Turn Financial Data into Confident Decisions with AI

From automated reporting to fraud detection and risk insights — Siesta AI helps finance teams work faster, stay compliant, and make smarter decisions backed by real-time data.

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AI Assistants Transforming Financial Services

Create AI assistants that automate reporting, detect fraud, and deliver real-time financial insights — built to fit your tools, workflows, and regulatory environment.

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Finance Reporting Agent

Description: Automates bookkeeping, generates real-time financial reports, and provides insights into cash flow, expenses, and profitability.

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Risk Insights Agent

Evaluates exposure across portfolios, leveraging historical and real-time financial data.

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Report Generator

Automates the creation of regulatory filings and internal reports using structured financial data.

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Client Analysis Agent

Analyzes customer behavior, segments clients, and supports personalized financial communication.

Integrate Your Favorite Tools

Connect your company tools into one AI layer — read data, trigger actions, and automate work across the platform.

Stripe
OneDrive
Microsoft Excel
Microsoft Word
Airtable
Zapier
MySQL
NetSuite
Google Docs
Google Sheets
Slack
Google Drive

Firms Using AI Reduce Reporting Time by Up to 50% and Make Confident, Audit-Ready Decisions.

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