Analysis agents
Configure agents for recurring variance explanations, portfolio notes, diligence packets, and spreadsheet QA.
Financial firms and operating teams
Analysis agents for spreadsheets, exports, and internal workpapers.
Boxwood helps financial teams configure local agents that read approved files, produce reviewable analysis, and generate dashboards from confidential exports. It is built for firms that need control over where data lives and how outputs are approved.
Primary pilot
Spreadsheet and export analysis
A first pilot can turn recurring spreadsheet packs, CSV exports, and internal documents into a local analysis workflow with repeatable checks and human approval before results are shared.
Connect to approved folders containing monthly exports, workpapers, and supporting documents.
Run agents for variance review, exception lists, dashboard preparation, and source-backed summaries.
Produce local dashboards or review packets for CFOs, analysts, and operating partners.
What Boxwood configures
Local agents with human review points.
Local dashboards
Build localhost dashboards from exports and spreadsheets so reviewers can inspect source-linked outputs.
Data connectors
Scope access to local folders, SFTP drops, Drive, SharePoint, and internal exports with audit trails.
Review posture
Practical controls before broad rollout.
Keeps confidential financial documents and exports in a controlled local-first workflow.
Supports auditability around source files, agent runs, dashboards, approvals, and exports.
Designed for reviewable analysis rather than autonomous publication or untracked spreadsheet edits.
Application plus support subscription covers setup, updates, connector work, and first dashboard workflows.
Pilot inquiries
Bring secure AI into the work without turning sensitive files into casual uploads.
Boxwood is sold as an application plus monthly support subscription. Ironwood helps with setup, updates, connector work, and the first agents that prove value for the firm.