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AI services for finance

Production AI for financial data.

We help finance and fintech teams get AI into production: the data foundation underneath it, the models and retrieval on top, and the integration into the systems your analysts and ops people already use. Engagements run from a few days of review to building the whole thing.

AI architectureData layerAutomationFinancial modeling
reference architecture
Workflows & Automation
AI Layer
Data Layer
Sources

each layer only as good as the one beneath it

Production Working systems you can put in front of an auditor
Measured Every build ships with an eval set
Embedded Runs inside the tools your team already uses

What we do

Four layers, built in order.

AI in finance breaks when it sits on messy data or stops at a slide. We build the whole stack, from the data up, and prove each layer works before adding the next.

AI Architecture

How the pieces fit together: where retrieval ends and the model begins, what each call costs, how it fails, and how a person checks its work. Designed around the constraints finance imposes, not a generic chatbot template.

  • Retrieval, agents and tool use, scoped to the job
  • Model choice backed by an eval set, not a vendor demo
  • Cost, latency and failure-mode analysis per call

Data Layer

Where most finance-AI projects quietly stall. We get your data point-in-time correct, reconciled and queryable, so retrieval returns the right figure and a backtest is not leaking next week into last month.

  • Pipelines for market, transactional, filing and alt-data feeds
  • Lineage, validation and entity resolution (the same issuer every time)
  • Vector and warehouse stores wired for retrieval

Workflows & Automation

A model behind an API is not a workflow. We connect the output into the tools your team already works in, with a person in the loop where a wrong answer is costly and hands-off automation where it is not.

  • Review and sign-off steps where the stakes are high
  • Integration with your existing systems and APIs
  • Monitoring for drift, cost and silent failure

Financial Modeling

Models for forecasting, valuation, risk and reporting, plus the AI that reads the filings and contracts behind them. Outputs show their working: the source line, the assumption, the date it was true.

  • Forecasting, scenario and risk models
  • Extraction from filings, contracts and statements
  • Analyst copilots and reporting automation

How we engage

From a few days to the whole build.

Start with a short review, or hand over the whole build. Either way you work directly with the people doing it.

Advisory

Consulting & Strategy

A few days

A focused look at what you already have, ending in a straight answer: is this worth building, what will it really take, and where will the data hurt you. Worth doing before you commit a quarter to it.

  • Architecture and data review
  • Feasibility and opportunity read
  • Build-vs-buy and a roadmap
Build popular

Prototype & Pilot

2–6 weeks

A working version on your own data, with an eval set that says how good it actually is. You get something real to judge against your current process, not a scripted demo that breaks on the second question.

  • Working prototype on your data
  • Eval set and baseline metrics
  • A concrete plan to reach production
Deliver

Full Project Delivery

Project-based

Design through to running in production: the data layer, the models, the workflow integration and the unglamorous wiring that usually gets cut first and then sinks the project.

  • Production design and build
  • Integration and deployment
  • Handover, docs and team enablement

Our approach

Data before models.

The same sequence every time: understand the decision, fix the data, prove it on a metric, then put it into the workflow.

See how we work
  1. 01

    Frame the decision

    Start from the decision the system is meant to support and the work around it. Before any code, we agree on the one number that will tell us whether it is working.

  2. 02

    Ground the data

    Fix the data before the model: point-in-time correctness, reconciliation and lineage, so the system is not confidently wrong on its first day.

  3. 03

    Prototype and evaluate

    Build on real data with evaluation from the start. If it cannot beat the current process on the agreed metric, far better to learn that in week three than month six.

  4. 04

    Integrate

    Put it where the work happens. Sign-off where mistakes are expensive, monitoring for drift and cost, and an audit trail that survives a hard question.

  5. 05

    Operate and hand over

    Leave you able to run it without us: documentation, the eval suite, runbooks, and time spent with the people who will own it.

Who we work with

Built for finance & fintech.

Asset & Investment Management

Research and reporting automation, portfolio analytics, document-heavy diligence.

Banking & Lending

Credit and risk workflows, document processing, compliance support.

Fintech & Payments

Data infrastructure, fraud and ops automation, AI features inside the product.

Insurance

Underwriting support, claims triage, extraction from unstructured documents.

Capital Markets

Market and alt-data pipelines, signal research, trade surveillance.

Corporate Finance

FP&A and forecasting automation, analyst tooling.

Why Rexto

How we work.

Demos are easy, quarter-end is hard

Standing up an LLM demo takes an afternoon. The work is the version still correct under audit, at scale, on data it has never seen.

Data before models

The model is a few weeks of work. The data is where a project lives or dies, so that is where we start.

Show the working

In finance, an answer you cannot trace is an answer you cannot use. Every output should carry its sources.

You talk to the builders

You work with the people writing the code, not an account manager relaying it. Small team, direct line.

Tell us what you're trying to build.

A straight conversation about your data, your workflow, and whether AI is the right tool for the job. If it's not, we'll say so.