Swiftask unifies your data coming from Finage. Your teams access consolidated financial information directly in your business tools.
Result:
Eliminate data silos and accelerate financial decision-making with intelligent automation.
AI Agents
finage
Connector finage · Secure OAuth 2.0
Companies handle growing volumes of data via Finage, but these insights often remain isolated. Without centralization, your analysts waste valuable time manually extracting, cleaning, and consolidating files.
Main negative impacts:
Data silos
Finage data remains inaccessible to other company tools, preventing a unified view.
Slow manual processes
Manual import and processing of financial feeds increase the risk of human error.
Limited reactivity
Processing delays prevent immediate reaction to financial market fluctuations.
Swiftask acts as a central intelligence layer. Connect your Finage feeds and let our agents automate the collection, consolidation, and distribution of your financial data.
BEFORE / AFTER
Before automation
An analyst downloads Finage reports daily, processes them in Excel to integrate into a reporting tool. This process takes hours and is prone to input errors.
With Swiftask + Finage
Your data is automatically retrieved via the Finage API, processed by the Swiftask agent, and injected into your reporting or CRM tools in real-time.
1
STEP 1 : Connect your Finage source
Configure access to your Finage data feeds within the Swiftask interface in a few clicks.
2
STEP 2 : Define your processing rules
Teach the AI agent how to filter and structure data received from Finage.
3
STEP 3 : Choose your destinations
Select where consolidated data should be sent (databases, BI tools, messaging).
4
STEP 4 : Activate the continuous flow
Launch the agent. It works in the background, ensuring your financial data is always fresh.
The agent continuously analyzes Finage updates to detect critical changes and relevant trends.
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.
Your data is processed instantly upon receipt via Finage.
Automation eliminates manual input errors.
Add new feeds or change destinations without writing a line of code.
Precisely control who accesses consolidated financial data.
Optimize human resources by automating low-value tasks.
Swiftask applies enterprise-grade security standards for your finage automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
| Metric | Before | After |
|---|---|---|
| Processing time | Several hours per day | Real-time (seconds) |
| Error rate | Significant risk | Near 0% |
| Analyst productivity | Focus on entry | Focus on analysis |
Eliminate data silos and accelerate financial decision-making with intelligent automation.