AI platform for finance, tax, and compliance

AI that analyzes, assists, and acts.

DataKnobs builds next-generation AI systems that turn financial data into structured intelligence, let users ask deeper questions, and automate decisions through intelligent agents. From market intelligence to tax workflows to financial planning, our products move beyond answers into action.
10x Faster analysis and decision support
90% Workflow automation potential
Real-time Signals, scoring, and recommendations
Multi-domain Finance, tax, compliance, privacy
Market AI
Tax AI
Planner AI
Compliance AI
Privacy AI
Live platform preview From intelligence to action
World-class AI UX

Stocks Assistant

Bullish Momentum
Momentum 78 Improving execution
CPS 82 Durable strength
Sentiment +12% Options skew bullish
Portfolio Agent
Rebalance suggestions
Tax Research Assistant
Which documents do I still need for this filing workflow?
Missing one 1099 and one K-1. I can continue intake, extract JSON from uploads, and route a profile-specific research flow.
Financial Planner AI
Retirement readiness: On track
Increase Roth contributions by 4% and rebalance emergency reserves to stay aligned with your 10-year goal.
Platform Framework

From intelligence to interaction to autonomous action.

DataKnobs organizes AI into a clear progression: first generate insight, then let users explore it, then let agents act on it. This architecture creates products that are both explainable and operational.
01

AI Analysis

Transform structured and unstructured data into scores, signals, recommendations, and domain intelligence.

  • Earnings and market analysis
  • Tax and document intelligence
  • Risk, complaint, and privacy analysis
02

AI Assistant

Let users ask deeper questions, understand context, and interact with the intelligence in natural language.

  • Interactive Q&A and explanation
  • Scenario and what-if exploration
  • Guided intake and decision support
03

AI Agent

Move from recommendation to execution with autonomous systems that optimize outcomes in the background.

  • Portfolio actions and monitoring
  • Workflow automation and alerts
  • Continuous optimization and follow-through
Why this matters

Most AI products stop at answers. Ours are designed to drive outcomes.

DataKnobs products are built to connect data, reasoning, and action. That means they do not just summarize information — they help users decide what to do next.

  • Structured signals instead of raw data overload
  • Conversational access instead of static dashboards
  • Agentic workflows instead of manual follow-up
Where it applies

One architecture across investing, tax, planning, compliance, and privacy.

The same core framework powers domain-specific products that serve very different workflows, from retail investing to regulatory analysis.

  • Financial intelligence and investment workflows
  • Tax intake, research, and advisory automation
  • Complaint monitoring, privacy rights, and regulatory review
Products

Purpose-built AI products across financial workflows.

Each product is designed around a concrete domain problem, but all of them share the same philosophy: convert complexity into clarity, then turn clarity into action.
AI Assistant
SA

Stocks Assistant

Market intelligence that combines earnings narrative analysis, momentum scoring, company performance signals, and options market intent in one system.

  • AI earnings insights from transcripts
  • Momentum and performance scoring
  • Market interest and sentiment signals
AI Agent
PA

Stocks Portfolio AI Agent

An action layer on top of Stocks Assistant that uses holdings, goals, and market signals to suggest rebalancing, entries, exits, stop-loss logic, and tax-aware moves.

  • Portfolio-aware rebalancing guidance
  • Entry and exit timing support
  • Tax loss harvesting and Roth-aware actions
AI Assistant
TR

Tax Research Assistant

A profile-aware tax workflow assistant that collects the right inputs, ingests a variety of documents, converts them into JSON, and routes LLM and RAG reasoning based on the user scenario.

  • CPA-defined intake questions
  • Document extraction and JSON structuring
  • Optional RAG for broad or custom research
AI Assistant
FP

Financial Planner AI Assistant

A year-round planning companion for individuals and families that supports financial decisions, retirement planning, and next best actions throughout the year.

  • Retirement and household planning support
  • Scenario exploration and prioritization
  • Action-oriented recommendations
Stocks dashboard
Momentum 78
CPS 82
Bullish
Tax workflow
W-2
1099
K-1
Planning assistant
Retirement
Cash Flow
Next Step
Use Cases

Applied AI across financial and operational domains.

Beyond individual products, DataKnobs supports a growing set of use cases where intelligent analysis, assistants, and agents can create leverage.
IN

Investment Intelligence

Understand earnings, execution, sentiment, and portfolio actions through a unified market intelligence layer.

TX

Tax Automation

Collect facts, structure documents, and generate tailored research and guidance with profile-aware workflows.

FP

Financial Planning

Support family finance, retirement readiness, and goal prioritization with an always-available planning companion.

CM

Compliance Monitoring

Audit customer interactions, identify complaint themes, and surface potential regulatory risk patterns.

PR

Privacy & DSAR

Help legal and compliance teams automate access, deletion, and privacy-right response workflows.

EC

E-commerce Analytics

Analyze user behavior, product usage, and buying patterns to improve digital performance and product strategy.

KreateBots Platform

One builder layer behind every assistant, analysis engine, and agent.

KreateBots is the platform foundation behind DataKnobs products. It makes it possible to ingest data, route workflows, structure documents, connect LLM reasoning, and publish AI experiences across web, mobile, and conversational interfaces.

  • Document ingestion from multiple sources and structured JSON extraction
  • Workflow orchestration for profile-aware LLM calls and agent actions
  • Optional retrieval-augmented generation for broad and custom knowledge scenarios
  • Consistent design and delivery across assistants, analysis systems, and agents
Builder system KreateBots architecture
Ingest Upload files, connect sources, extract structured data
Reason LLM calls, profile routing, scoring, and retrieval
Assist Conversational UI, intake workflows, guided answers
Act Agents, automation, alerts, and workflow execution
Web
Mobile
Documents
RAG
Agents
Get Started

Build AI systems that go beyond answers.

Move from insight to interaction to action with DataKnobs. Whether you want market intelligence, tax workflows, portfolio agents, or planning assistants, we build systems designed to create measurable business outcomes.