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Delegate like a teammate
Send work by email or chat—no special interface or prompting required.
Backed by
Backed by
Email 
Paul your work. Get it done, your way.EmailPaulyour work.Get it done, your way.
Hire an AI employee trained on your firm's exact workflows. Same results, in minutes.
Work automated for financial services firms
- Quarterly_Portfolio_Review.pdf
- 2025_Tax_Provision.xlsx
- Investment_Committee_Memo.pptx
- Renewal_Coverage_Summary.pdf
- Credit_Committee_Package.pdf
- Estate_Planning_Overview.pptx
- Household_Cash_Flow_Forecast.xlsx
- Audit_Findings_Deck.pptx
- Portfolio_Company_KPI_Dashboard.xlsx
- Claims_Trend_Report.pptx
- Borrower_Risk_Summary.docx
- Trust_Distribution_Schedule.xlsx
- Client_Allocation_Model.xlsx
- Entity_Return_Review.pdf
- Fund_Performance_Model.xlsx
- Underwriting_Recommendation.docx
- Loan_Pipeline_Forecast.xlsx
- Family_Governance_Memo.docx
- Investment_Policy_Statement.docx
- Monthly_Close_Package.pdf
- LP_Quarterly_Report.pdf
- Producer_Commission_Reconciliation.xlsx
- Servicing_Portfolio_Review.pptx
- Consolidated_Holdings_Report.pdf
Bhivers are AI employees that learn your workflows once and run them fast and reliably, forever.
🌸Pick a name and avatar
Your Bhiver is unique to your firm.
paul@ai.bhive.net
Give Paul examples of your workflows. Get them automated perfectly.Give Paul examples of your workflows.Get them automated perfectly.
Your Bhiver extracts the important data from your input documents into one reviewable master record, then creates your output documents only using that data. So next quarter's numbers, a new applicant's paperwork, and a new client's tax documents get handled the same reliable way, every time.
Input documents
- Client_Statements.pdf
- Risk_Profile.docx
Master record
Household master record- Client
- Walker Household
- Assets
- $8.4M
- Risk band
- Balanced
- As of
- Q2 2026
Output documents
- Portfolio_Review.pdf
- Allocation_Model.xlsx
4 reasons Paul is a great hire.4 reasonsPaulis a great hire.
Hand it work like a teammate. It knows your process, handles your files, and returns the finished output.
Book a demoTrained on your workflows
Give us process docs and examples. Bhive tunes and tests your Bhiver to reproduce the right output.
Understands whatever you send
PDFs, Excel workbooks, CSVs, forms, images—drop in the files and it can read and use them.
Brings you in at the right moments
It only interrupts when it needs your judgment, and always pauses for review or approval at the checkpoints you set.
Why us
AI that delivers, not just suggests.
Most AI tools help you draft or search. Bhive executes the workflows you define and returns the finished document.
Bhive
ChatGPT
Executes your specific workflows
Learns from your examples
Handles your file formats
Delivers auditable output
Works by email or chat
Comparison reflects typical use of general-purpose AI assistants for financial workflow tasks. Specific products may vary.
Paul is built to betrusted with your mostcomplex document workflows.Paulis built to be trusted with yourmost complex document workflows.
Not another chat window to wrestle with. A workflow tuned, tested, and traceable back to source, built for the documents you can't afford to get wrong.
Document extraction
Getting started
Live in four weeks.
We handle setup and onboarding. Your team keeps doing what they do—and so does Paul.
- Process mapped
Learn your process
We map the files, decisions, and outputs your team already uses.
- Workflow tested
Build and test
We tune the workflow against real examples until the results match.
- Ready to launch
Launch and improve
Your team delegates to a named Bhiver while we keep the workflow current.
Who we serve
Built for financial services.
Every vertical has its own document types, logic, and output standards. Bhive handles them all.
Inputs
Client_Statements.pdf.svg)
Risk_Profile.docx
Master record
Quarterly portfolio review
Output
Portfolio_Review_Q3.pdf