signal behind every answer.