Front office
Deal-to-Trade
Books trades from emails, chats and term sheets.
Deal to booking: hours → under 5 minutes
Map and flows illustrative
Interconnected agents working across front, middle and back office
AI agents for intelligent
AI agents for intelligent
commodity management
Intelligence drawn from interconnected data, enabling faster decisions and enhanced productivity through automation of workflows.
Crude · Gas and LNG · Power · Agriculture · Metals · Renewables
Pick any agent, then act on its recommendation. All data is illustrative.
Outcomes and credentials
What changes on the deskHours → <5 minDeal booking to CTRM trade creation
Days → minutesInvoice and broker reconciliation, per cycle
End of day → real timeCredit limit breach detection
Up and running in weeksFirst agent live in 2-4 weeks · SaaS or on-premise
Typical outcomes reported in the Cogito agent briefs; some are estimates. We agree the measures for your own workflow before go-live.
Built by commodity veterans
The people behind Cogito AI have spent decades inside energy and commodity trading operations and the CTRM platforms that run them.
- Trading-floor experienceFront, middle and back office, across energy, agriculture and metals.
- Commodity semantic layerOne ontology for trades, cargoes, curves and positions.
- On top of what you runWorks with your CTRM, ERP and market data. Nothing is replaced.
Enabling your AI journey
From the first strategy conversation to agents at work in production, and the services that keep them there.
1
Strategy and advisory
Defining an AI strategy built around your business.
2
Data readiness
Integrating, unifying and enriching the data that powers AI.
3
Design and build
Configuring specialized AI, agents and workflows for you.
4
Deployment and adoption
Embedding AI into your business processes.
5
Ongoing services
Security and compliance, optimization and operations.
First agent live in 2–4 weeks, with ROI you can measure
An agent for every desk
Each agent handles one queue end to end and hands the judgement calls to your team. Need another? Custom agents can be built to fit your workflows.
Front office
Hedge Automation
Offsets physical exposure with hedges month by month, and proposes the trade when a month drifts outside policy.
Gap checks: weekly → continuous
Middle office
Credit Risk Monitoring
Measures every counterparty against its limit after each price move, and escalates a breach the moment it happens.
Breach detection: end of day → real time
Middle office
P&L Attribution
Explains why the P&L moved since yesterday, isolating each factor in turn, FX included.
Explaining a P&L move: hours → minutes
Back office
Invoice Recon
Reconciles invoices to deals before payment.
Verification: days → minutes
Back office
Broker Recon
Matches every broker statement line to an executed trade, whatever order it arrives in, then checks lots, price and fees.
Reconciliation: 1–2 days → minutes per cycle
What the agents did before your team logged in
An illustrative night on a crude and products desk. By the time the first trader arrives, the routine work is done and three decisions are waiting.
- Deal-to-Trade agent12 late deals captured and bookedFrom emails and chat, each term checked against the trader's recap.
- Invoice Recon agent1,284 invoice lines reconciledMatched to deals, bills of lading and price assessments. One price break found.
- Broker Recon agentClearing statement matched to 214 futuresOne fee charged above the agreed schedule.
- Credit Risk Monitoring agentExposures re-marked at the morning settleQuenlow Energy moved 3.6m USD over its limit.
- Your teamThree decisions in the morning briefEach with the evidence and a recommended action.
A clear line between what agents do and what people decide
Cogito AI adds a layer of agents between your people and the platforms you already trust. Nothing is replaced, and every action is traceable back to the record.
Decide
Your people
- Approve limit breaches, disputes and adjustments
- Handle the counterparty conversations that need a relationship
- Set the rules, thresholds and controls agents follow
- Answer to the auditor, with a complete trail to show
Do the work
Cogito AI agents
- Read deal emails, confirms, invoices, statements and prices
- Match every line against your CTRM, ERP and market data
- Run the workflow end to end and log every step
- Chase what is outstanding until it closes
Hold the truth
Your systems of record
- CTRM: deals and positions
- ERP: invoices, payments and accounting
- Scheduling: nominations and movements
- Market data, email and documents
Your systems stay the system of record. Agents work between them and your people.
Case study · Broker reconciliation · Energy trading firm
From a three-hour morning match to a five-minute check
The challenge
The operations team spent three to four hours every morning matching broker confirmations by hand, across PDFs, spreadsheets and terminal screens with no consistent format. Fewer than 40% of trades went straight through, and mismatches spilled into settlement failures and counterparty disputes.
What the agent does
- Reads broker confirmations in whatever format they arrive
- Matches each trade field by field against the CTRM
- Classifies every break by root cause and routes it to the right person
- Posts matched trades back to the CTRM, fully logged
Client name withheld. Figures as reported for this deployment.
Built to satisfy the controller and the auditor
- SaaS or on-premiseYour choice of deployment, with role-based access and data kept in your environment.
- Audited and governedEvery action traceable: what the agent read, what it proposed, who approved it, and when. Governed by SOPs and guardrails.
- LLM agnostic, with a sovereign LLM optionFreedom to choose, control to keep.
- Numbers traced to sourceEach number traced back to its data source, be it the CTRM deal, invoice or price it came from.
- Cost optimizedPredictable, usage-aligned costs with no runaway token bills.
| 22:14:02 | agentRead invoice INV-7742source: email inbox, Orvane Marine · model: sovereign LLM, on-premise |
| 22:14:05 | agentMatched to deal D-48213 and B/L 12 Octsource: CTRM deal D-48213, shipping documents |
| 22:14:06 | agentPrice 442.50 against 440.00 contractedsource: contract cl. 7.1, Platts 12 Oct |
| 22:14:07 | guardrailSOP check: a dispute over 50,000 USD needs approvalrouted to: settlements approver, by role |
| 22:14:07 | agentRecommended dispute, 62,500 USDevidence attached: invoice, deal, price assessment |
| 07:41:30 | personDispute approved by the settlements approver |
| 07:41:31 | agentCounterparty notified, payment heldERP payment block set |
Run cost 0.04 USD · within the monthly cap7 steps · 1 approval
Across the commodities you trade
The same agents adapt to the documents, price sources and settlement rules of each market. Typical inputs per market:
Crude and productsCargoes, blending, bunkersPlatts and Argus assessments · bills of lading, inspection certificates
Gas and LNGPipeline, cargoes, capacityTTF, Henry Hub and JKM · nominations, capacity bookings
PowerHourly trades, settlementsExchange and OTC trades · hourly schedules, settlement statements
AgricultureGrains, oilseeds, softsCBOT and Euronext · quality and weight certificates, freight
MetalsConcentrates, refined, LMELME and COMEX · assays, warrants, warehouse documents
Go deeper
Briefs, research and short films on how each agent works.
White paper · PDF · 21 pagesAI for Commodity TradingWhere agentic AI fits in trading operations, and how to govern it.Download
Agent briefs · PDF · 4 pages eachOne brief per agentThe problem, how the agent works, the controls and the outcomes, for each agent.Browse briefs
Videos · about 90 seconds eachSee each agent at workShort explainers: Deal-to-Trade, Credit Risk Monitoring, Invoice Recon, Broker Recon, P&L Attribution, Hedge Automation.Watch
Watch the agents at work
Short films on what each agent does, from the queue it picks up to the decision it hands back. Best with sound on.
Agent briefs
Four pages per agent: the problem, how the agent works, the controls and the outcomes.
Questions trading operations teams ask us
If yours is not here, ask it on a demo call.
Does Cogito AI replace our CTRM?
No. The agents sit on top of the platforms you already run. Your CTRM stays the system of record, and every agent action is written back to it or logged against it.
Which systems can the agents work with?
Agents read and act through your CTRM, ERP, scheduling tools, market data feeds, email and documents. We confirm the exact connections for your stack during the first step.
Who approves what an agent does?
You decide. Approval points follow your control framework, and agents never move money or change a limit without a named person approving it.
Where does our data live?
Cogito AI runs as SaaS or on-premise, with role-based access. Your data stays in your source systems.
What results can we expect?
It depends on the queue. Typical outcomes are shown at the top of this page; on the first call we agree the measures for your workflow and track them from day one.
How do we start?
With one queue. We agree the workflow and success measures, connect read-only, then run the agent alongside your team before it goes live.
See it working on one of your own workflows
Tell us which process slows your team down. We'll show you an agent working on it.
- 1We get in touch to agree a time.
- 2A short call to understand the queue you picked.
- 3A live demo of the agent on a sample of your data.