AI agents for finance firms
Bardo installs production AI agents inside finance and wealth firms that reconcile invoices, answer questions across your private documents, and handle routine client comms — privately, with a person always in the loop on regulated work. Most AI gives you answers; Installed AI does the work, 24/7.
The workflows worth automating first
Invoice & statement reconciliation
An agent that matches invoices, statements, and ledgers and surfaces only the exceptions a human needs to see — without buying or migrating to new AP software.
A private knowledge graph — Homebase
Homebase connects your documents, people, and deals into a knowledge graph — a second brain your team can question in plain language, getting sharper with every file you add and kept private to your firm.
Compliance-aware client comms
Agents that prep meetings, answer routine client questions, and draft compliant follow-ups — so advisors spend time on relationships, not admin.
Answers → Assist → Autopilot
Most teams are stuck asking AI for answers, or nudging a copilot. Installed AI is the top rung: agents that do the work on autopilot.
Answers
ChatGPT, search
You ask, it responds. The work — and the doing — is still entirely yours.
Assist
Copilots, assistants
It drafts and suggests inside your tools. You still operate it, step by step.
Autopilot
Installed AI — Bardo Labs
Agents do the work end to end — built and run for you, 24/7.