Onboard clients in minutes
Reconcile fees automatically
Keep systems of record in sync
Prepare for audits instantly
Build agents in plain language
Document IT controls
The Unified Intelligence
Platform
Start with 20+ pre-built agents for onboarding, billing, compliance, and data ops. Need something specific? Build it yourself in the Factory using plain language. Every agent is grounded in your firm's policies and produces examiner-ready evidence.
AI prepares the work. You approve it. PitCrew documents it.
20 free runs/month · No credit card required · 40+ integrations
play_circle Watch how PitCrew AI Agents manage client onboarding end to end
Sound Familiar?
The daily reality at most firms
These are the problems we hear from operations teams every week.
CRM, billing, and operations data never match
The same client data lives in 5 systems and no two agree. Every audit becomes archaeology. Someone always has to reconcile manually.
Onboarding takes days
A new client sends documents. Someone re-keys the data into CRM, billing, planning tools, and compliance. Same data, five times.
Fee validation is sample-based
You test 10% of accounts because testing all of them is impossible manually. The other 90% are a bet that nothing is wrong.
More time proving work than doing it
When auditors arrive, the scramble is not about fixing problems. It is about finding the evidence that the work was done.
Policy checks are a manual project
Comparing what your policies say should happen to what actually happened across thousands of records means opening each one and checking by hand. It takes weeks.
Platforms do not talk to each other
Teams keep adding tools instead of reducing them. Each new tool creates another silo, another login, another reconciliation problem.
Agents
Pre-built to start. Build your own for everything else
Every agent is grounded in your firm's policies and rules. Deploy one or run them all.
Onboarding & Offboarding
Automate client onboarding, document collection, CRM updates, account opening, and deduplication. Same for offboarding and account closure.
Billing & Fees
Validate every invoice against your fee schedule. Reconcile billing across systems. Catch fee leakage at full population, not samples.
Controls & Compliance
Review marketing content, audit regulatory filings, check social posts against policy rules, generate compliance calendars. Every finding includes rule citations.
Data & Reconciliation
Keep data consistent across CRM, billing, and operational systems. Detect drift between policy and practice. Reconcile across systems automatically.
The Factory
Don't see what you need? Build it
Describe your workflow in plain language. PitCrew generates a complete agent with the right tasks, data sources, and rules.
Describe
Tell PitCrew what you need in plain language. What data, what rules, what output.
Factory Builds It
PitCrew generates the agent: tasks, data connections, validation rules, and approval steps.
Test & Deploy
Run against sample data in the sandbox. When it looks right, deploy to production.
Built for Your Role
One platform. Every role covered
Whether you run compliance, operations, or IT, PitCrew deploys the right agents for your workflows.
This week at a glance
System status
Audit readiness
Frequently asked questions
Will PitCrew train on my firm's data?
No. Your data is used only to run the agents you configure. PitCrew does not use client data for model training. Zero data retention after processing is complete.
What security and compliance certifications does PitCrew have?
SOC 2 Type II certified with annual third-party audits. Three-tier AWS network isolation, KMS encryption at rest, TLS 1.2+ in transit, 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 (Redtail, Wealthbox, Salesforce), document management (SharePoint, Box, NetDocuments), portfolio tools (Orion, Black Diamond, Tamarac), email (Gmail, Outlook), and more. No rip-and-replace required.
How long does it take to get up and running?
Most firms are live within 15 working days. We embed with your team to configure agents against your actual data, policies, and workflows. You can also start immediately with the free plan and pre-built agents.
What does the free plan include?
20 agent runs per month, access to all pre-built agents, and the Factory to build your own. No credit card required. Upgrade when you need more capacity.
Let's Talk
Ready to see PitCrew in action?
Tell us about your firm and we will reach out to schedule a walkthrough.
Thanks! We'll be in touch shortly.
You're the driver. We're the PitCrew.