Build
Build, refine, and ship projects that encode your team's expertise. Designed for the Finance Transformation Architect: deep in the domain, hands-on with testing, accountable for accuracy.
Audience: builders (the heroes)
Project kinds
The platform has three kinds of project, each shaped around a different work pattern. The left nav at the product surfaces them with the same icons used here.
Projects→Open-ended assistance. The analyst chats, the project pulls from its context, and the conversation evolves.Apps→A published runbook that processes work items end to end. Builders publish, analysts review.Data Collections→Grounded, queryable views of your enterprise data that projects can call by name.
Foundations
Shared context→Memories and verified logic that compound across the workspace.Project context→Files, memories, skills, MCP, integrations, attached Data Collections, email templates, and schemas.Document intelligence→Teach the platform to read a class of document, validate it against plain English rules, and cite every value back to the page.Skills→Reusable capabilities any project can call by name.Verified actions→Discrete operations your team has reviewed and approved for the agent to take.Build patterns→Patterns we have seen scale across finance customers.FAQ→Common questions builders ask when shipping their first projects.