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FinAIOS · Financial-grade AI operating system

Build your enterprise AI operating systemAdvance the way your business works

FinAIOS brings enterprise knowledge, role-specific agents, business systems and security governance into one AI operating system. Help enterprises and financial institutions embed AI in real workflows and advance their digital transformation.

Ontology, knowledge bases & skills

Documents · SOPs · Professional tools

FinAIOS

Connect knowledge, agents and business systems

Existing business systems

ERP · CRM · OA · API / MCP

Workspaces

FinDesk / FinClip / Web / Collaboration tools

Centralized enterprise control

Serving financial institutions and enterprises

  • Industrial and Commercial Bank of China
  • Bank of Communications
  • Shanghai Pudong Development Bank
  • CITIC Securities
  • Huatai Securities

FINAIOS PLATFORM

From knowledge to execution
Build an enterprise AI operating system

Connect business knowledge and rules, secure execution, enterprise governance, agent runtimes and workplace access in a complete enterprise AI operating system. Combine capabilities around your business needs to improve efficiency with AI.

  1. 01

    Workspaces

    Use AI through desktop applications, enterprise apps and workplace messaging, with familiar interfaces for tasks, review and execution.

  2. 02

    Agent runtime

    Run agents on employee devices and servers, call skills and tools, and maintain sessions, memory and task context.

  3. 03

    Governance & resources

    Manage agent services, models, runtime resources and access centrally, alongside skill review, distribution and version management.

  4. 04

    Control & safety

    Isolate agent execution, protect employee devices, control file and network access, and govern business actions through authorization, approvals and records.

  5. 05

    Knowledge & business rules

    Organize business materials and model concepts, entities and rules to provide searchable, cited knowledge for employees and agents.

Choose your agent runtimes

Host FinClaw through FinHub and connect Hermes through an adapter. On the desktop, FinDesk brings together runtimes such as FinClaw, Hermes, Codex, DeepSeekHarness and Pi-Agent.

Configure your models

Configure self-hosted models and selected model services in an enterprise catalog. Change models as needed while retaining business interfaces, plugins and governance configurations.

Private deployment

Deploy across enterprise data centers, private clouds and employee devices, with enterprise control over model connections, tool configurations, business data and runtime records.

Security & compliance governance

FinSkills Hub scans and reviews skills, FinSAFE constrains execution, and FinGuard holds business credentials, governs critical actions and verifies audit records through hash chains.

AGENTS AT WORK

Built around each role
An AI workspace for real business

Bring business information, professional tools and workflows into one application. Agents help organize information, analyze business data and handle tasks so employees can complete their work in one place.

FinDesk · FinClaw · FinLore

Research, tools and agents in one professional workspace

Bring reports, market data and news into a professional workspace. Agents organize findings and sources while researchers review the results in context.

  • Collect research and market information
  • Use tools to prepare analysis
  • Retain sources for professional review
Explore the solution

WORKPLACE ACCESS

AI wherever work happens
AI can help.

Build an enterprise-owned AI desktop or connect services through existing apps. Give employees familiar entry points to agents and business systems.

FinDeskAn enterprise-owned AI desktop

Your own desktop for business work and AI

Customize branding and interfaces, build business plugins and choose agent runtimes. Keep desktop functionality, releases and policies under enterprise control.

  • Windows
  • macOS
  • Linux
Explore FinDesk
FinClipAI + Super App · Mini-program runtime & management
Super App
  • Account Overview
  • Business services
  • Asset queries
  • Total services

mini-program services

More
  • Client services
  • Membership rights
  • Make appointments.
  • Activity area
  • Partner Business City
  • Living services
  • Home Page
  • Services
  • Mine.
Services in your app

Business services in one place

Keep native features and add business and partner services through mini-programs.

Connect more services through existing apps

Connect business applications and partner services as mini-programs. Develop, release and update services independently, with centralized lifecycle management.

  • Mini-program SDK
  • Cross-platform
  • App management
Explore FinClip
Web access

Use agents in the browser and review tasks and results.

Collaboration tools

Connect Feishu, DingTalk and WeCom for notifications and pending tasks.

Explore workplace access

GOVERNANCE & CONTROL

Centralized enterprise control
Govern how agents run and act

Manage services, skill admission, execution and business actions. Apply permissions, approvals and records throughout the workflow.

FinHub · ENTERPRISE ADMINISTRATION

Run in your own environment

Configure access, model services and runtime instances across private infrastructure and employee desktops, with centralized visibility into tasks and operations.

FDE DELIVERY

Work with your business processes
Deliver AI applications that work

FDE teams work with business, IT and security teams to map workflows, organize knowledge, integrate systems and validate applications with real tasks before handover.

Explore FDE delivery
  1. 01

    Discovery

    Define roles, objectives and pilot scope.

  2. 02

    Workflow mapping

    Map knowledge, rules and system interfaces.

  3. 03

    Integration

    Configure workplaces, skills and policies.

  4. 04

    Pilot acceptance

    Validate results with real business tasks.

  5. 05

    Handover

    Hand over configurations, training and operations.

WHAT WE DELIVER

Deliver usable business applications
With the knowledge to operate them

  • Role-specific applications and workplaces
  • Ontology, knowledge bases & skills
  • System integration and security policies
  • Acceptance, training and operations materials

CUSTOMERS & PARTNERS

Serving financial institutions
and enterprise customers

  • Industrial and Commercial Bank of China
  • Bank of Communications
  • Shanghai Pudong Development Bank
  • Industrial Bank
  • Sino-German Bausparkasse
  • Bank of Langfang
  • Shandong City Commercial Banks Cooperation Alliance
  • Nanyang Commercial Bank
  • Shenzhen Securities Communications
  • Asset Management Association of China
  • CITIC Securities
  • China Merchants Securities
  • Guotai Junan Securities
  • Huatai Securities
  • GF Securities
  • China Securities
  • Shenwan Hongyuan Securities
  • Sinolink Securities
  • CICC Wealth Management
  • Huaxi Securities
  • SDIC Securities
  • Soochow Securities
  • Shanghai Securities
  • Orient Securities
  • First Capital Securities
  • Shanxi Securities
  • Capital Securities
  • Wanlian Securities
  • Founder Securities
  • China Great Wall Securities
  • Guosheng Securities
  • China Fortune Securities
  • Zhongtai Securities
  • China Galaxy Securities
  • Tebon Securities

YOUR NEXT STEP

One AI operating system
Bring enterprise AI into practice

Build on FinAIOS, the financial-grade AI operating system, with FDE support across agent runtimes, business skills, system integration, secure execution and audit governance. Put AI to work in your core business with enterprise control.

For inquiries outside mainland China, contact us by email.

FAQ

FinAIOS FAQs

Product capabilities, system integration, governance and delivery.

What is FinAIOS, and who is it for?

FinAIOS is a financial-grade AI operating system from Finogeeks for enterprises and financial institutions. It brings enterprise knowledge, role-specific agents, system integration and governance together.

Enterprises can configure knowledge, skills and permissions for each role, helping agents organize information, analyze business data, support workflows and prepare system updates, with managed execution and operation records.

Does FinAIOS support private or internal-network deployment?

FinAIOS supports private and internal-network deployment, bringing together workplace entry points, runtime environments, system integration and governance.

Enterprise model services, internal system interfaces and controlled network connections manage data access and tool execution with operational and audit records.

Explore internal-network and domestic IT environments

How does FinAIOS connect to existing business systems?

FinAIOS connects ERP, CRM, office automation, email and ticketing systems through internal APIs, MCP tools and business interfaces.

System interfaces and permissions connect data queries, document preparation, action approvals and result updates within existing workflows.

Explore business system integration

How does FinAIOS govern agent execution and business actions?

FinAIOS governs identities and resources, skill admission, execution environments and business actions. FinHub manages platform identities, sessions and services; FinSkills Hub independently manages skill scanning, review and versions.

FinSAFE controls file, process, network and resource access. FinGuard checks business action authorization and policies, linking employee approvals with execution records.

Explore security and governance

What work can business agents help employees do?

Business agents use role-specific knowledge, skills and tools to organize information, analyze data, check documents and handle workflows.

Examples include preparing research briefings with source checks, reconciling financial documents and reports, or using professional software for modeling and drawings. Employees review the results and approve critical actions in their workspace.

Explore digital employees and role-specific agents

Where can employees access FinAIOS?

Employees access agent services through web pages, the FinDesk desktop workspace, enterprise apps and workplace collaboration platforms.

These entry points support task processing, result reviews, action confirmations and notifications. Enterprise apps use FinClip miniapps to deliver business interfaces and services.

Explore workplace entry points

How does FinAIOS work with large language models?

Large language models provide task understanding, reasoning and content generation. FinAIOS connects these capabilities with enterprise knowledge, business tools and workflows.

The platform manages model access, role-specific skills, business tools, task execution and audit records to bring model capabilities into enterprise workflows.

Explore agent integration and runtime

What does FDE implementation and delivery include?

FDE teams work around specific roles and workflows, covering discovery, process mapping, system integration, pilot validation and operational handover.

Deliverables include role knowledge and skills, system connections, security policies, acceptance records and operational documentation to support continued operation and expansion.

Explore implementation and delivery

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Scan with WeChat to connect with Finogeeks.

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YOUR NEXT STEP

One AI operating system
Bring enterprise AI into practice

Build on FinAIOS, the financial-grade AI operating system, with FDE support across agent runtimes, business skills, system integration, secure execution and audit governance. Put AI to work in your core business with enterprise control.

For inquiries outside mainland China, contact us by email.