Your next finance hire isn't a person
Your next finance hire isn't a person. Cosimo is an AI agent that prepares reports, reconciliations and follow-ups using your team's records and procedures. It brings the figures, supporting documents and outstanding questions together for review. For bank loan operations and credit teams, that includes daily loan activity reports, borrower review packages and account-file checks. For fund finance and investor relations teams, it includes investor reports, portfolio updates, capital call and distribution notices, and responses to investor questions. Cosimo also supports reporting and document preparation for insurance and financial services teams. We configure each workflow around your sources, calculations, reporting format and approval requirements. Your team can trace figures to supporting records, resolve discrepancies and decide what goes out. The agreed method is retained for the next reporting cycle. Start with one recurring process. We agree the inputs and review criteria, configure the workflow, and check the result with your team before it enters regular use. Explore the examples at cosimo.work