Covecta

Covecta is a Finance tool that provides AI Agents for financial services, enhancing productivity and efficiency. It offers search capabilities across web and enterprise data, along with configurable agents for various tasks.

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At a glance

Pricing

Freemium · Enterprise · Custom

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is Covecta?

Covecta offers AI Agents specifically designed for the financial services sector, leveraging 'Seasoned Banker Intelligence' to understand and execute complex financial processes. The platform combines powerful search capabilities across web and enterprise data with automated agents to streamline tasks like acquisition screening, underwriting, and monitoring. Users can configure agents through the Covecta Studio, defining workflows and assigning tasks. It supports various LLMs, including Anthropic, OpenAI, Mistral, and Gemini, and ensures enterprise-grade security with data hosting options. Covecta aims to accelerate growth and efficiency, claiming significant time savings and AUM growth for financial institutions.

Best used for

Ideal for financial institutions and teams who need to automate acquisition screening, streamline underwriting processes, and enhance continuous monitoring. Especially valuable for accelerating growth and efficiency by leveraging AI Agents with deep financial domain expertise.

Common actions

automate financial tasks

analyze financial data

streamline banking processes

manage financial risk

enhance customer acquisition

Capabilities

Key features

AI Agents
Enterprise search
Configurable workflows
Multi-LLM support
Financial analytical mastery
Real-time updates

Target Audience

accountantstartup foundersmall business owner

Integrations

Not yet documented

Pricing & Plans

Freemium · Enterprise · Custom

Not publicly disclosed. Check covecta.io for current pricing.

FAQs

Does Covecta train LLMs with my data?

No, Covecta explicitly states that it does not train any LLMs with your data. Furthermore, it ensures that none of your data is stored within an LLM, prioritizing data privacy and security for its users.

Which LLMs does Covecta support?

Covecta provides access to a range of Large Language Models, allowing customers to choose the most appropriate one for each task. Examples of supported LLMs include Anthropic, OpenAI, Mistral, and Gemini.

Can Covecta integrate with existing technology stacks?

Yes, Covecta is designed to integrate with your existing technology stack. However, many customers report significant time savings, around 70%, even when deploying Covecta as a standalone offering.

What is included in the free trial?

The free trial for Covecta allows up to 2 users for 14 days. It includes unlimited use cases, unlimited prompts and usage, access to a single LLM model, and customer support to help you get started.

Where is my data hosted with Covecta?

Covecta offers flexible data hosting options. Your data can be hosted in the geography or region of your choice, provided that AWS has a data center presence in that location, ensuring data sovereignty.

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