AI Workflow Automation for Financial Services
Automate complex workflows with self-hosted AI agents. Purpose-built for regulated industries.
Trusted by Private Equity, Real Estate, and Banks.
Financial Services Workflows.
Discover how leading financial institutions automate their processes with AI agents.
Capital Call Processing
Automated detection, extraction, and booking of capital calls from emails and PDF documents. Reduce manual entries and minimize booking errors.
Fund Reporting Automation
AI agents compile portfolio data, performance metrics, and market commentary into investor-ready reports automatically.
Due Diligence Automation
Streamline document review and data extraction during acquisitions. AI agents analyze contracts, financials, and compliance documents.
See how Lunnoa Automate can transform your workflows.
Everything you need.
In one platform.
AI Agents
Create specialized AI agents in minutes. Define roles, goals, and tools individually. Connect them to internal systems with full audit trails.
Automated Workflows
Automate repetitive tasks and free up your team. Create workflows without programming. Integrate your AI agents seamlessly.
Workspace Management
Maintain control over users, data, and processes. Assign AI agents and workflows to specific workspaces. Clear data access boundaries ensure compliance.
Central Knowledge Base
Supply AI agents and workflows with your data. A vectorized knowledge base provides access to validated content without manual maintenance.
60+ Integrations.
Need a custom integration? No problem.
Built for Regulated Industries.
Security, compliance, and control by design.
Compliant by Design
Meet regulatory requirements with built-in compliance features for FINMA, GDPR, and industry standards.
Full Audit Trails
Every AI action is logged and traceable. Complete transparency for compliance and oversight.
Tailored to Your Processes
Customize workflows to match your exact business processes without writing code.
Data Stays in Switzerland
Self-hosted on-premise or in Swiss data centers. Your data never leaves your control.
Enterprise Access Control
Role-based access control designed for regulated industries. Clear boundaries, full oversight.
Swiss Made
Developed in Switzerland with deep expertise in financial services and regulated industries.
Built for Regulated Industries
Lunnoa Automate was developed specifically for financial services firms that need to automate workflows while maintaining strict compliance and data sovereignty.
We understand FINMA requirements, data residency obligations, and the operational complexity of financial services workflows.
Your Contacts.
Swiss Partner Network. Growing.
"We know how important personal contact is. We are your first point of contact. Happy to chat in Swiss German too."
Depending on your maturity level and identified implications, we connect you with a network of top experts who support you in the implementation, adoption, and sustainable enablement of AI in your organization.
Your Questions, Our Answers.
Find answers to the most common questions about Lunnoa Automate.
Your data stays where you want it. Lunnoa Automate can be operated on-premise, in your private cloud, or in Swiss data centers. You maintain full control over your data and its location at all times.
Lunnoa Automate is designed with Swiss financial regulations in mind. Full audit trails, data sovereignty, and compliance-first architecture ensure you meet FINMA requirements while leveraging AI automation.
Absolutely. Lunnoa Automate is fully self-hosted. Deploy on-premise, in your private cloud, or with any Swiss hosting provider. Your infrastructure, your control.
Lunnoa Automate is LLM-agnostic. You can use various models like GPT-4, Claude, or local open-source models. The choice depends on your requirements for data privacy, performance, and budget.
Yes, full transparency is guaranteed. Every action of your AI agents is logged and traceable in detail. This ensures complete oversight and compliance with regulatory requirements.
Ready to Automate?
See how Lunnoa Automate can transform your financial services workflows. Personal demo, no strings attached.