Full-Time
AI-driven financial workflow automation SaaS
$140k - $180k/yr
New York, NY, USA
Hybrid
Four days on-site per week; Fridays are remote.
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Farsight AI builds an AI-powered SaaS platform that automates financial workflows for financial institutions, especially investment banks. It automatically generates strategic materials such as pitch decks, comps, and financial models by integrating with a firm’s CRM data, historical deals, and institutional knowledge. The product works by leveraging AI models (including Azure OpenAI) to analyze existing data and predict analytical needs, producing documents in advance so professionals can focus on higher-value work. It differentiates itself by tailoring automation to the finance domain and pre-creating complex materials from a firm’s own data, rather than providing generic document generation. The company’s goal is to speed up decision-making and improve data-driven strategies, helping firms compete more effectively through streamlined, higher-efficiency workflows.
Company Size
11-50
Company Stage
Series A
Total Funding
$16M
Headquarters
New York City, New York
Founded
2022
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Unlimited Paid Time Off
Remote Work Options
Company Equity
S&P Global Market Intelligence has partnered with fintech firm Farsight and made a minority investment in the company. The collaboration will introduce artificial intelligence-enabled workflow capabilities to S&P Global's Capital IQ Pro platform. The AI-based capability will be offered as an add-on to Capital IQ Pro, which provides financial data, research and analysis covering companies, industries and markets. The partnership aims to support the rollout of AI-enabled features on client-facing financial deliverables. No financial details of the investment were disclosed.
From best-in-class workflow automation to industry-leading free-form slide editing through natural languageNEW YORK, Aug. 18, 2025 /PRNewswire/ -- Farsight today announced the acquisition of Presentable AI, marking the next phase of workflow automation in financial services. This strategic move enables Farsight to streamline full PowerPoint slide editing and configuration using natural language, extending its automation leadership.The Evolution of Workflow AutomationFarsight has established itself as best-in-class in workflow automation—handling structured slides, content configuration, and standardized content changes tailored to each firm's standards. Until now, the industry has lacked a solution for true free form slide editing through natural language. Presentable AI's technology changes that, enabling users to configure and edit any PowerPoint slide through simple conversational commands instead of manual manipulation.With this capability, users can instantly make sophisticated changes to completely custom slides, whether restructuring complex layouts, updating intricate data visualizations, or reimagining designs from scratch."We've mastered slide automation, and now we're bringing that same level of sophistication to completely free-form presentations," said Samir Dutta, CEO of Farsight. This represents a major advancement in presentation automation.The Next Phase of Workflow AutomationThis acquisition reinforces Farsight's position as the comprehensive workflow automation leader, now covering both the structured automation it's pioneered and the free form editing capabilities the industry has been waiting for
/PRNewswire/ -- Farsight, the pioneering technology company transforming workflows and insights at financial institutions, today announced its Series A...
Farsight, a New York-based technology company, has raised $16 million in Series A funding led by SignalFire, aiming to revolutionize financial workflows and empower businesses to automate processes and customize features.
With his private-sector experience and with help from Department of Government Efficiency (DOGE) staffers, Bisignano aims to make a technological overhaul of the SSA while staying within its budget request and making human customer service available when needed, The Wall Street Journal (WSJ) reported Monday (June 9). “I think we should get away from focusing on head count to focus on what our objective is, which is to do a great job for the public,” Bisignano said in the report. Using more technology and artificial intelligence to power the SSA’s customer service will enable people to do simple tasks without human interaction, thereby freeing up agency resources for other activities, according to the report