Financial Agents
Autonomous data collection, executive reporting, and continuous KPI monitoring across your financial stack.
Recruit, deploy, and orchestrate Agentic AI departments that replace high-volume manual work across Finance, Operations, Legal, Data, Marketing, and beyond.

Setrix is how leading enterprises turn whole departments into AI-Native operating units. We don't sell a chatbot or a copilot — we build agentic workforces that handle the work end to end.
Setrix recruits and manages agents across every enterprise function. One platform. One governance plane. One mission control.
Autonomous data collection, executive reporting, and continuous KPI monitoring across your financial stack.
Document processing, cross-system orchestration, and internal Q&A that quietly run your back office.
Deep-context customer dialogue that resolves tier-1 and tier-2 issues end to end, with human escalation only when it matters.
Contract drafting, redlining, clause review, and policy operations for legal teams running at enterprise scale.
Advanced ML-driven analysis, anomaly detection, and executive insight production, surfaced to the right stakeholders at the right time.
Strategy generation, content production, and end-to-end campaign execution across owned, earned, and paid channels.
Deep market intelligence, competitive scans, and structured research workflows that act as a always-on research department.
Recruiting operations, onboarding orchestration, and instant employee Q&A across HRIS, policy, and benefits systems.
Pipeline triage, personalized outreach, CRM operations, and deal-intelligence prep, embedded directly in your revenue motion.
Four pillars that make agentic AI deployable at enterprise scale, with the depth procurement, security, and engineering teams expect.
Compose, customize, and version production-grade agents tuned to your exact processes, using your models, your tools, your guardrails.

Coordinate multi-agent workflows with deterministic guardrails, parallel execution, and graceful human-in-the-loop fallback.

Connect agents to your data, systems, and institutional context, without dumping everything into a single index.

Audit trails, policy enforcement, and operational telemetry that pass enterprise procurement on the first try.

Define the role: capabilities, KPIs, tools, escalation paths. We assemble the agent crew to match.
Connect to your stack. Agents go live in days, not quarters — wired into your data, identity, and systems.
Agents collaborate end-to-end. Your team supervises via mission control: traces, costs, quality, and overrides.
Setrix delivers end-to-end AI transformation — from boardroom strategy to live, governed, KPI-owning agents in production. We don't hand you a platform and walk away. We design, build, train, deploy, and operate the agentic workforce with you.
Strategic AI advisory for the C-suite — opportunity mapping, ROI modeling, and a board-ready transformation roadmap.
Reference architectures, agent design, and integration blueprints — engineered to your stack, security model, and scale.
Production-grade agents built and tuned to your processes — every guardrail, tool, and skill defined for your reality.
Enablement programs that upskill your people on agentic operations, governance, and the new shape of AI-native work.
End-to-end deployment into your environment — identity, data, observability, and the operational scaffolding to go live.
We own the outcome. Setrix runs the agentic workforce alongside you — KPI-driven, continuously improving, at enterprise scale.
One team. Full lifecycle. Outcome ownership across consulting, build, deployment, and ongoing operations.
Three real shapes of agentic orchestration — coordinated handoffs, human-in-the-loop checkpoints, and end-to-end resolution.
From raw ledger data to a board-ready close pack — handled by a coordinated agent crew while finance leadership reviews exceptions.
Every contract drafted, reviewed, risk-scored, and routed for sign-off through a fully agentic legal pipeline.
When a high-stakes case lands, three agents collaborate in seconds to resolve it — or escalate with full context.
Most agentic shops want you locked into their models, their cloud, and their service contract. We do the opposite — maximum freedom of action, on the most opinionated platform.
OpenAI, Anthropic, Google, open weights, fine-tunes, or your in-house LLMs. Mix per agent, swap any time.
Run inside your VPC, your tenant, or fully managed by Setrix. Your data never leaves your boundary unless you say so.
Write your own routing, guardrails, and tool policies. No black-box service masquerading as a platform.
Every agent, every run, every artifact is reachable via stable APIs and webhooks. Build with us, not against us.
Representative figures from early enterprise deployments. Your mileage will depend on scope, integrations, and process maturity.
Setrix passes the security questionnaire on the first try. Compliant by design, observable in production, governed across every layer.
Strict tenant boundaries, customer-managed keys, optional VPC and on-prem deploy.
Every agent action, every tool call, every model response — captured, queryable, retained.
Role-based access, SSO via SAML/OIDC, SCIM provisioning, and per-agent permission scoping.
Encryption at rest and in transit. Secrets via your KMS. Zero plaintext credentials anywhere.
Native connectors to the systems your enterprise already runs on — and an open SDK for the systems you built yourself.
…and 100+ more via the open SDK and webhook fabric.
One conversation. We map the highest-leverage department, scope the agent crew, and show you what the first 90 days look like.