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About Finclaw

Finclaw turns financial work into agent workflows.

Domain agents, trusted knowledge, multi-model reasoning, permissioned tools, and audit-ready deliverables in one workspace.

OverviewWorkflowPlatformModulesTrust

Finclaw Agent

One agent layer across channels, memory, tools, and reports.

Team messages flow into a finance-tuned agent, then activate the right memory, retrieval, redaction, task, and reporting capability.

TelegramWhatsAppSlackLarkFeishu
Finclaw Agent
Memory
Tasks
Vectors
Redaction
Reports

Workflow Core

AI that fits into every workflow.

Ask once. Finclaw grounds the task, runs approved tools, and turns the result into the next reviewable business object.

Finclaw — New Chat
Ask anything...

Multi-Model Access

Access the world's best models.

openaiGPT
anthropicClaude 4
googleGemini 2.5
meta-llamaLlama 4
qwenQwen 3
deepseekDeepSeek R1
mistralaiMistral Large
cohereCommand R+
openaiGPT
anthropicClaude 4
googleGemini 2.5
meta-llamaLlama 4
qwenQwen 3
deepseekDeepSeek R1
mistralaiMistral Large
cohereCommand R+
openaiGPT-4.1
anthropicClaude 3.5
googleGemini Flash
meta-llamaLlama 3.3
qwenQwen 2.5
deepseekDeepSeek V3
mistralaiMixtral
perplexityPerplexity
openaiGPT-4.1
anthropicClaude 3.5
googleGemini Flash
meta-llamaLlama 3.3
qwenQwen 2.5
deepseekDeepSeek V3
mistralaiMixtral
perplexityPerplexity

Architecture

One agent system, four controlled layers.

Agent Shell

A governed conversational workspace that accepts questions, files, meetings, and workflow requests from web or team channels.

Domain Brains

Research, reporting, compliance, operations, and client-service agents carry dedicated prompts, knowledge sources, and execution rules.

Tool Plane

Market data, document parsing, search, Lark, slides, reports, and task tools are exposed through typed capabilities with strict budgets.

Trust Layer

Every meaningful run keeps sources, tool calls, reviewer decisions, memory writes, and delivery artifacts audit-ready.

Under the hood

Four systems behind every workflow.

SYSTEM 01 · MEMORY

Three-tier memory

Core memory for identity and rules. Episodic memory for conversation context. Archival memory for long-term project state.

core · episodic · archival

SYSTEM 02 · ORCHESTRATION

5 specialized agents

Main · Coordinator · Researcher · Composer · Executor. Each with role-scoped tools and prompts; routes by deterministic intent first, fallback LLM.

main · coord · researcher · composer · executor

SYSTEM 03 · RUNTIME

Task Runtime · Done Gate · RunState

Long tasks survive restarts. Idempotent batch queue. Done Gate prevents premature completion. Replay from any failure.

TaskRun · DataSlot · DoneGate · RunState

SYSTEM 04 · SANDBOX

Skills sandbox & tool gateway

Custom Skills run in isolated sandbox with security scan. Tool gateway enforces ACL, scope, and audit on every external call.

skills sandbox · tool gateway · audit

Plug into the systems you already use

Connect what you have — Finclaw is the workflow on top.

Five groups of connectors mapped to the work they actually run. We do not ask you to migrate; we sit on top of what your team already pays for.

Market data

  • PolygonLive
  • TiingoLive
  • FREDLive
  • FrankfurterLive
  • CoinGeckoLive

Powers

Daily Macro Brief · Watchlist · Multi-provider quote chain

Documents & knowledge

  • Lark WikiLive
  • Local drive / S3Live
  • PDF / Office / scanned filesLive
  • NotionRoadmap

Powers

RAG citations · Document-level ACL · PII redaction

Internal systems

  • CRMRoadmap
  • Portfolio Management SystemRoadmap
  • Bank feedsRoadmap
  • Custodian portalsRoadmap

Powers

Client Quarterly Pack · Position attribution · Account note pulls

Communication & delivery

  • Lark messages & tablesLive
  • EmailLive
  • TelegramLive
  • WhatsAppRoadmap

Powers

Approved-then-shipped reports · Watchlist alerts · Daily push

Identity & audit

  • Lark OAuthLive
  • Invite credentialsLive
  • AWS KMSLive
  • Audit log (append-only)Live

Powers

Tenant isolation · Field-level encryption · Compliance trail

Live = available today. Roadmap = scoped, scheduled, available to design partners on request.

Capabilities & Guide

Feature overview

Select a module to see what it does, why it matters, and how the current UI presents the workflow.

70+

Features

50+

AI Models

*

87K+

Skills

16

Categories

* Skills count reflects listings available in the public marketplace.

MeetingsHOT

From raw recording to editable meeting notes

One tap to start recording — switching pages never interrupts. 30-second chunks stream through IndexedDB with crash-safe resume, so long meetings never hit the 413 wall. The detail page ships a full workspace: colored speaker labels, versioned AI summaries, 5-language translation, Markdown / DOCX / PDF export, embedded chat, custom prompt templates, and Lark minutes import.

  • Draft meeting + IndexedDB chunked resume for long recordings
  • Tingwu deep transcription with colored speaker labels & rename
  • 5-language translation, versioned summaries, version history
  • Embedded chat, custom prompt templates, Lark minutes import
Finclaw — Meetings
00:00
Meeting Notes · v3

## Key Decisions

• Q2 roadmap prioritises mobile client and voice search

• Legal to review pricing page by Fri

Governance

Read by default. Reviewed before action.

Finclaw is designed for finance teams that need provenance, approvals, tenant boundaries, and controlled execution before agents touch external systems.

Trusted data

Knowledge, files, market feeds, and internal sources stay traceable.

Permissioned tools

Agents receive only the tools and budgets needed for the task.

Done gates

External actions and client-facing output pass explicit review points.

Replayable runs

Tool calls, sources, artifacts, and memory writes remain inspectable.

Tenant boundaries

Workspaces, users, knowledge, and admin scopes remain separated.

Audit posture

Every answer can show why it was produced and what it relied on.

iFinclaw

The Agent Workspace for Financial Teams.

Product

  • Overview
  • Workflow
  • Platform
  • Modules

Trust

  • Trust
  • FAQ

Finclaw does not provide investment advice, does not automate trading, and does not guarantee returns. All workflows operate under human approval and audit.

© 2026 Finclaw. All rights reserved.