Agent StudioGoverned AI for confidential financial workflows
Brexy is built for financial institutions, investment banks, dealmakers, advisors, and enterprise teams that work with sensitive documents, live mandates, investor relationships, and high-value decisions. Security is not an add-on. It is part of how the platform is designed.
Security by design.
Governance by default.
Brexy is an AI-native deal execution platform designed for teams that need speed, precision, and control. The platform is built around four core principles.
Protect sensitive financial information
Encryption in transit and at rest, workspace separation, and least-privilege access keep confidential data protected.
Keep users in control
Human approval checkpoints, role-based permissions, and configurable governance ensure users remain in command.
Make outputs explainable
Source references, citations, reasoning panels, and edit history make every AI output reviewable and traceable.
Enterprise governance from day one
RBAC, audit trails, admin controls, and private deployment options support enterprise-grade governance out of the box.
Controlled access
for serious teams
Brexy is designed for firms where not every user should see everything. Access is structured around roles, teams, workspaces, mandates, documents, and workflows.
Role-Based Access Control
Users receive permissions based on their role. Analysts upload and draft. Senior bankers approve. Admins manage teams and settings.
- Team and workspace-level access
- Admin-only configuration areas
- Controlled access to sensitive documents
- Least-privilege access principles
Secure Document Handling
Built for confidential financial content including pitch decks, data-room materials, call transcripts, legal documents, and deal records.
- Secure document processing
- Controlled workspace access
- Separation of customer workspaces
- Monitored platform activity
Knowledge Base Governance
Admin-controlled Knowledge Base ensures Brexy Agent produces outputs consistent with firm standards, tone, and governance requirements.
- Admin-only access
- Document templates and sample materials
- Brand and formatting rules
- Policies and disclaimers
Brexy with guardrails
Brexy is designed to feel like a powerful AI associate, not a passive search bar. It analyzes documents, understands deal context, generates drafts, and supports financial workflows with built-in guardrails.
For sensitive workflows, Brexy can be configured so outputs require review before they are finalized, exported, shared, or used externally.
Brexy supports
Source-grounded AI outputs
Financial teams need to know where information came from. Brexy is designed so AI-generated work can be reviewed, traced, and improved.
Trust controls for AI outputs
Human approval checkpoints
Brexy is built for human-in-the-loop execution. External-facing outputs and sensitive workflow actions can require approval before completion.
Actions that may require approval
Secure connectors
and user security
Brexy connects with enterprise systems while maintaining governance. Users have visibility and control over their account security.
Secure Connectors
Connectors for Google Drive, OneDrive, Dropbox, Fireflies, and data-room sources with enterprise governance.
- Secure authentication
- Limited permissions
- Monitored connector activity
- Clear data flow review
User Security Settings
Multi-factor authentication, active session review, login history, and secure profile management.
- MFA setup
- Active session review
- Login history
- Password management
Auditability
Visibility into user actions, AI outputs, workflow steps, document usage, approvals, and administrative changes.
- User activity tracking
- Document uploads and access
- Workflow execution history
- Administrative changes
Private AI
deployment options
Different institutions have different requirements. Brexy supports private deployment options where sensitive data stays within approved environments.
Secure cloud deployment
Enterprise cloud configurations with dedicated resources and isolated environments.
Private cloud deployment
Deploy within your own cloud infrastructure with full control over data residency.
Dedicated enterprise environments
Single-tenant environments isolated from other customers for maximum control.
Self-hosted LLMs
Use private or self-hosted Large Language Models to keep all data in-house.
Scheduled task governance
Brexy supports recurring AI workflows while keeping users informed about what was run, when, and where results were delivered.
Scheduled task controls
