YourDefinitiveAIGrowthPartner.
Sort AI is a consulting and delivery partner that deploys agentic AI infrastructure for fast-moving B2B and enterprise companies — turning complex workflows into scalable, intelligent systems.
We've tried every AI tool on the market. Sort AI is the first that actually understood our workflows — not just our data. The agents they built replaced an entire research function in six weeks.
The audit automation Sort AI deployed has transformed how our partners spend their time. We're doing more reviews, at higher quality, with the same headcount. That's a first in this industry.
Builtforindustrieswhere precision matters.
Every capability is engineered for firms where errors are costly, compliance is non-negotiable, and time-to-insight is a competitive edge.
Agentic Operating System
The foundation layer for deploying, orchestrating, and monitoring AI agents across your entire operation. Manage dozens of autonomous agents running in parallel — with full audit trail, rollback, and human-in-the-loop controls.
Investment Banking Intelligence
Autonomous agents for deal origination, M&A due diligence, valuation modelling, and pitch deck generation. Compress weeks of research into hours without compromising depth.
Accounting & Audit Agents
AI-native workflows for accounts reconciliation, audit sampling, tax provision analysis, and regulatory filings. Built for Big 4 rigor — with every decision documented and explainable.
Advisory Intelligence Layer
Client intelligence agents that synthesize market signals, track relationship history, and auto-generate tailored briefs before every engagement. Advisory teams focus on judgment — agents handle the legwork.
Manufacturing Operations AI
Agentic systems for supply chain risk monitoring, predictive maintenance scheduling, quality control escalation, and procurement intelligence. Keep production lines running with agents that never sleep.
Enterprise Agent Orchestration
When one agent isn't enough — orchestrate multi-agent pipelines across departments, systems, and data sources. Workflow graphs, conditional logic, human approval gates, and cross-system integrations out of the box.
Fourlayers.Zero compromise.
Each layer is independently deployable. Use the full stack or integrate with existing systems via our open APIs — deployed in your cloud or on-premise.
CORE
Data & Document Ingestion
Ingest structured and unstructured data at scale — financial models, contracts, audit files, sensor feeds, ERP exports. Sort AI normalises everything into a unified semantic layer that agents can query, reason over, and act on.
Agentic Reasoning Layer
The intelligence core. Purpose-built LLM orchestration with financial and operational domain knowledge baked in. Agents plan multi-step tasks, use tools, delegate to sub-agents, and know when to escalate to a human.
Workflow Execution Engine
Where agent decisions become real actions. Integrates with your existing systems — CRMs, ERPs, document management, email, Slack — and executes approved actions with full auditability and rollback capability.
Compliance & Explainability Layer
Every agent decision is logged with reasoning, confidence scores, and data citations. Built for regulated environments — investment banking, audit, advisory — where every recommendation must be defensible.
BeforeSortAI.After Sort AI.
Real engagement data across investment banking, audit, advisory, and manufacturing clients.
Resultsthatmove industries.
Five engagements across investment banking, audit, manufacturing, advisory, and private equity. All under NDA — client names modified.
Compressed 6-week due diligence into 3 days — across 12 simultaneous deals.
Deal teams were drowning in data room review. Sort AI deployed a multi-agent diligence system that ingests thousands of documents, flags material risks, drafts CIM sections, and builds financial summaries — autonomously, overnight.
Automated 81% of manual audit sampling. Zero restatements across two full cycles.
The firm needed AI that operates within strict regulatory frameworks with full explainability. Sort AI's audit agent stack integrated with their existing ERP and produced audit-ready documentation — with every sampling decision documented and attributable.
Predictive maintenance agents cut unplanned downtime by 58% across 14 facilities.
With operations across Europe and Southeast Asia, manual sensor monitoring was impossible at scale. Sort AI deployed factory-floor agents that watch live telemetry, predict failure windows, and auto-schedule maintenance — before production stops.
Client intelligence agents cut partner prep time by 4 hours per engagement.
Partners were losing billable hours to pre-meeting research — CRM mining, news synthesis, relationship mapping. Sort AI's advisory intelligence layer now auto-generates a full client brief, stakeholder map, and talking points 90 minutes before every engagement.
Portfolio monitoring agents reduced quarterly reporting from 6 weeks to 4 days.
The fund's reporting cycle required analysts to manually pull data from 22 portfolio companies, reconcile formats, and draft commentary. Sort AI's portfolio agents now do this continuously — surfacing risks in real time and auto-drafting LP reports.
Weunderstandyourindustry.We build for it.
Sort AI was founded with one conviction: the industries that power the global economy are still running on processes built before AI existed.
We don't build generic AI tools. We go deep into investment banking, accounting, advisory, and manufacturing — mapping exactly where senior talent is spent on work that agents can do better.
The result is firms that move faster, make sharper decisions, and deploy their best people only on the work that actually requires them.
Agents over automation
We don't build scripts that run on schedules. We build agents that reason, adapt, and escalate — so your teams deal only with what actually requires human judgment.
Deep niche, not breadth
We work exclusively in investment banking, accounting, manufacturing, and advisory. Domain depth is what separates genuinely useful AI from generic wrappers.
Explainability as a feature
In regulated industries, a black box isn't acceptable. Every agent decision Sort AI produces is logged, attributed, and auditable — compliance-ready from day one.
"The firms that will define the next decade of finance aren't waiting for AI to mature. They're deploying it now — in the workflows where hours are lost, margins are compressed, and talent is wasted on the repeatable."
Riz Shehzad founded Sort AI after years working directly with financial institutions, accounting practices, and advisory firms — watching high-calibre teams spend the majority of their time on research, reconciliation, and reporting that could be handled by well-designed agents.
With deep experience navigating the complexity of financial sector client relationships — from deal teams to audit partners to C-suite advisory — Riz built Sort AI specifically to address the problems he saw firsthand: not generic AI adoption, but purpose-built agentic infrastructure that earns the trust of regulated, demanding industries.
Questions every leader asks before they start.
Most firms pick a lane — strategy decks or off-the-shelf tools. Sort AI does neither. We work inside your organization to design workflows, build, and deploy AI systems and infrastructure that directly increase revenue or reduce operational cost. The difference is that we understand exactly what your business needs before anything gets built. Strategy without execution is a slide deck. Tools without context are overhead.
Readytodeployagentsthat actually work?
We work with a focused set of firms each quarter to ensure
deep integration and real results. Start with a 90-minute
session with our solutions team — no slides, just your workflows.
Request Access
For qualified firms only. All sessions are confidential.