Finance AI agent: track regulations, sync data & ship reports
Your AI team for financial services — monitoring trades, syncing CRMs, watching regulators, shipping reports. Compliant, 24/7. From €20/mo; less than a Bloomberg seat.
85,000 people using Twin
“$40k of ARR in the first 72 hours after launch. Twin monitors Stripe, syncs to our CRM, and pings the right advisor.”
Ian Karnell
Founder, Vast Advisor
Real production agents Real finance agents. Running today.
Built by finance teams. Ask in plain English — get regulatory briefs, synced records, and reports back, audit-ready.
LP reporting
Build the quarterly LP update from QuickBooks and our deal sheet, and send for review.
Running
ran 6 min ago with 3
tools
LP update drafted — distributions table, 3 deal one-pagers, branded PDF queued for review.
Q3 LP update — draft
For review
QuickBooks
Distributions reconciled · 0 mismatches over $50
Google Docs
LP letter drafted — fund KPIs + 3 deal one-pagers
Gmail
Branded PDF queued — send pending your approval
Regulatory watch
Watch FCA, SEC, MAS, and VARA daily and email me a Sunday brief with action items.
Running
ran 4 min ago with 4
tools
Sunday brief shipped — 2 FCA consultations flagged, MiCA timeline updated, 3 action items.
Regulatory brief — Week 31
Sunday, 12pm
Regulators scanned
4
dailyFCA consultations
2
flagMiCA milestones
1
newVARA updates
1
newAction items
3
+3FCA + SEC + MAS + VARA · emailed Sunday 12 PM
CRM ↔ calls sync
Sync Salesforce contact changes to JustCall and push call recordings back to the matching deal.
Running
ran 12 min ago with 3
tools
84 calls synced — transcripts linked to deals, 2 unmatched numbers flagged for review.
Salesforce ↔ JustCall
Hourly
84 calls synced
recordings + transcripts on deals
132 contacts
pushed to the JustCall dialer
2 unmatched
flagged for manual review
Stripe reconciliation
Reconcile every Stripe payout against QuickBooks daily and DM me mismatches over $50.
Running
ran 8 min ago with 3
tools
Daily run done — 47 payouts reconciled, 1 mismatch of $62 sent to your Slack DMs.
Stripe_QB_Reconciliation
QuickBooks
Payout #8841 — $12,400
matched · invoice 2231
Payout #8842 — $9,860
matched · invoice 2232
Payout #8843 — $4,212
mismatch +$62 · DM sent
Payout #8844 — $7,731
matched · invoice 2234
Payout #8845 — $3,108
matched · invoice 2235
LP reporting
Build the quarterly LP update from QuickBooks and our deal sheet, and send for review.
Running
ran 6 min ago with 3
tools
LP update drafted — distributions table, 3 deal one-pagers, branded PDF queued for review.
Q3 LP update — draft
For review
QuickBooks
Distributions reconciled · 0 mismatches over $50
Google Docs
LP letter drafted — fund KPIs + 3 deal one-pagers
Gmail
Branded PDF queued — send pending your approval
Regulatory watch
Watch FCA, SEC, MAS, and VARA daily and email me a Sunday brief with action items.
Running
ran 4 min ago with 4
tools
Sunday brief shipped — 2 FCA consultations flagged, MiCA timeline updated, 3 action items.
Regulatory brief — Week 31
Sunday, 12pm
Regulators scanned
4
dailyFCA consultations
2
flagMiCA milestones
1
newVARA updates
1
newAction items
3
+3FCA + SEC + MAS + VARA · emailed Sunday 12 PM
Integrations Twin connects to everything.
250+ services. Brief once in chat — Twin syncs your deal stack, watches regulators, and ships reports. If an API exists we use it; if not, we drive the browser.
No API keys. No setup. We handle everything.
How it works Plug-and-play. Live in 15 seconds.
No nodes, no triggers to wire. Describe the workflow the way you'd brief an analyst.
Every Monday I lose half a day pulling call recordings into Salesforce and checking three regulators for changes. Sync JustCall to our deals hourly and send me a Sunday regulatory brief with action items.
Explain the goal
What you want to ship and what's blocking you. Twin asks the right questions back.
Slack Email Scanner 
B2B Prospect Hunter 
Prospect List Builder 
Niche Content Composer 
Visual Storyteller Twin builds the agent
No specs, no workflows, no code. It handles the details you didn't think of.
Worked for 3m38s
Reading deal fields and owners from Salesforce
Syncing 84 JustCall recordings to matching deals
Linking transcripts and logging touchpoints
Scanning FCA, SEC, MAS, and VARA for updates
Flagging 2 consultations with response deadlines
Reconciling yesterday's Stripe payouts in QuickBooks
Drafting the Sunday brief with action items
Logging every step to the audit trail
It runs autonomously
On a schedule, a webhook, a Slack message, an incoming client email — whenever it should.
Features Every finance job. Running itself.
Regulatory tracking, CRM sync, reconciliation, reporting — the analyst work that eats your week, handled on schedule.
Regulatory tracking
FCA, MiCA, VARA, IOSCO — weekly briefs with action items, deadlines flagged before compliance asks.
Any CRM
Salesforce, HubSpot, Surge HQ, MP360, Pipedrive — synced both directions, hourly, without an admin.
Trade alerts
Watches markets, alerts on your thresholds, and logs every trigger to a daily P&L sheet.
Deal intelligence
Scores every new deal against your ICP and routes hot ones to the right partner's phone.
Loan & policy ops
Parses submission emails, writes to MP360 and Salesforce, flags deals stuck over 14 days.
LP & investor reports
Quarterly fund updates, deal one-pagers, branded PDFs — drafted from QuickBooks and your tracker.
Compliance audit trail
Logs every action, KYC check, and signed doc — exportable the moment the auditor asks.
Multi-channel outreach
Email, SMS, JustCall, Dialpad — compliant cadences that stop the moment a lead replies.
Triggers & schedules
Daily briefings, on-trade hooks, on-deal-close webhooks — or simply on schedule.
— rated 4.8/5 by 200+ happy customers
Salesforce Flow wires triggers. Twin works the deal.
Salesforce Flow needs an admin to wire every trigger and field. Twin reads what an advisor actually wants, drafts the follow-up, books the meeting, and updates the deal — without a Trailhead cert.
Salesforce Flow
Twin
Sync JustCall recordings to Salesforce deals hourly and send me a Sunday regulatory brief for FCA, MiCA, and VARA.
Twin 11:24 AM
On it — 84 calls synced with transcripts linked, three regulators watched, Sunday brief scheduled with action items.
One brief covers sync, monitoring, and reporting
Every action logged to a compliant audit trail
Tells you what it will cost before it runs
3 regulators → 1 brief
Mismatches over $50 DM'd to you. Audit trail exporting nightly.
Customer stories Real desks. Real deals. Running every day.
From wealth-advisor platforms to mortgage brokerages, prop trading shops to private credit funds — finance teams are replacing Bloomberg add-ons, analyst hires, and SaaS stacks with a single conversation.
85,000 people using Twin
Ian Karnell
Founder
$40k of ARR in the first 72 hours after launch. Twin monitors Stripe, syncs to our CRM, and pings the right advisor with a draft welcome email.
Twin handles regulatory tracking across VARA, MiCA, FCA — three jurisdictions, weekly briefings, action items pre-flagged. We replaced a paid newsletter and a research analyst.
He threw curveballs at the system, couldn't break it — and called it the best deal-flow tool he'd seen. We replaced two analysts and a $4k/mo CRM stack.
I spent two hours on a Friday afternoon — the next Friday, the weekly run came through automatically. It worked exactly as expected for our weekly LP report.
Simple pricing.
Less than a Bloomberg seat. Runs 24/7. No onboarding. No PTO. One closed deal covers years of Twin.
FAQ
Finance AI agent FAQ
What finance teams ask before putting Twin on analyst work.
What can AI agents do for finance teams?
Twin agents monitor regulators such as the FCA, MiCA, and VARA daily, sync call recordings into Salesforce, process loan submissions, and build LP reports from QuickBooks and Notion. The repetitive analyst work runs on schedule instead of on someone's evening.
Is Twin safe to use with financial data?
You control exactly which systems each agent can access, and you can require approval before any sensitive action. Every run is logged, so compliance can trace what the agent did, when, and with which data.
Which finance tools does it integrate with?
Salesforce, QuickBooks, Notion, JustCall, and the rest of your stack. Twin writes integrations from a plain-English description and its browser agent covers portals and internal systems without an API.
How much do finance AI agents cost?
Plans start at 20 euros per month. Teams typically automate regulatory monitoring or reporting first, replacing work that would otherwise justify an analyst hire.
Go further with Twin
Pair finance AI agents with the use cases and solutions finance teams run alongside them.
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Ready to run finance ops on autopilot?
Join 60,000+ businesses using Twin to track regulators, sync the deal stack, and ship reports without analyst hires.