DillaAI Transformation for Financial Services.
Dilla deploys a suite of custom AI agents built for financial services firms — from portfolio intelligence and deal sourcing to CFO capability, legal review, and process automation. Each agent is configured to your workflows, your data, and your team.
How it thinks
One question. Full picture.
Ask the AI Transformation Agent where to start and watch it map your processes, calculate ROI, and surface a ranked action plan — in seconds.
The Platform
Five agents. One platform. Custom to your firm.
Each agent is deployed as a custom solution — configured to your systems, your data, and your team's workflows. Use one or connect them all.
Portfolio Agent
Live portfolio monitoring, return attribution, and company-level analytics — connected across your entire fund structure. Tracks KPIs, flags underperformers, and surfaces deal-level insights on demand.
- Portfolio Monitoring
- Return Attribution
- KPI Tracking
- Multi-Fund Rollup
Sourcing Agent
Discovers relevant companies, advisors, and experts from proprietary and public data. Enriches deal pipelines and builds curated expert networks for diligence and operational support.
- Company Discovery
- Expert Networks
- Pipeline Enrichment
- Market Mapping
CFO Agent
A senior finance function in one agent. Live FP&A, cash flow forecasting, covenant monitoring, and scenario modeling — connected to your ERP, contracts, and capital structure.
- FP&A & Forecasting
- Scenario Modeling
- Covenant Alerts
- Capital Strategy
Legal Agent
Reads any legal document — term sheets, loan agreements, leases, vendor contracts. Extracts every clause, quantifies financial exposure, and cross-references obligations across your portfolio.
- Clause Extraction
- Financial Exposure
- 50+ Document Types
- Obligation Tracking
AI Transformation Agent
Maps your current operations, calculates automation ROI per process, and builds a prioritised transformation roadmap. Tells you exactly where AI will save time and money — and by how much.
- Process Discovery
- ROI Modeling
- Automation Routing
- Transformation Planning
Custom Solutions
Every deployment is bespoke. We configure, integrate, and train agents to your specific workflows, compliance requirements, and tech stack.
What firms say
Trusted by financial services leaders.
“Dilla helped us make sense of all the noise and harness our institutional knowledge. What used to take a team of analysts a week now surfaces in a conversation.”
COO
$1B Lower Mid-Market Fund
“We got a new lens on how to automate our most laborious operational processes, with an agent we use every day. The ROI was immediate and the setup was genuinely painless.”
General Partner
€250M Private Equity Fund
Integrations
Works with your existing stack.
Connect your ERP, CRM, or HRIS directly. No connector? Drop a CSV and Dilla maps it automatically.
QuickBooks
Xero
NetSuite
SAP
Salesforce
Attio
Workday
BambooHRUpload CSVWho it's for
Built for financial services.
Private Equity & VC
Portfolio intelligence, deal sourcing, and fund-level transformation. Deploy agents across your portfolio companies with unified reporting.
Banks & Lenders
Automate credit analysis, covenant monitoring, and contract review. Transform manual finance operations with custom AI workflows.
Asset Managers
Connected portfolio analytics, investor reporting, and process automation — built to your compliance and regulatory requirements.
FinTech & Growth
AI infrastructure for fast-moving finance teams. Model your cap table, forecast runway, and automate the processes slowing you down.
Pricing
Simple pricing. Start immediately.
Pro
Full access to all five AI agents. Cancel anytime.
- Full access to all 5 AI agents
- Custom workflows for your firm
- ERP, CRM & HRIS integrations
- Contract & document intelligence
- Scenario modeling & forecasting
- Investor deck generation
Enterprise
Custom
Fully bespoke deployment — agents configured to your workflows, compliance requirements, and data architecture.
- Everything in Pro
- Custom agent configuration & training
- Dedicated implementation team
- Group structure, multi-entity, SLA
See it with your own firm's data.
Tell us about your firm and what you're trying to transform. We'll walk you through a custom setup — your agents, your systems, your workflows.