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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Claude for Financial Services revolutionizes the realm of institutional finance by integrating cutting-edge AI with robust financial data infrastructure and top-tier security into a cohesive intelligence framework. This Financial Analysis Solution seamlessly links key data sources, including S&P Global, Daloopa, and various internal systems within a single interface, ensuring that each data point is directly traceable to its original source for immediate verification and complete transparency. Designed with privacy at its core, it guarantees that your inputs and outputs will not contribute to the training of the underlying models by default. The platform also features guided onboarding and MCP-based connectors, facilitating smooth deployment in diverse environments such as banking, insurance, asset management, and fintech. With its native workflows and intelligent search functions, teams can efficiently handle intricate financial tasks on a large scale, quickly verifying information across numerous sources to minimize errors and conduct detailed analyses in mere minutes instead of hours. This innovative approach not only enhances productivity but also empowers financial professionals to make more informed decisions rapidly.

Description

INFINIT is an AI-powered business operating system designed to help independent businesses manage operations, automate workflows, and access financial services from a centralized platform. The software combines inventory management, lead tracking, customer relationship management, sales tools, supplier sourcing, and marketing capabilities. Its inventory management features support product listings, multichannel publishing, stock performance monitoring, and profitability analysis. Intelligent sourcing tools help businesses identify available inventory, compare market prices, and evaluate purchasing opportunities. INFINIT provides AI employees that automate repetitive business processes, including customer communications, lead qualification, appointment scheduling, and follow-up activities. Its AI voice agent handles incoming calls using information about the business, available inventory, and appointment calendar. Financial management capabilities include business payment accounts, invoicing, transaction reconciliation, cash flow monitoring, and accounting tools. The platform also offers inventory financing through revolving credit lines and customer financing options that can be incorporated into the sales process. INFINIT provides a free operating system alongside paid plans with AI automation, business intelligence, payment services, and financing capabilities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Box Yes 
Claude Yes 
Daloopa Yes 
Databricks Yes 
Deloitte Cascade Suite Yes 
FactSet Yes 
Google Cloud Platform Yes 
KPMG Risk Hub Yes 
Model Context Protocol (MCP) Yes 
Morningstar Yes 
Palantir Foundry Yes 
PitchBook Yes 
PwC Bookkeeping Connect Yes 
S&P Capital IQ Desktop Yes 
Snowflake Yes 
Turing Yes 

Integrations

Amazon Web Services (AWS) No 
Box No 
Claude No 
Daloopa No 
Databricks No 
Deloitte Cascade Suite No 
FactSet No 
Google Cloud Platform No 
KPMG Risk Hub No 
Model Context Protocol (MCP) No 
Morningstar No 
Palantir Foundry No 
PitchBook No 
PwC Bookkeeping Connect No 
S&P Capital IQ Desktop No 
Snowflake No 
Turing No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

www.anthropic.com/solutions/financial-services

Vendor Details

Company Name

INFINIT

Founded

2023

Country

United Kingdom

Website

www.infinit.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Auto Dealer

Accounting No 
Buy-Here-Pay-Here No 
Collections Management No 
Contact Database No 
Customer Database No 
Document Management No 
F&I Management No 
Financing Management No 
Form Printing No 
Inventory Management No 
Lease Management No 
New Car Dealer No 
New Car Lot No 
Online Inventory No 
Parts Management No 
Sales Management No 
Service Department No 
Used Car Lot No 
Website Integration No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Solar

2D/3D Drawing No 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating No 
Field Service Management No 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management No 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM No 

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