Put AI to work across finance — and prove every action to an examiner.
The A4 Platform runs your books, your risk, and your deals as governed, AI-native software: agents do the reconciliation, matching, and diligence legwork, a named person signs off on anything consequential, and every action lands on a tamper-evident, SHA-256 hash-chained record built to satisfy an auditor, an examiner, and the board.
Put an agent on financial services & investment work — the answer arrives with the governed record behind it.
AI everywhere, impact nowhere — and an examiner about to ask you to prove it.
Nearly every firm is piloting AI, but most pilots stall at the governance line — the work lives in tools that cannot reconcile, the data is fragmented across systems, and when a regulator asks you to reconstruct a decision, the trail is not there.
The work and the proof, on one governed system.
Because accounting, risk, deals, and documents run on one permission model and one tamper-evident record, the AI does the work and the evidence accumulates as it goes — so pilots reach production, and every action has an answer when an examiner asks.
The products this sector leans on first.
The same governed apps as everywhere else — here’s why each one matters to financial services & investment. Start with these; the rest of the platform is already connected.
The financial services & investment workspace, screen by screen.
Not mockups — the actual product surfaces, every record and AI action on one governed system. Click any frame to see it full size.
Banking and cash on one treasury view
Every account, balance, and cash position on a single governed view.
Cash across every account and how it moves month to month sits in one place — and it is the same record the books are built from, not a spreadsheet reconciled after the fact.
A governed double-entry ledger
Every journal entry posts to an always-balanced double-entry general ledger where debits and credits tie out on the record.
Agents do the reconciliation and categorization legwork and a named person signs off, so the ledger stays balanced by construction — and every posting lands on an append-only trail, attributable rather than a number someone could quietly change.
Invoices read and matched on arrival
Each vendor invoice is read on arrival and three-way-matched to the order and the receipt — from receipt to approval on one trail.
The intake reads every bill as it lands and matches it against the purchase order and goods receipt, so the legwork is done for you and a person approves before a payment is scheduled — every cost tied back to what it was actually for.
The deal lifecycle, stage by stage
Your venture and growth deals on a stage-gated pipeline — sourcing, screening, diligence, IC review, and term sheet on one board.
Each deal carries its sector, score, and check size and moves across configurable stages with structured diligence, cap-table, and multi-method valuation behind it — so partners see exactly where every opportunity stands, on the same governed record as the fund behind it.
One inventory for AI and model risk
Every AI system and model your firm runs on a single inventory, each classified by risk and tracked against the obligations you answer to.
A central registry classifies each system into the EU AI Act risk tiers, tracks versioned deployment history, and rolls model, vendor, and privacy exposure into one view — so what spans your models, suppliers, and data is something you can evidence for model-risk management, the EU AI Act, and DORA, not four disconnected spreadsheets.
A simulated AI investment desk
Agents test multi-strategy portfolios against value-at-risk and stress scenarios in a paper-trading account — simulated, never real money.
Orders are placed and executions tracked on resilient, multi-source market data, with every agent bound to a named person and a hard budget — so you can put AI on the desk and watch exactly how it behaves before a single real dollar is ever at stake.
Prove every action to an examiner
Every posting, approval, and AI action lands on a tamper-evident, SHA-256 hash-chained record — alter one entry and the chain breaks.
A field-by-field before-and-after trail records who changed what, when, and from what to what on any financial record — so when a regulator or an examiner asks you to reconstruct a decision, the evidence is already there, captured as the work happened rather than assembled afterward.
Evidence-ready for the frameworks you already answer to.
Financial services runs on the same governed platform — every action on a tamper-evident record, with the controls a regulator, an auditor, and the board expect.
See the platform on your sector’s work.
Bring a real close, a live deal, or your AI inventory, and we'll run it on the platform — every figure tracing to its source, every AI action on the record.