Finance · Finance

Your financial knowledge. More useful to your AI.

Give your AI the policies, definitions and decisions behind the numbers, with sensitive details prepared for the task.

Agent memory in use

Selected sources: Pilot approval, Jonas’s clarification, Reporting handover

Finance memory

Testing is approved. Live reporting approval is still outstanding.

Customer identifiers excluded

Reporting assistant

Are we ready to start live reporting?

Testing is complete, but live reporting still needs Marta’s approval. Jonas saved that distinction in Cofleet.

Source: Reporting approval status

Reporting status

Tests passed. Keep live reporting on hold until Marta in Operations approves it.

Recalled guidance: Only testing is approved. Marta in Operations still needs to approve live reporting.

Operations owns the final approval.

Fictional content. People review the work.

Use cases for Finance

Review preparation

Prepare a review with the relevant checks, past decisions and escalation rules close at hand.

Reporting context

Draft reports using your team’s definitions and the reasoning behind reporting choices.

Approval tracking

Keep handovers clear about what is approved, what is still open and who makes the next decision.

Keep financial context within its scope.

Share the reasoning an agent needs. Remove identifiers or exclude transaction details, then choose which prepared memory the agent can access.

Explore your controls

Put your finance knowledge to work.

Show us the context your team’s AI is missing.

About Cofleet

Company knowledge, ready for your agents. The foundation for putting AI to work. Built in Stockholm, Sweden.

Operated by Cofleet AB, organisationsnummer 559594-0965, Stockholm, Sweden.

Turn your AI into an expert.

Request a demo.

Shared memory for your organization

Cofleet captures knowledge from company sources and experts, turning decisions and corrections into reusable guidance for existing AI tools. Sources stay linked. You choose what enters Cofleet and what goes into each shared memory, with the option to scrub or anonymize sensitive details.

The team

Markus, Co-Founder and CEO. LinkedIn
Gabriel, Co-Founder and CTO. LinkedIn
Viktor, Co-Founder and VP of Engineering. LinkedIn

Contact markus@cofleet.dev.