Your finance team spends 30% of its time finding data, not using it.
Analysts searching for numbers across disconnected systems. Insights trapped in PDFs and spreadsheets that no one has time to synthesize. Decisions that wait days for a report that should take minutes. InvestIQ deploys financial AI agents that do the data work — so your investment team does the thinking.
InvestIQ // Live Active
$48.2M
Current P&L
3
Anomalies
94.1%
Budget Track
Live Activity
AP_INV_7741 — Duplicate Payment $82K
now
Flagged
Dept Marketing — Budget Overrun +$145K
2h
Review
Cash Flow Forecast — Q3 Updated
4h
Current
FX Exposure EUR/USD — Within Threshold
6h
Normal
ESG Emissions Report — Q2 Compiled
1d
Ready
InvestIQ Insight: AP_INV_7741 matches INV_7699 paid 12 days ago — same vendor, same amount, different PO reference. Probable duplicate. Recovery value: $82,400. Dispute package prepared and routed to AP Controller for review.
Financial decisions made on data that is already out of date.
The financial intelligence your investment committee and board rely on is assembled manually from disconnected systems by analysts who spend more time gathering data than analyzing it. The decisions that shape your organization are made on last week's picture.
CFO / Financial Controller
Financial close cycles that take weeks when they should take days — and still produce reports that are stale by the time they reach leadership
Month-end close involves manual consolidation of data from ERP, sub-ledgers, treasury systems, and business unit reports. By the time the consolidated view is produced, the numbers are already two to three weeks behind current. InvestIQ automates the consolidation, cutting close times and producing reports that reflect today — not last month.
5
Days: Average time finance teams save per close cycle with InvestIQ automation
Head of Financial Planning / VP Finance
Anomalous transactions and financial control failures surfaced in audits rather than at the point of occurrence
Duplicate payments, unauthorized transactions, budget overruns, and working capital anomalies typically surface in the audit cycle rather than in real time. By then, the financial impact is already in the books. InvestIQ's anomaly detection flags control failures at the point of occurrence — before the period closes.
$2.5T
Estimated global annual losses from financial control failures
Investment Committee / Private Equity
Investment analysis dependent on manual research synthesis that takes days and limits the number of opportunities you can evaluate
Analyzing an investment opportunity requires synthesizing financial statements, management commentary, market data, and operational metrics from multiple sources. Analysts spend days on work that AI can handle in hours — limiting the deal flow your team can evaluate and the depth of analysis on each opportunity.
CRO / Chief Risk Officer
Financial risk signals scattered across systems that no one is synthesizing into a forward-looking risk view
Working capital deterioration, covenant proximity, counterparty credit signals, and market exposure concentrations each live in different systems. Without an AI layer connecting them, the financial risk picture that reaches the risk committee is always fragmented and always late.
CFO / Treasury
Cash flow forecasting that relies on historical patterns rather than forward-looking signals available in current transaction data
Traditional cash flow forecasting applies historical averages to future periods. InvestIQ's machine learning models incorporate current transaction patterns, payment timing signals, and working capital dynamics to produce forecasts that reflect where cash will actually be — not where it has historically been.
Audit Committee / Board
ESG and governance reporting assembled manually from multiple systems and business units, creating inconsistency and audit risk
ESG reporting requirements have expanded significantly across regulated industries and investor requirements. Assembling ESG data from operational, HR, and sustainability systems manually creates inconsistency, version control issues, and audit risk. InvestIQ automates ESG data aggregation and reporting.
From raw financial data
to actionable investment intelligence.
Step 01
Connect Financial Systems
InvestIQ connects to your ERP, sub-ledgers, treasury management system, BI tools, and market data feeds. Financial data is normalized across sources into a unified intelligence layer — updated continuously, not on a monthly close schedule.
Step 02
Continuous Analysis
AI agents run across all connected financial data simultaneously — generating daily P&L summaries, monitoring balance sheet changes, tracking budget compliance, and detecting transaction anomalies as they occur. The financial picture is always current.
Step 03
Intelligence and Forecasting
Machine learning models generate forward-looking cash flow forecasts, identify emerging working capital risks, and surface the financial trends that have predictive value for investment decisions and risk management. Natural language interface allows analysts to ask questions directly.
Step 04
Reporting and Decision Support
Board-ready financial summaries, investor reporting packages, ESG disclosures, and risk committee updates generated automatically in the required format. Finance leaders receive investment-grade intelligence rather than raw data that requires interpretation.
Six financial intelligence agents. Every dimension of financial performance monitored continuously.
InvestIQ deploys six specialized agents across your financial data landscape. Each agent monitors a specific financial domain continuously. Together they replace the monthly close cycle with a live financial intelligence operation.
Reporting Automation
Daily Financial Reporting Agent
Prepares daily P&L reports, tracks balance sheet movements, and monitors budget compliance by department — automatically. Finance leadership starts each day with a current financial summary rather than requesting one. Monthly close reporting is generated from continuously maintained data rather than assembled from scratch.
Anomaly Detection
Financial Anomaly Detection Agent
Detects unusual transactions, delayed payments, budget overruns, and non-conforming expenses across all ledgers in real time. Flags are generated at the point of occurrence — not discovered in the audit cycle weeks later. Each flag is accompanied by contextual evidence for immediate review.
Cash Flow Forecasting
Smart Cash Flow Forecasting Agent
Uses machine learning to predict cash flow, working capital requirements, and capital needs based on current transaction patterns, payment timing data, and contractual commitments — providing forecasts that reflect operational reality rather than historical averages.
Investment Research
Investment Research Intelligence Agent
Synthesizes financial statements, market data, operational metrics, and management commentary from multiple sources into structured investment analysis packages. Analysts receive pre-synthesized intelligence rather than raw data requiring hours of manual work.
ESG and Governance
ESG Compliance and Reporting Agent
Aggregates ESG and governance metrics from operational, HR, and sustainability systems — tracking performance against benchmarks, flagging reporting gaps, and generating disclosure-ready reports for investor requirements and regulatory submissions.
Natural Language Interface
Conversational Finance Agent
Allows finance leaders, CFOs, and investment committee members to ask questions about financial performance in plain language and receive structured, evidence-based responses instantly. The data work that previously took an analyst hours is completed in seconds.
30%
Of analyst time consumed by searching for and cleaning financial data — not analyzing it or generating investment insights.
Covasant Investment Agent research, 2024
$187K
Cost of replacing one junior investment analyst — representing the cost of the manual data work that AI should be doing instead.
HR industry benchmarks, 2024
70%
Reduction in financial close cycle time when AI automates consolidation, reconciliation, and report generation.
InvestIQ deployment outcomes
5×
More investment opportunities evaluated per analyst when AI handles first-pass financial synthesis and data preparation.
Customer outcomes, 2024
Every organization making financial decisions at speed needs InvestIQ.
InvestIQ is configured for your specific ERP environment, financial reporting framework, and investment analysis workflows. You go live with automated financial intelligence within weeks — not a multi-year transformation program.
CFO and Finance Function Transformation
Stop spending the close cycle gathering data. Start every day with a current financial picture.
InvestIQ automates daily P&L reporting, balance sheet monitoring, and budget compliance tracking — giving finance leadership a current financial summary each morning without analyst effort. Monthly close reporting is generated from continuously maintained data, cutting cycles from weeks to days.
CFOs and Financial Controllers
Investment and Private Equity
Evaluate more opportunities faster — with AI handling the data synthesis that limits your deal flow.
InvestIQ deploys the Investment Research Intelligence Agent to synthesize financial statements, market data, and operational metrics from multiple sources into structured analysis packages. Your investment team receives pre-synthesized intelligence rather than raw data. Evaluation cycle time drops. Deal flow capacity increases without adding headcount.
Investment Committees and Private Equity Teams
Financial Risk Management
Surface working capital risks and financial anomalies while there is still time to act on them.
The Anomaly Detection Agent monitors all financial transactions continuously — flagging duplicate payments, budget overruns, unauthorized transactions, and working capital deterioration signals as they occur. Your risk function receives current financial risk intelligence, not the post-period summary that arrives at audit committee time.
CROs and Risk Management Teams
ESG Reporting and Investor Disclosure
ESG disclosures assembled from your operational data automatically — consistent, defensible, and submission-ready.
The ESG Agent aggregates environmental, social, and governance metrics from your operational, HR, and sustainability systems — tracking performance against benchmarks, flagging reporting gaps, and generating disclosure-ready reports for investor requirements and regulatory submissions without manual data assembly.
CFOs and Sustainability Leaders
Connects to the enterprise systems you already run.
ERP Integration
Financial Systems
Reporting Layer
Market Data
HR and Expenses
Sustainability Data
Three ways InvestIQ transforms your financial intelligence operation.
InvestIQ connects to your ERP and financial systems, automates the reporting workflows your finance team currently builds manually, and delivers investment-grade intelligence at the speed your decision-making requires.
01
Finance Technology and Analytics Teams
Build your own financial intelligence platform on CAMS.
Your team has the financial domain expertise. CAMS provides the agent infrastructure. Build financial intelligence specific to your ERP environment, reporting framework, and investment analysis workflows — with governance and auditability built in from day one.
- Agent Studio for custom financial workflow automation
- Pre-built connectors to SAP, Oracle, Workday, and major financial systems
- AgentEval to validate financial models before they influence reporting
- Full audit trail for every financial intelligence decision and report generation
- Agent Control Tower for continuous monitoring of financial AI agents
02
CFOs, Investment Leaders, and Finance Executives
Deploy InvestIQ, configured for your financial systems and reporting requirements.
InvestIQ is production-ready. We connect it to your financial systems, configure the reporting templates to your governance calendar, and calibrate the anomaly detection to your specific financial environment. Live with automated financial intelligence within four to six weeks.
- ERP and financial system integration with your specific data sources
- Reporting configuration aligned to your board and audit committee calendar
- Anomaly detection tuned to your financial control environment and risk thresholds
- Investment analysis templates configured for your specific deal evaluation process
- ESG reporting configuration aligned to your investor and regulatory requirements
03
Private Equity and Investment Organizations
Build your own investment intelligence platform on CAMS — specific to your fund strategy and portfolio.
A custom portfolio company financial monitoring platform, a deal evaluation intelligence system, a fund-level risk aggregation product. You bring the investment domain knowledge. We build the agentic AI solution on CAMS — governed, auditable, and specific to your investment strategy.
- Portfolio company data connectivity across your entire fund portfolio
- Custom financial performance benchmarking models for your sector focus
- Investment committee reporting tailored to your governance process
- Risk aggregation across your portfolio with LP-ready reporting packages
- Ongoing model improvement as your portfolio evolves and market conditions change
Questions CFOs and investment leaders ask us
If your question is not here, our team will answer it directly.
Talk to a Specialist →How does InvestIQ handle our specific ERP configuration and chart of accounts?
InvestIQ is configured to your specific ERP setup during the implementation engagement. The CAMS Data Ingestion layer normalizes financial data from your chart of accounts, cost center hierarchy, and legal entity structure — regardless of the ERP version or customization level. Most standard SAP and Oracle configurations are supported with pre-built connectors. For custom chart of accounts structures, we configure the mapping during onboarding.
How does the anomaly detection distinguish between genuine financial anomalies and expected seasonal patterns?
The Anomaly Detection Agent is calibrated against your historical financial data during the initial configuration period — learning your organization's seasonal patterns, payment cycles, and expected variance ranges before it begins flagging exceptions. The model continuously updates as it learns from how your finance team dispositions alerts, improving precision over time. Typical false positive rates drop below 5% within 60 days of deployment.
Can InvestIQ support multi-entity, multi-currency investment portfolios with consolidation requirements?
Yes. InvestIQ is designed for multi-entity environments with currency consolidation requirements. The platform handles FX translation, intercompany elimination, and multi-jurisdictional reporting frameworks — producing consolidated financial views across your full legal entity structure. For private equity portfolios, InvestIQ can aggregate portfolio company financial data into fund-level reporting without requiring each portfolio company to be on the same ERP platform.
How does the natural language interface work for querying financial data?
The Conversational Finance Agent allows finance leaders and investment committee members to ask plain language questions — "What is our current working capital position versus last quarter?" or "Show me all budget overruns above $100K in the last 30 days" — and receive structured, evidence-based responses with the supporting data. The agent draws on all connected financial data sources simultaneously. No SQL queries or system access required.
What is the typical ROI timeline for an InvestIQ deployment?
Most InvestIQ customers recover deployment costs within the first quarter through a combination of analyst time savings, reduced close cycle costs, and recovered value from detected financial anomalies. For finance organizations processing significant transaction volumes, the anomaly detection capability alone typically surfaces enough recoverable financial exceptions to justify the investment in the first 60 days of operation.
InvestIQ · Built on CAMS by Covasant
Your analysts are spending 30% of their time on work AI should be doing.
See how InvestIQ automates financial data gathering, accelerates reporting cycles, detects anomalies in real time, and gives your investment and finance team the intelligence to make faster, more confident decisions.