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Delegate like a teammate
Send work by email or chat—no special interface or prompting required.
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Paulyour work.Get it done, your way.
Hire an AI employee trained on your firm’s exact workflows.Same results, in minutes.
Work automated for financial services firms
- Quarterly_Portfolio_Review.pdf
- 2025_Tax_Provision.xlsx
- Investment_Committee_Memo.pptx
- Renewal_Coverage_Summary.pdf
- Credit_Committee_Package.pdf
- Estate_Planning_Overview.pptx
- Household_Cash_Flow_Forecast.xlsx
- Audit_Findings_Deck.pptx
- Portfolio_Company_KPI_Dashboard.xlsx
- Claims_Trend_Report.pptx
- Borrower_Risk_Summary.docx
- Trust_Distribution_Schedule.xlsx
- Client_Allocation_Model.xlsx
- Entity_Return_Review.pdf
- Fund_Performance_Model.xlsx
- Underwriting_Recommendation.docx
- Loan_Pipeline_Forecast.xlsx
- Family_Governance_Memo.docx
- Investment_Policy_Statement.docx
- Monthly_Close_Package.pdf
- LP_Quarterly_Report.pdf
- Producer_Commission_Reconciliation.xlsx
- Servicing_Portfolio_Review.pptx
- Consolidated_Holdings_Report.pdf
Pollenators are AI employees that learn your workflows once and run them fast and reliably, forever.
Pick a name and avatar
Your Pollenator is unique to your firm.
paul@ai.pollen.cx
GivePaulexamples of your workflows.Get them automated perfectly.
Your Pollenator extracts the important data from your input documents into one reviewable master record, then creates your output documents only using that data. So next quarter’s numbers, a new applicant’s paperwork, and a new client’s tax documents get handled the same reliable way, every time.
Input documents
- Client_Statements.pdf
- Risk_Profile.docx
Master record
Household master record- Client
- Walker Household
- Assets
- $8.4M
- Risk band
- Balanced
- As of
- Q2 2026
Output documents
- Portfolio_Review.pdf
- Allocation_Model.xlsx
4 reasonsPaulis a great hire.
Hand it work like a teammate. It knows your process, handles your files, and returns the finished output.
Book a demoTrained on your workflows
Give us process docs and examples. Pollen tunes and tests your Pollenator to reproduce the right output.
Understands whatever you send
PDFs, Excel workbooks, CSVs, forms, images—drop in the files and it can read and use them.
Brings you in at the right moments
It only interrupts when it needs your judgment, and always pauses for review or approval at the checkpoints you set.
Claudegives you a draft.Pauldoes the work.
Other AI leaves your team to check, correct, and finish the output. Paul runs the entire workflow from source files to final deliverable.
AI that suggests
1. Input documents
Trial_Balance.xlsxVendor_Invoices.pdf
2. Explain the workflow
3. Incorrect, incomplete output
Tax_Workpapers.xlsx
4. Correct mistakes and prompt again
AI that delivers
1. Input documents
Trial_Balance.xlsxVendor_Invoices.pdf
2. Paul runs the entire workflow
Paul runs the entire workflow3. Completed final output
Tax_Workpapers.xlsxReturn_Package.pdf
Paulis built to be trusted with yourmost complex document workflows.
Not another chat window to wrestle with. A workflow tuned, tested, and traceable back to source, built for the documents you can’t afford to get wrong.
Document extraction
OnboardPaulin days.
- Live in days
- No IT required
- White-glove FDE team
- Workflows perfected for you
- Process mapped
Learn your process
We map the files, decisions, and outputs your team already uses.
- Workflow tested
Build and test
We tune the workflow against real examples until the results match.
- Ready to launch
Launch and improve
Your team delegates to a named Pollenator while we keep the workflow current.
Automated workflows3 workflows
Quarterly Portfolio ReviewPDF
Walker Household · Q2 2026
Chen Family · Q2 2026
Client Allocation ModelXLSX
Rivera Household · July 2026
Avery Trust · July 2026
Investment Policy StatementDOCX
Nelson Family · 2026 refresh
Park Foundation · 2026 refresh
Who we serve
Paul is an AI employeefor financial firms.
Designed for the specialized work of advisors, accountants, investors, insurers, and lenders.
