Founded by Noah Yin in 2014
Automate financial operations and report generation by delegating tasks through email and chat
Pricing model
Demo
Rating
★ Mixed Reviews
Time to value
Quick Setup (< 1 hour)
You can use Pollen to assign complex financial tasks to a custom digital worker through email or chat. It processes messy spreadsheets, scanned PDFs, and forms to extract required data and generate completed documents like portfolio reviews, tax workpapers, and committee memos. You set checkpoints so the worker pauses for human approval whenever critical judgment is needed. Every generated figure links directly back to its exact document source for straightforward auditing, making routine back-office financial tasks repeatable without manual data entry.
What Pollen does
Pricing breakdown
Pricing model: Book a demo
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