01 / Banks
Get to the exceptions.
Prepare daily loan activity reports, borrower review packages, and account-file checks. Put discrepancies and missing records in front of the person who can resolve them.
Cosimo for banksReports. Checks. Follow-ups.
Cosimo prepares the reports, reconciliations, and follow-ups that take up your team’s day. Trace figures to supporting records, resolve exceptions, and review the draft in your own format.
Your request
“Prepare the morning loan review.
Show me what needs attention.”
Cosimo drafts it from your records.
Morning loan review
Cabini Bank · Review prepared October 21, 2026
- $650k in advances · Activity summarized
- $100k difference to reconcile
- 2 items for review · Supporting sources
Built for the work
your team already does.
A daily loan review. A quarterly investor report. A renewal file. Choose your sector to see where Cosimo fits into the work your team already does.
02 / Funds
Keep investors informed.
Turn portfolio accounts and manager updates into investor reports, statements, notices, and replies, using your fund’s established format.
Cosimo for funds03 / Insurance
Get the file ready for review.
Assemble renewal files, check submissions, and summarize claims correspondence, with missing documents and conflicting details clearly identified.
Cosimo for insurance04 / Financial Services
Move the client work along.
For administrators, accountants, and advisers: prepare client reports, check document packages, and draft requests for outstanding information.
Cosimo for financial servicesFrom source records
to a report you can review.
See how the work comes together in Cosimo: open the portfolio records, inspect a figure, and read a draft investor report. This example uses a fictional private equity fund.
01 / 03
Your portfolio, in Cosimo.
Expand a company or click a figure to inspect its supporting records. Six companies, with LTM figures through September 30 in USD millions. The report uses their Q3 accounts.
Explore the actual interface: expand a company, click a figure, or play the walkthrough. On a small screen, scroll across to see the full workspace.
Explore the example records
Interactive product preview with fictional records. The walkthrough shows a prepared reporting example; it does not process live data.
From scattered records
to work you can use.
Cosimo is an AI agent configured around your records, procedures, and expected output. Start with a recurring task and a clear definition of what a good result looks like.
Bring the records together.
Use the spreadsheets, documents, and updates your team already receives. Keep the supporting records with the work.
“Pull together what we need for this review.”
Work through the checks.
Apply the agreed calculations and review steps. Identify missing information and conflicting figures for your team to resolve.
“Show me what changed and what needs attention.”
Prepare the next step.
Prepare the report, worksheet, or response in your format. Keep the unresolved questions visible so your team can complete the review.
“Get the report and follow-ups ready for review.”
Your team has a way
of doing things.
Start there.
Cosimo is configured with your team. Start with one recurring task, your records, and the format you already use.
Build on your team’s existing work.
Start with the records your systems and colleagues already produce. Agree the inputs, the checks, and what a useful result looks like.
Keep the format your team knows.
Your existing report gives us the starting point: the headings, tables, terminology, and detail your team expects.
Make the work easy to check.
Review the draft alongside its supporting records. Trace the figures to their sources and see which information is missing or inconsistent.
Your team decides what goes out.
Agree who reviews the work and what they approve. Start with a draft, make the necessary changes, then send it through your usual process.
Start with one process.
Which report or review
takes too much of your week?
Tell us what your team prepares, where the records come from, and what takes the most time. We’ll assess the fit and outline a first workflow: the inputs, the output, and how your team would review it.
Discuss your workflowA few sentences are enough to start. No client records needed.
Or email info@medici.ai directly.