Intellectyx, Inc

Built an AI-driven Virtual CFO Platform that unifies ERP data, analytics, and advisory in a secure multi-tenant SaaS model. Integrated with QuickBooks and Sage, it automates financial reporting and benchmarking using LLM-based advisory and forecasting agents. A chat + voice AI Assistant delivers real-time, contextual insights, with strong governance and compliance guardrails ensuring security, explainability, and tenant isolation.

An Agentic AI Assistant automates break identification, validation, and resolution across Trading System, Clearing House system, and backend Fail Reports, replacing manual reconciliation with autonomous workflows. It uses agents to detect breaks, validate data, and recommend resolutions via Azure OpenAI reasoning, all presented through a single web interface. Initially built for end-of-day reconciliation, it is designed to scale to real-time, compliant, and explainable automation.

Built an AI-driven Decision Intelligence framework on GCP that unified ERP, treasury, and credit data into a single financial model. Using Gemini-powered Agentic AI orchestration, it automated data ingestion, validation, and normalization; applied Vertex AI models for cash flow forecasting, credit exposure, and liquidity optimization; and delivered real-time, scenario-based insights via interactive Looker dashboards—enabling faster, compliant, and ROI-driven decisions for financial institutions.

A secure, multilingual voice agent was deployed to automate both inbound and outbound lead qualification at scale. The system handled complex, context-aware conversations across three languages, enabling seamless engagement with diverse customer segments. It verified lead information, asked dynamic follow-up questions, and assessed intent in real time.

All interactions were automatically logged and synced with CRM systems, ensuring accurate lead status updates, conversation summaries, and next-best actions for sales teams. The agent also integrated with backend systems to validate data, flag high-priority leads, and trigger follow-ups.

Built with enterprise-grade security and compliance controls, the solution ensured data privacy while maintaining high conversational accuracy. The result was faster lead qualification, reduced manual effort, and improved conversion rates across multilingual markets.

Built a multimodal AI agent platform for compliance teams, unifying access to archived emails, attachments, and documents across S3, databases, and internal systems. Agents handled ingestion, semantic retrieval, natural language interaction, and feedback learning, enabling context-aware search, AI-generated summaries, and faster audit readiness.