For Financial Services

    Reasoning agents,
    purpose-built for the financial stack.

    Pokee deploys RL-trained AI agents on your terms — on-prem, on-device, or inside your VPC — so investment, risk, and back-office teams can move at the speed of their data without ever leaving the perimeter.

    Request a demoSee the engine
    CONTEXT 10M+ TOKVPC · ON-PREMSOC 2 · GDPRSEC FilingsRisk FeedJournalCRMMarketPokeeRL-TRAINED · DETERMINISTIC TOOL USE · AUDITABLE TRACE
    0M+

    Token context window — single GPU, no chunking required

    0%

    Private deployment — model weights and data never leave your perimeter

    RL/native

    Agents trained with reinforcement learning, not prompt-engineered chains

    Three capabilities, one engine

    Move from chatbot demos to production agents that earn their seat at the desk.

    Pokee gives front-, middle-, and back-office teams the same set of primitives — research, reason, and act — wired into the systems where finance actually happens.

    Research

    Surface auditable answers from filings, transcripts, market data, and proprietary desks — grounded in citations your compliance team will actually accept.

    Reason

    Agents trained with reinforcement learning — not stitched-together prompts — to plan across long horizons, fall back gracefully, and stay within policy.

    Act

    Deterministic tool use across your stack — Bloomberg, OMS/EMS, ERPs, ticketing, ledgers — with full audit trails for every API call an agent makes.

    Use cases

    Workflows that compound, not chatbots that conversate.

    Five places Pokee agents are already replacing brittle scripts and outsourced labor inside banks, asset managers, and accounting platforms.

    For analysts and PMs who can't afford to wait for the next analyst note.

    • Real-time due diligence on a target and its competitor set
    • Source SEC, EDGAR, and EDINET filings with summarized takeaways
    • Draft memos that cite primary sources, not hallucinated abstracts
    • Update positions overnight as filings, prints, and macro data land

    Replace the offshore queue with agents that read, classify, and reconcile.

    • Classify journal entries, invoices, and receipts at scale
    • Reconcile against source ledgers with explainable mappings
    • Flag anomalies for human review with full document trace
    • Process multilingual artifacts — JP, KR, ZH, EN — in one pipeline

    Synthesize structured signals and unstructured signal noise in one place.

    • Score counterparties using public filings, news, and proprietary feeds
    • Detect fraud patterns across transaction memos and ticket narratives
    • Generate suspicious-activity drafts with cited evidence
    • Adapt to new patterns via continuous RL fine-tuning, not redeploys

    For compliance teams shipping under the ever-shifting weight of new rules.

    • Monitor regulator websites and rulemaking notices in near-real-time
    • Map regulatory changes back to internal policies and procedures
    • Draft initial 10-K/10-Q narrative sections from internal data
    • Maintain immutable audit trails — every output traceable to source

    The data-sensitive support work generic LLMs simply cannot touch.

    • Equip agents with PII-aware copilots that handle escalations
    • Auto-summarize each customer relationship before every interaction
    • Resolve account disputes with policy-grounded responses
    • Route complex cases with full context — never start from zero
    AGENT_TRACE · INVESTMENT_RESEARCH
    Pull latest 10-Q from EDGAR; cross-check against transcript Q&A
    ↓
    Compute segment-level deltas vs. consensus; surface contradictions
    ↓
    Draft three-paragraph memo with primary-source citations
    ↓
    Post to research portal · log audit trace · notify PM via Slack
    Engine

    Inside the Pokee Engine

    The reasoning core that lets one GPU hold an entire client relationship.

    The Pokee Engine is our proprietary inference architecture — a black box for now — that pushes context windows past ten million tokens on a single GPU. No chunking, no retrieval gymnastics, no lossy summaries. The whole portfolio fits in memory.

    Context
    0M+tokens
    Footprint
    0GPU
    Latency
    Sub-sectool call
    Training
    RLnative
    Read the technical overview

    Verified, not vibes

    We beat the frontier on the benchmark finance teams actually trust.

    FinanceBench is the industry-standard evaluation built on 150+ real 10-Ks, 10-Qs, and earnings transcripts. On the headline Oracle test — the configuration that mirrors a production RAG pipeline — Pokee outscores GPT-5.4 outright.

    Benchmark
    FinanceBench
    Corpus
    150+ filings & transcripts
    Comparison
    Pokee vs. GPT-5.4
    Evaluation date
    Q1 2026, internal
    Winner

    Headline · Oracle accuracy

    0.0%vs. GPT-5.4 at 0.0%

    On the Oracle test — where the model is given the relevant document and must extract, compute, and reason — Pokee edges out the frontier model by +0.4 points. This is the configuration that maps to a real production RAG pipeline, and it's the one we lead with.

    Pokee
    0.0%
    GPT-5.4
    0.0%
    Oracle config · n=150 · higher is better

    Long-context accuracy, by reasoning category

    PokeeGPT-5.4
    0.0
    0.0
    Extraction
    +3.0 pts
    0.0
    0.0
    Numerical
    Closing
    0.0
    0.0
    Domain
    Parity
    0.0
    0.0
    Logical
    Frontier gap
    Source: FinanceBench public corpus, Pokee internal evaluationLong-context config · higher is better
    Where Pokee leads outright
    +0.0pts on extraction

    Extraction is the dominant workload in enterprise RAG — and the one that decides whether your 10-K agent ships or stays in pilot. Pokee 93.9% vs GPT-5.4 90.9%.

    Long-context overall
    0.0vs 0.0

    On the long-context aggregate, GPT-5.4 edges Pokee by 1.7 points — driven by the logical-reasoning subset, which represents under 10% of real finance workloads.

    Cost & deployability
    1GPU, on-prem

    Pokee delivers these scores on a single workstation-class GPU inside your VPC. GPT-5.4 doesn't ship that way — at all.

    Built for the regulated stack

    Production-ready the day procurement finishes their checklist.

    Pokee was designed from day zero to live behind your firewall. We don't ship a SaaS that pretends to be enterprise — we ship infrastructure your security team can actually own.

    Privately deployable

    Run inside your VPC, on-prem datacenter, or directly on workstation silicon. Weights and data never leave your perimeter.

    Regulator-ready

    Every agent action is logged, traceable, and replayable. Built-in usage monitoring, output auditing, and policy guardrails.

    Fully customizable

    Fine-tune on your tickets, memos, and ledgers. RL-based adaptation means policy changes ship without retraining from scratch.

    Forward-deployed

    Pokee engineers embed with your team for the first deployment. We ship to production — not slides — inside the first quarter.

    Get started

    Move your AI roadmap from pilot to production.

    Connect with our team to scope an agent that fits your stack, your data, and your regulator's appetite for risk.

    Request a demo
    Align an agent to a real workflow within two weeks
    Choose between VPC, on-prem, or on-device deployment
    Ship to production, safely and securely, with our forward-deployed team
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