The AI for Risk Operations.

Agentic AI Platform for Risk, Compliance and Competitive Intelligence.

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Built by data experts from Snowflake, Meta, and LinkedIn. Trusted by leading organizations
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Merchant Risk

3 agents workflow

4 lines of code

Fintech & e-commerce

Top e-commerce & BNPL providers leverage automate merchant risk analysis, based on product safety, custom policies with 93%+ efficacy.

Fund Compliance

4 agents workflow

6 lines of code

Custodian banks

Top banks augment fund compliance rules tagging process with 92%+ efficacy.

R&D Doc Extraction

3 agents workflow

11 lines of code

Energy

Top energy firms extract structured data from R&D documents with 90%+ efficacy.

Unstructured Data Workflow, made in SQL.

ROE AI Agents Foundry

Built-in, configurable Web AI Agent
Built-in, configurable Document AI Agent
Support OpenAI, Claude, or self-hosted models.

Powerful Document Workflows

Break a complex document workflow into smaller agentic workflows with SQL.
Segment document, enrich metadata, extract tables and charts.
Cross referencing in documents? We solved that.
Evaluate the workflow with AI Agents, measure recall, precision against the ground truth.

Powerful Webpage Workflows

AI Agent interacts, clicks and scrolls through websites.
AI Agent that remembers the sequence of web interaction operations to save tokens.
Structured data extraction.
All you need is URL. Built-in distributed crawling, bypass captchas.
Evaluate the workflow with AI Agents, measure recall, precision against the ground truth.

Deploy in Airflow, DBT, Data Factory, or REST API

Built-in low-barrier data labeling
Built-in low-barrier evaluation on golden set
Built-in low-barrier domain-specific models based on SME feedback

Any data

Agentic ontology building & analytics

Document	Metadata	Risk Summary	Compliance Rule Validation 1	Compliance Rule Validation 2
Prospectus Fidelity	Management Fee...	Management risks...	...	...
Prospectus Blackrock	Management Fee...	Diversification risks...	...	...
Prospectus Fidelity	Management Fee...	Management risks...	...	...

Structured Compliance

Roe AI excels in processing large volumes of documents, including financial documents, prospectuses.

Roe AI agents can carry the compliance rules and intelligently screen on hefty documents like human, significantly accelerates the time to compliance review.

Document	Filling Date	NAIC	Insurance Type	ROC	Rates
GEICO Filings	Feb 10, 2024	35882	Auto	...	...
Progressive Filings	Mar 5, 2024	24260	Auto	...	...
AAA Filings	Jan 28, 2024	15539	Auto	...	...

Insurance Filings Analysis

By extracting quantitative structured and unstructured data like proposed rate adjustments, historical trends, and methodologies from insurance filings, Roe AI helps insurance companies keep up with the peer pricing competitive insights, approaching DOIs.

Website	Copy Infringement	Grammar Mistake	Offsite Transaction	Violate Rule X	Violate Rule Y
Tuppleware.com	False	None	False	False	False
Tupplewares.com	True	Medium	True	False	True
Tupplewareparty.com	True	High	True	True	True

Merchant Compliance Labeling

ROE AI enables risks team define custom criteria to extract the risk signals from businesses web presence, and consolidate the signals back to the risk modeling.

This dramatically accelerates time to high quality data labeling.

Document	Date	Location	Type	Summary	Risks
Call Transcript	Feb 10, 2024	123 Ave	Auto	...	...
Email	Mar 5, 2024	123 Ave	Auto	...	...
Call Transcript	Jan 28, 2024	123 Ave	Auto	...	...

Loss Data Analytics

ROE AI can analyze the emerging risks and trends from the unstructured loss data with AI Agents and data query.

This allows carriers to better determine the pricing model and lose less money.

Features

SQL-Powered AI Agents

Simple eval and fine-tuning workflow

Enterprise-Grade Security

SQL-Powered AI Agents

Apply AI agents on unstructured data sources with ROE SQL.

Simple eval and fine-tuning workflow

Golden set curation, JSON evaluation and built-in one-click fine-tuning.

Enterprise-Grade Security

Roe AI is built with enterprise security measures.

SOC2 Type I

SOC2 Type II

Enterprise Data Security

Zero-day Data Retention

Roe AI v.s Chatbot Solutions

Roe AI

Transparency in everything

Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
The intermediate SQL results are easily accessible.
100% correct math based on SQL aggregation.

Scale without sacrificing quality

Takes < 1 min to process a 100+ page document, without pre-indexing.
Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.

Chatbot Solutions

Blackbox in everything

Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
Black box on how and which files are retrieved.
The math done by the chatbot cannot be trusted.

Quality degrades with more documents

Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
Only qualitative answers are produced, hard to be plugged into a financial model.

Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.

VP of Product

A leading portfolio analysis fintech