Agentic Data Infrastructure for

AI Agents powering risks, compliance, research in finance, fintech e-commerce, and crypto.

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Built by team from Snowflake, Meta, and Google. Trusted by leading organizations
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Empowering Mission Critical Flows.
Agentic Risk Data Collection

Industries
E-commerce
Buy Now Pay Later
Business Loan

Trusted by Fortune 500 e-commerce, Top BNPL Eng Teams

AI Agents to collect high quality risk data from various unstructured sources about sellers, products.

Reduce credit risk, fraud risk and compliance risk.

Agentic Market Data Collection

Industries
Financial Data Provider
Private Equity & VC 
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Trusted by 10B+ AUM PE

Scan the websites, product offering, prices, geographic location, and competitors with a simple task description.

Agentic Compliance Rule Extraction

Industries
Custodian Bank
Asset Management

Trusted by Fortune 500 Custodian Bank

Identifies, evaluates and deduplicates natural language compliance terms from thousands of 200-page+ fund documents with 95%+ recall.

Agentic Document Extraction

Industries
Energy
Manufacturing
Chemical

Trusted by Fortune 500 Energy

Segments, extracts and evaluates the engineering data tables from 300-page+ R&D documents with 95%+ accuracy.

Build datasets
Agent Gaia - AI that builds a workflow in minutes
  • Understands your task description, clarify with you and take your data
  • Automatically picks the right AI agents and insert in the prompt
  • Automatically builds the workflow and test it until it works.
Worker AI Agents Foundry
  • A catalogue of worker AI agents designed to handle complex documents, websites and 3rd party unstructured data sources like Google, Twitter and more.
  • Worker AI Agents can be evaluated and tuned by Gaia, a human, given the source of truth data.
  • Worker AI Agents can plug into blob storage, Snowflake, sharepoint, Google Drive and external websites from internet.
Access to Any Online Data Anytime
  • Social Media, BBB, Trustpilot, Google Maps
  • Local laws enforcement policies
  • Homepage and its subpages
Customizable and deployable workflows
  • Customize your own prompt and choose your own model
  • Choose to run the workflow daily, weekly or at your preference
  • Query the workflow with SQL API, REST API
Business units are relying on a large number of long, complex documents
  • Assess risk in a complex commercial financing situation
  • Assess compliance rules based on the fund prospectus
  • Benchmark peer rate changes based on insurance fillings
  • Benchmark non-GAAP metrics in SEC documents
Any data
Agentic ontology building & analytics
Investment Compliance Analytics
Insurance Competitive Analytics
Merchant Compliance Analytics
Loss Data Analytics
DocumentMetadataRisk SummaryCompliance Rule Validation 1Compliance Rule Validation 2
Prospectus Fidelity
Management Fee...Management risks.........
Prospectus Blackrock
Management Fee...Diversification risks.........
Prospectus Fidelity
Management Fee...Management risks.........
Structured Compliance

Roe AI excels in processing large volumes of documents, including financial documents, prospectuses.

Roe AI agents can carry the compliance rules and intelligently screen on hefty documents like human, significantly accelerates the time to compliance review.

DocumentFilling DateNAICInsurance TypeROCRates
GEICO Filings
Feb 10, 202435882Auto......
Progressive Filings
Mar 5, 202424260Auto......
AAA Filings
Jan 28, 202415539Auto......
Insurance Filings Analysis

By extracting quantitative structured and unstructured data like proposed rate adjustments, historical trends, and methodologies from insurance filings, Roe AI helps insurance companies keep up with the peer pricing competitive insights, approaching DOIs.

WebsiteCopy InfringementGrammar MistakeOffsite TransactionViolate Rule XViolate Rule Y
Tuppleware.com
FalseNoneFalseFalseFalse
Tupplewares.com
TrueMediumTrueFalseTrue
Tupplewareparty.com
TrueHighTrueTrueTrue
Merchant Compliance Labeling

ROE AI enables risks team define custom criteria to extract the risk signals from businesses web presence, and consolidate the signals back to the risk modeling.

This dramatically accelerates time to high quality data labeling.

DocumentDateLocationTypeSummaryRisks
Call Transcript
Feb 10, 2024123 AveAuto......
Email
Mar 5, 2024123 AveAuto......
Call Transcript
Jan 28, 2024123 AveAuto......
Loss Data Analytics

ROE AI can analyze the emerging risks and trends from the unstructured loss data with AI Agents and data query.

This allows carriers to better determine the pricing model and lose less money.

Integrations
Ready-to-use AI Agent APIs
AI Agents customization
Enterprise-Grade Security
100% Unstructured Data Integration

Securely connect your data from anywhere, including the internet.

We do not save, store, or use your data for training LLM.

Customize AI Agents until you are satisifed.

Need tailor made agents? Even business team can customize AI Agents.

Advanced evaluation and fine-tuning available for engineers.

Enterprise-Grade Security

Roe AI is built with enterprise security measures.

SOC2 Type I
SOC2 Type II
Enterprise Data Security
Zero-day Data Retention
Roe AI v.s Chatbot Solutions
Roe AI
Transparency in everything
  • Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
  • The intermediate SQL results are easily accessible.
  • 100% correct math based on SQL aggregation.
Scale without sacrificing quality
  • Takes < 1 min to process a 100+ page document, without pre-indexing.
  • Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
  • Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.
Chatbot Solutions
Blackbox in everything
  • Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
  • Black box on how and which files are retrieved.
  • The math done by the chatbot cannot be trusted.
Quality degrades with more documents
  • Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
  • Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
  • Only qualitative answers are produced, hard to be plugged into a financial model.
Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.
VP of Product
A leading portfolio analysis fintech
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