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Generate automated market reports using Finage data

Swiftask connects your AI agents to Finage data feeds. Transform raw market information into actionable strategy reports for better investment decisions.

Result:

Save hours of daily analysis. Get precise financial insights on demand, with zero manual effort.

Manual Finage data processing slows down your reactivity

Market monitoring requires constant attention. Manually extracting data from Finage, compiling it into reports, and interpreting the results is time-consuming and error-prone. Your team spends more time managing data than making strategic decisions.

Main negative impacts:

  • Missed opportunities: Slow manual processing prevents real-time reaction to market fluctuations, causing you to miss critical buy or sell signals.
  • High operational costs: Dedicating analysts to manual data compilation is an inefficient use of your expensive human resources.
  • Inconsistent analysis: Manual reports vary by author, making it difficult to track performance and compare insights over time.

Swiftask automates the retrieval and analysis of Finage data. Your AI agent generates structured, ready-to-use market reports whenever your predefined market conditions are met.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

An analyst logs into Finage daily, downloads data, cleans it in Excel, writes market commentary, and emails a PDF. The process takes 2 hours every morning.

With Swiftask + Finage

Your AI agent continuously queries Finage APIs. As soon as a significant change is detected, the report is generated and automatically sent to your communication channel or CRM.

Set up your Finage reporting in 4 steps

STEP 1 : Define your analysis goals

Configure the Swiftask agent to target the specific Finage indicators relevant to your business (prices, volumes, volatility).

STEP 2 : Link the Finage connector

Integrate your Finage API keys into Swiftask to securely authorize the agent to access data.

STEP 3 : Set generation rules

Define triggers (fixed time or price thresholds) and the desired output format for your reports.

STEP 4 : Automate delivery

The agent processes the data and sends the final report via email, Slack, Teams, or webhook to your internal tools.

Financial analysis capabilities of your agent

The AI agent cross-references Finage data with your benchmarks. It identifies trends, calculates variations, and synthesizes key insights.

  • Target connector: The agent performs the right actions in finage based on event context.
  • Automated actions: Daily summary generation, price threshold alerts, sector performance comparison, automatic data export to structured formats.
  • Native governance: Every generated report is archived in Swiftask for full traceability of your market intelligence decisions.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-finage@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Strategic advantages of automation

1. Faster decision-making

Access synthetic reports as soon as markets open, without waiting for manual compilation.

2. Data reliability

Eliminate the risk of human error in data entry and financial indicator calculation.

3. Increased scalability

Monitor thousands of assets simultaneously without increasing your workload.

4. Technical independence

Modify your reporting strategies on the fly without needing IT team support.

5. Compliance and audit

Ensure the traceability of every analysis produced thanks to Swiftask's centralized history.

Financial data security

Swiftask applies enterprise-grade security standards for your finage automations.

  • API key isolation: Your Finage access credentials are encrypted and securely managed within your Swiftask instance.
  • Granular access control: Precisely define who within your organization can access the reports generated by the agent.
  • Strict compliance: Swiftask adheres to the highest security standards to protect your sensitive financial data.
  • Resilient architecture: A robust system that guarantees the continuity of your market monitoring 24/7.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on operational efficiency

MetricBeforeAfter
Production time2 hours per reportA few seconds
Market coverageLimited to key assetsExhaustive monitoring
Calculation errorsFrequentNon-existent
Rule updatesComplex developmentIntuitive configuration

Take action with finage

Save hours of daily analysis. Get precise financial insights on demand, with zero manual effort.

Track sector trends in real time with Finage

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