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The AI crew built for financial services.

PitCrew combines AI agents with human experts, so the everyday work of your firm gets done without adding headcount.

Start a conversation How we work
SOC 2 Type II · Zero data retention
DETERMINATION BILLING

156 of 967 accounts billed at 1.40% against the disclosed 1.25%.

$46,298.22 found in one run
ACCOUNTS FLAGGED156 OF 967
SOURCESFEE SCHEDULES · CUSTODIAN FILE
STATUSAWAITING YOUR APPROVAL
5
WORKING DAYS TO LIVE
60+
READY-MADE WORKFLOWS
80+
TOOLS FOR FINANCIAL FIRMS
50+
SYSTEM CONNECTIONS

$2.14M in one system.
$2.09M in the other.

Quarter end arrives. Someone on your team opens both systems and checks them line by line, account by account, by hand. The difference is real money, and nobody can say which number is right until a person finds out why.

PORTFOLIO SYSTEM · BILLING BASIS
TOTAL $2,140,000.00
CUSTODIAN STATEMENT · QUARTER END
TOTAL $2,090,000.00
≠
$50,000
THE DIFFERENCE, FOUND BY HAND

We work inside your firm until the agents are live.

Our experts embed with your team, configure the platform to your rules, and stay until the output matches your judgment. We deploy. You approve.

01
02
03
04
05
DAY 1
Map your rules
fee schedules and approval thresholds written down
DAY 2
Connect your systems
read-only until you say otherwise
DAYS 3 TO 4
Test on your real data
your team grades every determination
DAY 5
Go live
running to your rules, a person approves every action.
Day 3 of 5.

Your agents run last quarter's real data while your team grades the output. Thresholds move. Exceptions get named. By day 5 the work runs to your rules, not ours.

Two ways to work with us.

We build it for you

Our experts design and build your workflows, deploy them, and hand over. Your team operates them from day one.

WE BUILD WE DEPLOY YOU OPERATE
You build on the platform

We deploy the PitCrew platform in your environment and train your team. Your own people build and run their own workflows.

WE DEPLOY & TRAIN YOU BUILD YOU OPERATE
Whichever way you choose, the same platform is underneath.
THE PITCREW PLATFORM
01Work orchestration

Dozens of steps, hundreds of clients, the right context on every one.

step 14 of 22 · 967 clients
02Tools that do the work

80+ tools built for financial firms: custodian files, SEC filings, fee math.

SCHWAB PDF SEC EDGAR FEE CALC ADV PARSE + 76 more
03Connected to your systems

Pre-wired to the systems your firm runs on. 50+ connections.

Charles Schwab Fidelity Orion Salesforce Tamarac + 45
04Build, share, deploy

Plain English in, production workflow out, shared across the firm.

DESCRIBE IT → TEST RUN → DEPLOY FIRMWIDE
05Governance built in

Your written policies enforced, with citations. A person approves every action.

APPROVED R. Mehta · Oct 14, 9:42 AM
policy §4.2 cited
06Portable by design

Claude today, GPT tomorrow, our cloud or yours. Your setup stays.

CLAUDE ⇄ GPT score 98.2 · unchanged

Either way: 5 working days from data access to the first production run.

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Drive Innovation. Full Throttle. With Control

Most engagements end with a recommendations deck. This one ends with the platform, the agents, and the results of every run, owned by your firm and running in production.

Platform

Yours to run and extend. Build new workflows on it, or bring us back for the next initiative. Either way it keeps working.

Agents

Configured to your fee schedules, your thresholds, your exceptions. They keep running after the last day we are in the building.

Outcomes

Overcharges caught, exceptions resolved, hours returned. Counted from day one.

Five Steps to Governed AI, the PitCrew playbook

We wrote the playbook.

Five Steps to Governed AI. The book on taking AI into production at a financial services firm. Decide, ground, calibrate, prove, operate. Free.

Read the book, free, no email gate →
60+

A crew of more than 60 ready-made agents and workflows, set up to run by your firm's rules.

001Fee schedule validation
002Quarterly billing reconciliation
003Custodian to CRM reconciliation
004New account onboarding review
005Document review, ADV consistency
006IPS drift detection
007Client inquiry response
008Custodian data extraction
009Cash availability analysis
010Portfolio drift detection
011Quarterly reporting assembly
012Statement parsing, Schwab and Fidelity
013Billing exception triage
014Fee debit monitoring
015Run history export for reviews
···and the rest of the library, indexed by task
What the industry is saying
“PitCrew did an incredible job translating regulatory language into Automated Reasoning policies.”
Amazon Web Services Stefano Buliani · Product Manager, Amazon Web Services
As seen in Kitces TradePMR WealthMosaic G2 Ezra
CONTROLS
SOC 2 Type II
YOUR DATA
Zero retention
ENCRYPTION
AES-256
OVERSIGHT
A person approves every action

Built by operators from LegalZoom, Intuit, and Atlassian.

Common questions.

How long until we're live?
5 working days from data access to the first production run. Our experts embed with your team, configure the platform to your rules, and test on your real data. The clock pauses when we are waiting on access from your side.
Who builds the workflows, you or us?
Either. Most firms have us build and deploy the workflows, and their team operates them from day one. Firms with their own engineering and analyst teams have us deploy the platform in their environment and build their own. Same platform underneath, and neither way is the junior option.
Where does PitCrew run?
Your firm gets its own private deployment, in your cloud account (AWS, GCP, or Azure) or in ours. Nothing is shared with any other firm.
Do we need to replace our existing systems?
No. PitCrew connects to your existing stack via API. Schwab, Fidelity, Pershing, Orion, Salesforce, Tamarac, and 50+ others. No rip-and-replace.
What happens after the engagement?
You keep the fully configured platform with all agents running in production. Build new workflows, extend existing ones, or bring us back for the next one.
Is our data secure?
SOC 2 Type II certified. Three-tier AWS network isolation, KMS encryption at rest, TLS 1.2+ in transit. Multi-AZ deployment. Your data never leaves your environment.
Will PitCrew train on my firm's data?
No. PitCrew does not use your data for model training. Your data is used only to run the workflows you configure. Zero data retention after processing is complete.
What types of firms use PitCrew?
Wealth management firms (RIAs and broker-dealers), family offices, RIA aggregators, fund administrators, asset managers, banks and credit unions, insurers, private equity and private credit firms, venture capital firms, and pension funds and endowments.
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 ready-made workflows grounded in how financial firms actually run, and every run is traceable: what ran, what it found, and who approved it. You get a platform and a team, not just software.
What's included after deployment?
Your subscription covers bug fixes, threshold and rule adjustments, report format changes, approval step changes, failed batch re-runs, proactive monitoring, and platform upgrades. New workflows and new system integrations are separate engagements.
How do we reach support?
Email support@gopitcrew.com. US business hours, Monday through Friday.

Type the task you hate.

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Start with a diagnostic call.

Bring the task that eats your quarter end. The crew does the rest.

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