AI Financial Operations

Mantle AI assistant for cap tables that answers equity questions, drafts grant paperwork, and cleans ownership records

AI underwriting workflow agents for VC, lending, and insurance teams using MCP-connected files, CRMs, and rubrics

MCP and REST interface for letting AI agents operate Papermark data rooms, secure links, document uploads, and analytics

AI-native treasury management platform for cash, liquidity, forecasting, and treasury workflows

AI-agent automation for collections and the full order-to-cash workflow

Connect Claude to time tracking, contracts, invoicing and payments

Manage ad cash flow with spend cards, funding, and agent audits

AI-native finance software for startup accounting, expenses, and cash flow