Securely build finance
AI agents on your live data.

The Agent Builder sits on top of Panax's data foundation and Core Agents. Describe the workflow or report you need in plain language, or pick from a library of pre-built AI agents covering treasury, accounting close, working capital, and forecasting.

Output is generated by AI in real time, grounded in the same categorized financial context your agents already maintain. No professional services engagement, no IT ticket, no new data model to build or keep in sync. 

Reports, dashboards, charts, tables, and narratives. Every format is built by AI on the same categorized, reconciled Panax data, so what you build in Agent Builder stays consistent with what your treasury, forecasting, AR, and reporting modules show.

Build a multi-section cash report with KPI summaries and charts. Export structured data ready for distribution. Produce a board-ready written analysis with specific findings, risk flags, and recommended actions. Built once, refreshed automatically. 

Before anything gets shared, activate Panax's proprietary AI Audit Agent with one click. The Audit Agent reviews the new agent's output, ensures totals reconcile, formulas check out, and data sources are verified. If something is off, the Audit Agent flags it and applies the fix.

Save the agent, set a refresh schedule (daily, weekly, or monthly), add recipients. It runs without you. Every calculation runs in code, traceable back to your categorized, reconciled Panax data. No external inference. No invented numbers.