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Factory

The agent builder that understands governance

Describe a workflow. Factory builds the agent inside a sandboxed harness, grounded in your systems, formally verified against your rules, and run with your approval.

Spec Builder
Build me a KYC exception screener. It ingests client packets, extracts identity fields, screens against OFAC and internal lists, and routes exceptions to compliance.
Which custodians hold the client packets? And should the sanctions screen include PEP lists?
Schwab and Fidelity. Yes, include PEP.
SPEC V1 · SIGNED OFF · TO BUILD
Agent Assembly
01 Ingest client packet TOOL
02 Extract identity fields LLM
03 Screen against sanctions TOOL
04 Verify against policy AR CHECK PASS
05 Route exceptions PENDING
Harness
GROUNDING
SEC Rule 17a-4, Firm AML Policy, OFAC SDN
TOOLS
Sandboxed, no external calls
EVALS
5 / 5 passing
AR VERIFY
PASS
HARNESS: SANDBOXED ZERO RETENTION GROUNDED: 3 SOURCES TESTS: 5/5 AR: PASS AWAITING YOUR APPROVAL
Works with
Salesforce Microsoft 365 Google Workspace Slack DocuSign QuickBooks Stripe SharePoint + 40 MORE

What will you automate first?

fingerprint
KYC and identity verification
Ingest client packets from custodians, extract identity fields, screen against sanctions and PEP lists, and route exceptions to compliance for review.
payments
Credit and underwriting decisions
Pull financials, apply your credit policy, generate a recommendation with evidence, and surface edge cases for human judgment.
gavel
Claims and dispute adjudication
Collect claim documentation, verify against policy terms, calculate entitlements, and prepare the adjudication file for sign-off.
fact_check
Document review against policy
Read marketing materials, disclosures, or filings. Check every claim against your compliance rules. Flag violations with citations.
sync_alt
Reconciliation and exceptions
Compare records across systems. Identify discrepancies. Categorize by severity. Generate the exception report your auditor expects.
forum
Examiner and audit response
Receive examiner requests, locate responsive documents, draft response memos with citations, and assemble the evidence package.
Spec Builder

From a sentence to a signed spec

Tell Factory what you want to build. Attach documents, reference policies, describe exceptions. The Spec Builder asks clarifying questions until the workflow is fully defined.

Drafts persist. You can return, refine, and collaborate. When a spec is ready, it moves to the build line with your sign-off.

No code. No diagrams. Just a conversation that becomes a running agent.

See where this fits your workflow →
NEW SPEC DRAFTS SIGNED OFF
What would you like to build?
KYC Exception Screener
Screen new clients against sanctions, PEP lists, and internal policies
Fee Reconciliation
Compare billed fees against contracts and flag discrepancies
Marketing Review
Check advisor content against SEC marketing rule requirements
Onboarding Checklist
Verify all account opening documents are complete and compliant
Describe the workflow you want to automate...

Watch a workflow become an agent

01 Define DONE 0.4s
02 Connect DONE 1.2s
03 Assemble DONE 2.8s
04 Verify PASS 1.1s
05 Run AWAITING
Formal Verification
check_circle R-012 All outputs include source citation
check_circle R-031 No client PII in LLM context window
check_circle R-047 Exception routing matches firm escalation policy
3 OF 3 RULES HOLD
Verified via AWS Automated Reasoning. Each rule is formally proven to hold across all possible inputs within the defined schema.
EVERY BUILD WALKS THE SAME LINE. NO STEP IS OPTIONAL.
lock
Sandboxed build environment
Every agent builds inside an isolated environment. No access to production data until approved.
hub
40+ integrations
Connect custodians, CRMs, document stores, and compliance systems through pre-built connectors.
science
Evals
Automated test cases run against your agent before it touches real data. Failures block deployment.
verified
AR checks
AWS Automated Reasoning formally verifies your agent's logic against your compliance rules. Not sampling. Proof.
approval
Human approval gates
You define where humans review. The agent pauses, surfaces context, and waits for your decision.
history
Evidence trail
Every action, decision, and data access is logged. Examiner-ready evidence as a byproduct, not a retrofit.
Verification

Verified with math, not another model's opinion

Most AI products test by running more AI against the output. Factory uses AWS Automated Reasoning to formally prove that your agent's logic satisfies your rules.

This is not statistical sampling. It formally checks that your rules hold across every possible input within the defined schema. If a rule cannot be satisfied, the build fails.

OUTPUT RULES GATE Your rules, encoded AWS Automated Reasoning PASS FAIL
KYC Exception Screener
v1.2
RUNNING
What it needs
Schwab custody feed Fidelity custody feed OFAC SDN list Firm AML policy
What you get
Exception report Compliance memo Audit evidence
Run History
Jul 28, 2026 · 14 clients screened · 2 exceptions routed
Jul 25, 2026 · 8 clients screened · 0 exceptions
Jul 22, 2026 · 11 clients screened · 1 exception routed
The Agent

Not a black box. An artifact you can inspect.

Every agent Factory produces is a versioned, inspectable artifact. You can see what it needs, what it produces, which rules govern it, and every run it has completed.

When something changes (a new regulation, a new custodian, a new policy), you update the spec and Factory rebuilds. Same verification. Same trail.

Show me an agent like this →

You do not have to start from zero

FASTEST · DAYS
Adopt a pre-built agent
Pick from a catalog of agents already built for common financial services workflows. Configure to your firm's rules and go live.
GUIDED · A WEEK
Adapt a working spec
Start with a proven spec and customize it. Change the data sources, adjust the rules, add approval gates where your team needs them.
FROM SCRATCH · YOUR SPEC
Describe something new
Open the Spec Builder and describe the workflow in plain language. Factory handles the rest: assembly, verification, deployment.

Factory is built on the Unified Platform of Work

The same methodology that governs how we think about agent work is built into every Factory build. Every agent follows the same discipline.

Pick a workflow. See it run.

Live in 15 working days · Configured to your rules

Get in touch

Tell us about the workflow you want to automate. We will show you how Factory builds it.

Prefer a guided build with a Forward Deployed Expert? See how we deploy instead.