Governance framework for Microsoft 365 AI agents (Copilot Studio) in regulated financial services

MCP server exposing financial data using Yahoo Finance via yahooquery. Provides stock insights, historical prices, earnings, recommendations, and ownership info. Built for Zentickr AI tools and compatible with research agents or financial copilots.

Financial copilot to automatize workflows in financial business units

Your financial copilot for crypto. Spend, track, and make informed decisions with built-in guardrails and AI assistance.

SEC Copilot is an LLM-powered chatbot that retrieves financial reports from the SEC database, allowing users to ask questions, summarize details, and gain insights from financial data.

一个基于MCP协议的智能投资顾问服务，为金融分析师提供AI驱动的投资策略协助。

Use Microsoft 365 Copilot in Excel to streamline finance, accounting, and FP&A tasks. This repo includes AI-powered examples for budgeting, forecasting, variance analysis, and more. Boost productivity with smart Excel automation for financial professionals.

Finance Copilot is a LangGraph-powered AI assistant for interactive financial data analysis. Upload a CSV, ask natural language questions, and get instant insights, comparisons, and charts. Built with multi-agent intelligence, context-aware reasoning, and Streamlit for a sleek UI.

a copilot for your financial domain built using RAG and LLMs

AI-powered financial intelligence platform with real-time expense tracking, receipt processing, and natural language analytics

AI Financial Copilot is an intelligent assistant that helps users analyze their financial data using natural language.

AI-powered financial copilot that converts prices into real-world value and provides intelligent spending insights across countries.

AI-Powered Knowledge Retrieval System (Advanced RAG - Microsoft Azure AI Services) - Copilot for Financial Reports

Banking CoPilot App featuring Money Transfers and an LLM for Financial Advice

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Governance solution scaffolds and documentation patterns for Microsoft 365 Copilot in financial services

SheFinance AI is an AI-powered financial copilot designed to help women make smarter financial decisions in their personal lives and small businesses.

Governance framework for Microsoft 365 Copilot in US Financial Services — 54 controls, 216 playbooks, 12+ regulatory mappings

A local MCP powered financial analyst agent using the DeepSeek-R1 model via Ollama, utilizing Github Copilot and Python. It analyzes user queries related to stocks and financial data, running entirely offline.

Biz-CoPilot is your intelligent business operating system that automates financial tracking, forecasting, and planning — empowering you to steer your company with clarity and control. Built for modern entrepreneurs, it’s the copilot that keeps your business on course, from startup to success.

TaxPilot: An AI-powered, multilingual financial suite for India's freelancers and MSMEs. Featuring a Gemini-powered CA Copilot, Presumptive Taxation (44ADA) estimator, and proactive compliance tracking. Built for GFG Hackathon 2025 to simplify Indian tax laws using Agentic AI.

Official Model Context Protocol (MCP) server for AI-powered financial risk analysis. Monte Carlo simulations with fat-tail modeling (CVaR, VaR, ruin probability) for Claude Desktop, Cursor, Windsurf, Cline, Copilot. 8 tools: portfolio risk, startup equity, real estate, Kelly criterion betting. Proprietary KDE algorithm.

A rule-based CFO Copilot built in Python with Streamlit. It automates monthly financial reporting by parsing structured Excel/CSV data (actuals, budget, cash, FX). Users can ask finance questions, and the app returns board-ready answers with charts—covering revenue, margins, opex, EBITDA, and cash runway analysis.

Mini CFO Copilot is a Streamlit app that acts as a financial analytics assistant. Users can upload CSVs, ask questions, and view insights through charts. Powered by a planner agent and custom tools, it analyzes metrics like revenue vs. budget and EBITDA. Includes sample data, tests, and a quick demo video.

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Financial CoPilot

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This is my personal project in learning AI. The system will answer financial policy questions using retrieval-augmented AI with safety controls.

our Financial Copilot