Lunnoa Automate is a self-hosted AI workflow and agent automation platform for Financial Services - specifically Private Equity, Real Estate, Wealth Management, and Banks.
It acts as a business-facing UI layer between complex technology (AI models, APIs, internal systems, data sources) and well-defined business processes, allowing users to automate real-world workflows without needing to understand the underlying technical complexity.
Lunnoa Automate enables organizations to:
• Design AI agents and workflows using a low-code/no-code interface
• Integrate securely with existing enterprise systems
• Maintain full data sovereignty (Self-hosted, on-premise capable)
• Meet regulatory requirements (FINMA compatible, full audit trails)
• Empower business users while keeping IT in control
Target Use Cases by Vertical:
• Private Equity: Capital call processing, fund reporting, due diligence automation
• Real Estate: Lease abstraction, property document processing, asset valuation
• Wealth Management: KYC reassessment, client meeting prep, regulatory reporting
• Banking: Transaction monitoring, client onboarding, credit risk assessment
The platform turns known, repeatable business processes into controlled, explainable, AI-driven automations, purpose-built for regulated and operationally complex financial services environments.
