Lunnoa Automate

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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.