New compliance frameworks are increasing in scope and complexity. ESG managers and legal teams spend weeks collecting inputs from portcos, validating documentation, and formatting reports for SFDR, ILPA, or AIFMD. Delays, gaps, and inaccuracies are common. Beam AI’s Compliance Agents automate ESG workflows and regulatory reporting. They pull data from surveys, emails, and public sources, validate KYC documents, assess policy gaps, and generate traceable, audit-ready disclosures. The result? More than 90% faster data collection and consistent, regulator-aligned reporting across jurisdictions.
Beyond Basic Automation: The Agentic Advantage
Most ESG solutions offer static forms or reporting templates that still require manual wrangling.
Beam’s agents act as digital compliance analysts. They extract ESG data from structured and unstructured sources, validate submissions, and produce disclosures with embedded audit trails. They also track document expirations and recommend updates based on policy gaps.
⇒ And they connect seamlessly with other parts of your compliance stack.
Pair KYC Checker Agents with Onboarding Agents to ensure investors are validated upfront. Combine Disclosure and SOP Agents to automate annual reporting cycles from start to finish.
Key Capabilities of AI-Powered ESG Compliance
Teams gain:
ESG data extraction from surveys, portco reports, and public filings
SFDR, ILPA, and AIFMD-aligned disclosure generation
Document validation with expiry alerts and compliance checks
Policy gap analysis and auto-generated action plans
Compliance dashboards tailored to LP and internal governance needs
How Our Platform Transforms Compliance Workflows
Accelerated ESG Data Collection
Pulls inputs from multiple formats and sources with no manual chasing.
Audit-Ready Disclosures
Generates regulator-aligned reports with clear traceability.
Proactive Compliance
Alerts for document expirations, missing submissions, and policy issues.
Flexible Integration
Works with compliance trackers, IR tools, and fund admin systems.
The Future of ESG and Compliance Automation
We’re building agents that act like your virtual compliance team.
Coming soon:
AI-generated policy recommendations based on LP mandates
Real-time ESG performance benchmarking by portfolio segment
Embedded compliance scoring across reporting frameworks
تصفح وكلاء الذكاء الاصطناعي الآخرين لدينا لأتمتة العمليات بشكل وكيل
