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 banksAI agent for financial operations
Cosimo gives your team more capacity by taking on recurring reports, reconciliations and follow-ups. It works from your records and procedures, prepares the output in your format, and keeps the agreed method for the next run. Your team handles exceptions and sign-off.
Your request
“Prepare the morning loan review.
Show me what needs attention.”
Cosimo assembles the activity and checks it against your records.
Morning loan review
Cabini Bank · Review prepared October 21, 2026
- Payments and advances summarized
- Balance reconciliation and open questions
- Supporting records for your team
Built for the work
your team already does.
A daily loan review, a quarterly investor report or a renewal file can consume substantial preparation time before anyone can make a decision. Choose your sector to see the work Cosimo can take on.
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 / Administrators & Advisers
Move the client work along.
For administrators, accountants, and advisers: prepare client reports, check document packages, and draft requests for outstanding information.
Cosimo for administrators & advisersThe same approach.
A fund’s investor report.
The bank example begins with loan activity. Here, the same approach brings portfolio accounts and company updates into an investor report. Open the fictional fund’s records, trace a figure and inspect the prepared report in Cosimo.Explore fund reporting
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.
More capacity
for the work ahead.
Before a report reaches its reviewer, someone has to collect the records, check the figures and assemble the result. Cosimo takes on those agreed steps, giving your team more time for exceptions, decisions and client work.
Bring the records through the checks.
Use the files and updates your team already receives. Cosimo brings them together, applies the agreed calculations and identifies missing information or conflicting figures.
“Prepare the morning review from today’s export.”
Get the output your team needs.
Cosimo prepares the report, worksheet or follow-up in your format, with supporting records and open questions together for the person responsible.
“Show me the result and what still needs attention.”
Keep the method for next time.
The agreed sources, checks and reporting format are saved as a process. Use it with the next set of records and update it when your requirements change.
“Use the agreed process for the next reporting period.”
Your procedures.
Your team in control.
We configure the first process with the people who do the work today. Your records, calculations, output and review requirements define what Cosimo takes on.
Agree the work.
Identify the source records, checks and useful output. Start with a recurring job and a result your team can assess.
Use your established format.
Keep the headings, tables and terminology your team expects. Save the agreed method for the next run.
Keep the evidence with the result.
Trace figures to supporting records and see where information is missing or inconsistent. Your team resolves the questions that need judgment.
Keep approvals with your team.
Your team approves the final work. Supported actions through connected accounts follow the permissions and approval requirements agreed for the 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 which part takes the most time. We’ll identify one process, agree a useful output and outline how to evaluate the work left for your team.
Tell us about your toughest processA few sentences are enough to start. No client records needed.
Or email info@medici.ai directly.