Applied Intelligence for Finance TeamsLevelUp AI
Two ways to bring AI to your finance team — a full orchestration platform for those ready to go deep, and standalone agents for those who want to start fast.
Scroll to exploreMeet Levy
Levy isn't just a chatbot. It's an applied intelligence layer that lives on top of your enterprise data warehouse — orchestrating agents, monitoring your financial stack, and transforming raw data into decision-ready insights.
Join the waitlistContext Aware
Creates a dynamic knowledge graph of your role (CFO vs Sales VP) to filter noise and surface relevant insights.
State-of-the-Art LLMs
Mixture-of-experts architecture: speed for simple queries, deep reasoning for complex analysis.
Zero-Shot Execution
Suggestions aren't just text — they are executable macros that trigger complex data pipelines instantly.
Proactive Nudging
Levy runs in the background and nudges you when metrics deviate from the plan.
Don't know what to ask? Levy does.
The hardest part of using AI is the "Blank Canvas" problem. Levy solves this by proactively scanning your data to suggest high-impact queries tailored to your specific role and current financial status.
Context Aware
Creates a dynamic knowledge graph of your role (CFO vs Sales VP) to filter noise and surface relevant insights.
State-of-the-Art LLMs
Mixture-of-experts architecture: speed for simple queries, deep reasoning for complex analysis.
Zero-Shot Execution
Suggestions aren't just text — they are executable macros that trigger complex data pipelines instantly.
Proactive Nudging
Levy runs in the background and nudges you when metrics deviate from the plan.
Stop driving with the rearview mirror.
Most finance tools only show you what happened yesterday. Levy acts as your Crystal Ball, using predictive modeling to show you where your financials are landing next quarter — before the month even ends.
Scenario Planning
Toggle between Base, Best, and Worst-case scenarios. See how closing (or losing) that one big deal impacts your runway in real-time.
Confidence Scoring
Levy assigns a confidence score (0–100%) to every forecast based on data quality and historical volatility.
Anomaly Correction
Smart enough to ignore one-off events. If you had a random expense spike last July, Levy knows not to project it into future burn rate.
Your 24/7 Financial Watchdog.
Stop manually refreshing dashboards every morning. Levy monitors your entire financial stack in real-time and alerts you the second a critical event happens.
Natural Language Rules
Set up complex alerts using plain English: "Alert me if burn rate exceeds $50k/month."
Multi-Channel Delivery
Get alerts in Slack, Microsoft Teams, and Email so you never miss a beat.
Event-Driven Architecture
Zero latency — hooks directly into webhooks from Salesforce, Stripe, and Banks.
Ready to transform your finance operations?
Meet Levy — your AI finance partner that turns raw data into decision-ready insights, automates tedious workflows, and helps you stay ahead of the curve.
Join the Levy waitlist