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.

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.

Investment research & due diligence

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

Back-office automation & journal classification

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

Counterparty risk & fraud monitoring

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

Regulatory & disclosure intelligence

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

Operational customer service

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

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

• 1786M+ tokens

Footprint

• 178 GPU

Latency

Sub-sectool call

Training

RLnative

Verified, not vibes

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

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.

Built for the regulated stack

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.

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.

Deployment & Governance

Private deployment

A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.

Approvals and audit

Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.

Measurable pilots

Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.