Reconciliation done in minutes, not weeks
Every document reviewed against policy
Billing errors caught before clients do
New accounts onboarded in minutes
Filing packs assembled automatically
Drift detected before your next audit
The AI Platform and Team
for Financial Services
Your firm has grunt work that eats time and creates risk. We embed with your team, configure AI agents on our platform, and hand you a running system. You approve the output. PitCrew documents the rest.
AI prepares the work. You approve it. PitCrew documents it.
15-minute diagnostic call · No implementation required to start · 40+ integrations
Sound Familiar?
The daily reality at most firms
Every financial services firm hits the same walls. Too much manual work, too many systems, too few people.
Systems never agree
Your team reconciles records across CRM, custodian, portfolio system, and billing platform. Every quarter, same fire drill.
Document backlog grows
Account openings, policy updates, investor letters, sub docs. The backlog grows and the risk grows with it.
Billing errors slip through
Checking every invoice against every fee schedule at full population is not realistic with people alone. Clients find the errors first.
Reporting takes weeks
Quarterly packs, regulatory filings, board decks, investor updates. The data exists. Assembling it is the problem.
Onboarding drags on
Six systems, four people, a shared spreadsheet tracking who did what. New clients and investors notice the delay.
No proof the work ran
When the auditor asks for evidence, your team reconstructs what happened from memory and email threads.
What You Get
A platform and a team that configures it
You get a configurable AI platform your firm keeps running, and an engineering team that gets you to production.
Build, deploy, and operate AI agents
The Agent Engine is where your firm's workflows live. Configure agents to your policies, connect your systems, and deploy in hours, not months.
- auto_awesome Plain-language agent builder, no code required
- hub 40+ integrations: CRM, custodian, portfolio, accounting, document management
- tune Firm-specific rules, thresholds, and approval paths
- history Complete evidence trail for every agent run
- security SOC 2 Type II, hosted on AWS, zero data retention
We configure it to your firm
Our engineering team embeds with yours to configure the platform against your actual data, policies, and systems. You are live in 15 working days.
- stethoscope Diagnostic call: we map your systems and identify where AI fits
- precision_manufacturing Configuration: agents built to your firm's specific rules and workflows
- science Calibration: tested against your historical data until the output matches your standards
- rocket_launch Go-live: production deployment, team training, evidence trails active
- support_agent Ongoing: your team operates and extends the platform after we hand it over
Consulting firms
Give you a roadmap and recommendations. You still need to find the software and build it yourself.
Software vendors
Give you a login and documentation. You still need to configure, integrate, and maintain it yourself.
PitCrew
Gives you a configured, running platform and the team that gets you there. 15 working days, first call to production.
Pre-Built Skills
Ready-to-deploy AI agents for the work that eats your time
A Skill is an AI agent that runs a specific workflow end-to-end: it connects to your systems, does the work, surfaces exceptions for your team to review, and produces a complete evidence trail. PitCrew ships with 8 Skills out of the box.
Reconcile data across systems
Compare records across your CRM, custodian, portfolio system, and billing platform. PitCrew flags mismatches and builds a clean exception report.
Review documents against policy
Marketing materials, investor letters, disclosure documents. PitCrew checks each one against your firm's policies and regulatory requirements.
Extract data from documents
Pull structured data from PDFs, statements, sub docs, and account applications. No manual keying. No copy-paste.
Validate fees and billing
Check every invoice against fee schedules and agreements at full population. Catch discrepancies before they reach clients.
Onboard clients and investors
Collect documents, open accounts, update systems, trigger follow-ups. PitCrew runs the checklist so your team does not have to.
Generate reports and filings
Assemble quarterly packs, regulatory filings, investor updates, and board materials from data that already exists in your systems.
Monitor and detect drift
Continuously compare what your policies say against what your systems show. PitCrew catches drift before it becomes a finding.
Respond to inquiries and requests
Auditor requests, investor questions, regulatory inquiries. PitCrew pulls the data, assembles the response, and logs the evidence.
Agent Engine
Need something specific? Build it
PitCrew's Agent Engine lets your team create custom Skills using plain language. Connect your systems, define the logic, deploy in hours.
auto_awesomeExplore the Agent EngineHow We Work
We embed with your team. Not just sell you software
We start by understanding how your firm actually operates, where your team loses time, and where data breaks between systems. Then we configure AI agents on our platform to handle that work, calibrate against your data, and hand you a running system. All of it runs on your existing infrastructure.
Diagnostic
We map how your firm actually runs: where your team loses time, where data breaks between systems, and what each process costs you today. You walk away knowing exactly where AI fits and where it does not.
Days 0-2- description Systems and workflow map (PDF)
- description Pilot Memo: Skills, integrations, timelines, expected outcomes
- description Go/no-go recommendation with cost-of-inaction analysis
Configure and Test
Our team configures the platform against your firm's actual data, policies, and systems. We connect your integrations, set up workflows, and test against historical cases until the output matches your standards.
Days 3-14- description Configured Skills running against your firm's data
- description Integration credentials and connection status report
- description Calibration scorecard: agreement rate vs. your historical cases
- description Sign-off checkpoint before go-live
Production
The platform goes live on your data. Your team is trained on reviewing output, managing exceptions, and building new workflows. Evidence trails are active and exportable from day one.
Day 15+- description Production-ready platform with all Skills live
- description Team training and runbook documentation
- description Evidence trail exports for your first audit cycle
- description Agent Engine credentials to build new workflows independently
The engagement ends. The platform does not. Your firm keeps the fully configured platform. Build new workflows, extend as your needs change. Clock pauses when waiting on your team. 15 working days default, 20 working days hard ceiling.
Built for Your Role
One platform. Every role covered
Whether you run operations, finance, compliance, or technology, PitCrew deploys the right Skills for your priorities.
This week at a glance
Billing cycle status
Audit readiness
System status
Frequently asked questions
Last updated:
What is PitCrew?
PitCrew is an agentic AI platform and team purpose-built for financial services. It ships with pre-built Skills for data reconciliation, document review, fee validation, onboarding, reporting, drift detection, and inquiry response. Firms can also build custom Skills using PitCrew's plain-language Agent Engine. Every Skill run produces a complete, exportable evidence trail.
What types of firms use PitCrew?
PitCrew is built for financial services firms including wealth management (RIAs and broker-dealers), family offices, RIA aggregators, fund administrators, asset managers, private equity and private credit firms, venture capital firms, and pension funds and endowments.
Is PitCrew software or a service?
Both. You get a configurable AI platform (the Agent Engine) and an engineering team that configures it to your firm. Our team embeds with yours for up to 15 working days to set everything up. After that, you keep the platform and operate it independently. You can also build new Skills as your needs grow.
What happens after the engagement ends?
You keep the fully configured platform with all Skills running in production. Your team can continue operating existing Skills, build new ones using the Agent Engine, and extend workflows as your needs change. The engagement ends, the platform does not.
Will PitCrew train on my firm's data?
No. Your data is used only to run the Skills you configure. PitCrew does not use client data for model training. Zero data retention after processing is complete.
What security certifications does PitCrew have?
SOC 2 Type II certified with annual third-party audits. Hosted on AWS with three-tier network isolation, encryption at rest, TLS 1.2+ in transit, and Multi-AZ deployment. Zero data retention. All integrations use secure OAuth authentication.
How does PitCrew connect to my existing systems?
PitCrew connects via API to 40+ systems including CRMs, custodians, portfolio management tools, document management platforms, email, and messaging tools. No rip-and-replace required.
How is PitCrew different from general AI tools?
General AI tools require your team to build and maintain every workflow from scratch. PitCrew ships with pre-built Skills grounded in financial services regulations and operational patterns. Every Skill run produces an evidence trail. And our team embeds with yours to configure, calibrate, and deploy. You get a platform and a team, not just software.
Let's Talk
Start with a diagnostic
Tell us about your firm and the work that is eating your team's time. We will show you exactly where PitCrew fits.
Thanks! We'll be in touch shortly.
You're the driver. We're the PitCrew.