ZANUS AI FOR FINANCE — AI WORKFORCE

The analyst who never misses a deadline.

Assign work to the AI the way you assign it to an associate: type, sources, deadline, priority. The morning brief, the quarter-end letters, the DDQ draft — executed on schedule, with citations, under review.

Get started

Private tenant or your own server · unlimited users · SOC-2-aligned deployment path

Assigning AI work with the four-step wizard

Four steps: work type, libraries and records, tags, schedule — the AI takes it from there.

What it does

Work types for a firm

Quarter-end letter, committee memo, DDQ response, meeting summary, prospect research brief: work types molded to your practice, each with default libraries and examples.

Urgent / Overdue / Today

The AI’s workload is managed like the team’s: one-click views show what is urgent, late, today and tomorrow — nothing slips into the quarter-end weekend silently.

An associate’s diligence, on the record

Every work is a full session: reasoning streamed, sources cited, milestones tracked, linked to the household and the calendar.

Tuesday, 6:30 AM: the market brief is on every desk

Set “Daily Morning Brief” once: before the first advisor arrives, the AI compiles overnight developments from your ingested sources against your positions and watch lists, drafts the brief with citations, and files it — the morning meeting starts prepared instead of catching up.

Recurring schedules for daily and quarterly work
Findings cited to your sources and records
Brief in Output before the market opens

Roster of scheduled AI works for the firm

Financial software is sold by the seat and by the module — one bill for the portfolio system, another for the CRM, another for compliance archiving — while advisors still write quarterly letters at 11 PM and DDQs still eat a week per mandate. Zanus AI: the client-facing front office AND the research-and-reporting back office, unlimited users, flat price — in your private tenant or on a server you own.

Questions, answered

Can we supervise mid-work?

Yes — open any session, read the reasoning, redirect it, or stop it. The AI works like staff: visible, accountable, interruptible.

What happens at quarter-end volume?

It does not get tired: two hundred household letters queue the same as twenty. The constraint is your review capacity, not the AI’s.

The analyst who never misses a deadline.

What it does

Tuesday, 6:30 AM: the market brief is on every desk

Questions, answered

See it working on YOUR firm — the demo IS the product.