New deal activity detected
Emit a new event for each portfolio company or deal update in the pipeline register.
Rodrigo TeixeiraDeal leadInvestment intelligence & deal analytics
Generating deal memo
Rayssa Leal Notify investment teamHalo Chat
Deal alert + draft investment memo posted
The agent reviewed the deal and completed all checks:
Connect Beacon CRM to Kestrel Flow and automate pipeline hygiene, opportunity tracking and relationship intelligence with agent coordination.
Connect Plume Social to Kestrel Flow and automate audience monitoring, content distribution and real-time conversation analysis.
Connect Halo Chat to Kestrel Flow and automate message routing, team notifications, workflow approvals and intelligent escalation.
Connect Lumen Mail to Kestrel Flow and automate message triage, routing rules, intelligent inbox sorting and client communication.
Connect Convene Meet to Kestrel Flow and automate transcript analysis, participant tracking and follow-up drafting after every call.
Connect Northline Teams to Kestrel Flow and automate channel management, message coordination and org-wide agent handoffs.
Connect Vault Drive to Kestrel Flow and automate file management, document organisation and collaborative review workflows.
Connect Frame Decks to Kestrel Flow and automate deck generation, slide assembly and data visualisation for reporting cycles.
Connect Harbor Pay to Kestrel Flow and automate payment processing, invoice matching, subscription flows and reconciliation.
Connect Crate Commerce to Kestrel Flow and automate order management, inventory tracking and fulfilment reconciliation.
Connect Slate Sheets to Kestrel Flow and automate data entry, spreadsheet analysis, report generation and model refreshes.
Connect Stratus Cloud to Kestrel Flow and automate infrastructure management, data processing and serverless job orchestration.
Connect Ledger Grid to Kestrel Flow and automate data entry, spreadsheet analysis and reporting workflows for finance teams.
Connect Archive Point to Kestrel Flow and automate document management, content organisation and team collaboration flows.
Connect Orbit Growth to Kestrel Flow and automate lead scoring, customer insights, pipeline management and lifecycle nudges.
Connect Relay Desk to Kestrel Flow and automate ticket management, support workflows and issue resolution with full audit trails.
Connect Quill Campaigns to Kestrel Flow and automate email campaigns, subscriber segmentation and audience engagement.
Connect Cohort Network to Kestrel Flow and automate professional content creation, engagement tracking and relationship mapping.
Connect Pagecraft to Kestrel Flow and automate content publishing, community engagement and social workflow reviews.
Connect Signal Ads to Kestrel Flow and automate campaign management, lead capture, list creation and conversion tracking.
Diligence packs that used to take a team of four an entire week now land the same afternoon.
We replaced three separate tools — and cut our workflow costs by 38%. One platform does it all.
18x faster processing. 47% fewer errors. We now screen 4x more opportunities with the same team.
Plug your existing tools into Kestrel Flow. Trigger actions across apps the way you already do — except here every workflow is enhanced with reasoning.
Smart output
Push results into downstream applications through the MCP layer, in context-aware formats with a full audit trail.
1,180+ integrations
Bring data in from 1,180+ sources. Normalise and organise it into a workspace designed for clarity, security and scale.
Structured hub
Incoming data lands in a governed workspace that supports auditability and role-based access from day one.
Suggestions
Reuses proven steps from your workspace (extract text, list items, emit JSON) so nobody starts from a blank canvas.
Governance
Route any step to a human reviewer with a full record of what the agent saw, decided and wrote.
From Ledger Grid to Frame Decks with Agents
Automate the monthly business review. Pull the latest actuals, run a variance analysis against budget and generate a complete MBR deck with charts and written summaries.
From Vault Drive to Trackline with Agents
Continuously audit your contracts. Scan new agreements for non-standard clauses and automatically open a high-priority legal review ticket when a risk is found.
From Polyline to Halo Chat with Agents
Get market intelligence delivered on a schedule. Pull the latest news and pricing for your watchlist, synthesise key events and send a daily briefing to your team channel.
From Docsign to Orbit Growth with Agents
Automate the handover after signature. Extract the commercial terms from a signed agreement and open the onboarding checklist for the account team.
From Slate Sheets to Beacon CRM with Agents
Keep the pipeline honest. Reconcile deal rows against the CRM every morning, flag stale records and write back the corrected owner and stage.
Workflows
Go beyond triggers and actions. Every integration can carry multi-step reasoning of its own.
Table-native
Each row in your table is a workflow starting point, with agents acting directly on your data.
Commands
Skip the branching configuration screens. Simply tell the agents what to do.
Integrations
Connect the tools you already rely on — CRM, ERP, analytics, storage.
Observability
Inspect inputs, tool calls and outputs for any run, then replay it against a corrected source.
Kestrel built the operating system for financial decisions — a new standard for institutional intelligence, made for high-stakes calls.
Request a demo30 minutes
Time saved on invoice processing
92%
“We want Kestrel Flow and AI in general to be the beating heart of the firm. It makes us more productive as a company — liaising with clients, automating routine tasks, even finding new work.”
James TomlinsonManaging directorProductivity increase
41%
“We used Kestrel Flow to automate our diligence process with data extraction and automated analysis. That produced a 41% productivity increase in the first month of use.”
Trey HeathCEO of Westline184
Earnings calls processed per year
2.6×
More data sources in each investment decision
129%
Increase in deals screened annually
Your data stays yours — always. Work with one of the few AI companies that never trains on your content.
Security & trust centreGeneral automation tools are useful when you want apps to react to events in each other. They are built around triggers and simple data handoffs. Kestrel Flow sits at a different layer: it focuses on document-heavy work where the outcome depends on what is inside the file. Its agents read a document, extract what matters, use the information stored in your workspace, then act inside your connected apps. In practice both can live in the same stack — one handles the wiring, Kestrel handles the logic that depends on the contents.
Authorise the app once from the integrations directory, choose the workspaces or folders the agent may reach, and every workflow you build afterwards inherits that scope. Connections can be revoked at any time without breaking existing run history.
Integrations are included with every workspace plan. You pay for the work agents do — measured in completed runs — not per connector, so adding a fourteenth tool never changes the invoice.
Read and classify documents, extract structured fields, compare figures against your own records, draft summaries and memos, and write results back to the source system with a reviewable trail of every step.
A knowledge hub is the governed store of context an agent may draw on — policies, prior deals, templates. Integrations feed the hub; the hub is what makes an agent's output specific to your firm rather than generic.
Book a walkthrough and we will help you build the first one together. See how Kestrel agents automate financial data aggregation, transaction reconciliation and account verification in about 30 minutes.
Request a demo