COGNITIA ENGINEERING, home
[ AI AGENTS / FINANCE TEAMS ]

AI agents for finance teams that show their work.

We build agents and automation for research, documents and reporting. Every figure comes with its source, and a person approves what matters.

Send a brief See a working sample

A written brief is enough. We reply within two business days.

cognitia-agent · scripted demo, synthetic data
[ WHAT WE BUILD ]

Practical agents for the work finance teams repeat every week.

Research with citations

Reads filings, reports and notes, and answers with the source next to each claim.

Document processing

Turns PDFs and scans into spreadsheets or a database, with every value traced to its page.

Routine multi-step workflows

Chains the steps people do by hand, with approval points where a decision belongs to a person.

Reporting and reconciliations

Prepares reports and matches records, and lists every difference it could not explain.

Internal assistants

Answers questions over your own documents, and says when the documents do not contain the answer.

Private setups

Runs on open-source models inside your environment when data cannot leave it.

[ all services → ]

[ CONTROLS ]

Four rules every agent we build follows.

[ TRACEABLE ]

Every figure has a source

Page, line and quote are stored with the value.

[ CHECKED ]

Checks run in code

Quotes and totals are verified by plain code, not by the model.

[ APPROVED ]

A person decides

Anything that matters waits in a review queue.

[ HONEST ]

Limits are stated

Missing data is reported as missing, not guessed.

[ read how we work → ]

[ BUILT FOR FINANCE ]

A wrong figure costs more than a slow one.

Finance teams work with documents that must be right: filings, statements, data rooms, board packs. We design for that. The agent shows where each number came from, code checks what can be checked, and a person approves the result.

  • [ FUND AND PE TEAMS ]Screening teasers and data rooms, with every figure traced to its page.
  • [ RESEARCH FIRMS ]Reading filings and reports, with answers that cite the passage.
  • [ COMPANY FINANCE TEAMS ]Preparing reports and reconciliations, with every difference listed.

The studio is led by someone with nine years in finance, so the workflows start from how analysts actually work.

[ more on finance → ]

[ WORK ]

Two public samples you can open and inspect.

Both run on synthetic or public data. Model replies in the offline demos are scripted.

COGNITIA[ DEMO · SYNTHETIC ]
Deal card from the demo: each figure with its page and quote, marked verified by a code check.
[ SAMPLE · SYNTHETIC DATA ]

PE deal screening agent

Reads a teaser and returns a deal card where each figure carries a page and a checked quote.

[ see sample → ]
COGNITIA[ DEMO · SYNTHETIC ]
Trace sheet from the demo: each statement line with its period, document, page and original label.
[ SAMPLE · SYNTHETIC DATA ]

Financial statement spreading agent

Moves statement lines from a PDF into a workbook and keeps a trace sheet back to the source page.

[ see sample → ]
[ HOW WE WORK ]

From a written brief to a monitored deployment.

[ 01 · BRIEF ]

You describe the process and share examples. A written brief is enough to start.

[ 02 · PROTOTYPE ]

A first version on your sample documents, so you see real output early.

[ 03 · EVALUATION ]

We test against cases you provide and report what passes and what does not.

[ 04 · DEPLOY/MONITOR ]

The agent goes live with logging, and we watch how it behaves.

[ AFTER YOU WRITE ]

What happens after you send a brief.

[ 01 · WE READ ]

We read your description and any example you attach, and reply within two business days.

[ 02 · WE ASK OR PLAN ]

You get our questions, or a short written plan with the scope we would propose. A call is optional.

[ 03 · PROTOTYPE ]

If the plan fits, we build a first version on your sample documents so you can judge real output.

[ CONTACT ]

Have a process in mind? Send us a message.

Send a brief