Telona
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The agent

It works like your best analyst.
It's wired like a vault.

Your agent runs the back office in the background — and it can't move your money. It prepares. It verifies. You approve. Always. Nothing moves until you say so.

See it runWalk the pipeline

Read-only by design. It never sleeps — and it never touches your money.

The Telona agentWealth-operations · read-only · on duty 24/7
0payment rails it can ever touch
100%money-adjacent actions gated on your approval
1hash-chained record behind every claimed action

The loop

Prepare. Verify.
Then you approve.

Every money-adjacent task runs the same three beats. The first two are the agent's job. The third is yours — and nothing you can turn on will change that.

01 Prepare

Prepare

Your agent reads the notice and drafts the action, laying out its reasoning line by line — what it found, where each value came from, and what it still needs from you.

Shows its work
02 Verify

Verify

Then it checks the work: the amount against your commitment, the deadline math, the sender domain, and the wire block against prior calls. Anything off gets flagged for you — never buried.

Flags anomalies
03 Approve

Approve

Then it stops. The prepared action waits for you, one tap away. Nothing money-adjacent moves until you say so — and no setting hands that decision back.

You decide — always

Its reasoning, live

It shows its work.

No black box. Your agent narrates every step as it goes — what it fetched, what it matched, what checked out, and the one thing that didn't. When something looks wrong, it says so out loud and stops for you.

Working — cyan
Verified done — lime
Flagged for you — red
custodia · agent — capital-call review
Fetching Meridian RE Fund III capital-call notice…
Parsing amount, due date and wire block from source doc
Matching against commitment record… remaining $310K ✓
Deadline math verified · sender domain authenticated ✓
Receiving bank differs from last 3 calls — FLAG
Drafting hold-and-verify script for your approval

The action ledger

Computed done. Not asserted.

Every action your agent claims is written to a per-tenant, hash-chained ledger — each entry sealed against the one before it, so the record can't be quietly rewritten. When it says a task is done, that claim links straight to its entry. You can check the chain — you never have to take its word.

Prepared capital-call review · Meridian RE Fund IIIsha256 9f2c…a41d ← prev 3b70…c8e2
Reconciled distribution · Riverstone Fund IIsha256 c1e8…77ba ← prev 9f2c…a41d
86%
This week, verifiedEvery row here links to its ledger entry.
  • Reconciled distribution — Riverstone Fund IIVerified against bank record · entry #4471+$12,400
  • Chased missing K-1 — Bluegate StorageThird reminder sent · entry #4470
  • Filed reminder — Delaware annual reportChecklist assembled · entry #4468

The boundary

Three things Telona will never do.

Move fundsYour agent has no payment rail and no write access to your accounts. It prepares the wire script; you execute it at your bank.
Hold custodyTelona never touches your assets. Every connection is read-only — we see your balances and documents, never the keys.
Give adviceIt runs the back office. It won't tell you what to buy, sell, or allocate. Telona is software, not an advisor.

No setting turns this off. It isn't a policy we could relax on a bad day — it's how the agent is wired.

See the architecture

The operator that never sleeps.

Start a 14-day trial — no credit card. Connect your accounts read-only and watch your agent get to work. You approve; it does the rest.

See it runSee pricing