Scattered data
Contracts, shipments, payments and positions are scattered across emails, spreadsheets and tools that do not communicate.
We design and deploy AI agents for trading houses and trading desks: document control, logistics tracking, finance, risk and compliance. Every solution is built to measure and supported over time.
01 · The problem
A physical trade involves dozens of documents and exchanges between front office, operations, logistics and finance. Most of that work is still manual: re-keying, tracking, matching, proofreading.
Major houses have entire teams to absorb it. Mid-sized houses and specialised desks rarely do. This is where AI agents, built with genuine knowledge of the trade, come in.
Contracts, shipments, payments and positions are scattered across emails, spreadsheets and tools that do not communicate.
Every document, vessel and due date is tracked by hand. One oversight can hold up a payment or cost demurrage.
Operators spend their time re-keying data instead of analysing and managing counterparties.
02 · Areas of expertise
Every desk is different. We start from your processes to target repetitive, time-consuming tasks: the ones an agent performs faster and more consistently, under your team's supervision.
Reading and checking contracts, confirmations, letters of credit, bills of lading and certificates. Generating confirmations and invoices.
Vessel and container tracking, estimated arrival dates, nominations, delay alerts, demurrage calculations and checks on weight or quality discrepancies.
Bank reconciliations, monitoring of collections and payment schedules, cash forecasts, tracking of letters of credit and currency exposure.
Position book consolidation, price exposure monitoring, daily P&L reporting and limit breach alerts.
Monitoring of official reports, trade press and market data, summarised for the desk before the open.
Counterparty identification, sanctions screening, KYC file preparation and a complete audit trail.
Reading customer requests, preparing quotes, structuring supplier catalogues and tracking counterparty correspondence.
Workflow example
The agent reads each document, checks it against the letter of credit requirements and flags discrepancies before presentation to the bank. The operator approves. This workflow is in production; it shows the logic we apply to logistics, treasury or reporting.
03 · AI agents
Each agent has a defined role, works with the desk's tools, applies its rules and stops wherever a human decision is required. An orchestrator coordinates the whole and picks the right model for each task.
No binding action without an operator's approval. The agent prepares, the human decides.
Every read, every calculation and every proposal is logged and can be audited.
Agents work inside existing tools. Teams keep their habits.
04 · Support
No off-the-shelf product and no eighteen-month programme. We start from your needs, put a first workflow into production, measure results on your real operations, then expand.
Mapping of processes, time spent and friction points, together with the operators.
Choice of use cases, architecture, models, business rules, security and quantified success criteria.
Pilot on a live workflow, before-and-after measurement, then gradual roll-out to production.
Team training, monitoring of performance and costs, improvements and extension to new workflows.
05 · Technology & trust
Our architectures are multi-model: each task goes to the most suitable model given the accuracy required, volume, latency and cost. The configuration is specific to each desk.
Anthropic's Claude, open-source models and specialised models, combined and arbitrated task by task. No dependency on a single provider.
Email, spreadsheets, document storage, banks, ERP and ETRM through APIs. Agents come to the desk's tools, not the other way round.
Providers selected for their contractual guarantees: no training on the data sent. Hosting in Europe or on the client's own infrastructure.
Human approval on every binding action, full logging, role-based access, cost tracking per workflow. Designed with GDPR in mind.
Prices, commitments and commercial decisions remain human. Agents serve the speed and accuracy of execution.
06 · FAQ
A program that performs a specific desk task: reading a document, tracking a shipment, reconciling payments, preparing a report. It works with existing tools, applies the desk's rules and submits every binding action for human approval.
Checking commercial and transport documents, logistics tracking, finance and treasury, position reporting, market monitoring, counterparty compliance and quote preparation.
Our architectures are multi-model: Anthropic's Claude, open-source models and specialised models, chosen task by task based on accuracy, volume, latency and cost. Every configuration is specific to the desk.
Yes. We select providers that do not train their models on the data sent, offer hosting in Europe or on your own infrastructure, and self-hosted models for the most sensitive data.
No. Agents integrate with your existing email, spreadsheets, document storage, ERP and ETRM.
With a first 30-minute call, then a desk audit that identifies priority workflows. A first agent is piloted on a live workflow before any extension.
Trading or artificial intelligence: write to us and we will reply within 24 business hours.