SEE IT RUN
Financial Document Analysis, step by step
What goes in, what the agent does, and what your team gets back, with every figure linked to its source.
The problem
Half your analysis time is spent on the document, before any thinking happens.
Hours re-keying numbers from PDFs
Inconsistent formats across every deal
Anomalies missed in manual review
Financial data siloed across deals
WHAT’S INSIDE
From raw document to structured analysis.
Data extraction
Balance sheet, income statement, cash flow and custom schedules pulled from scanned PDFs, decks and Excel.
Financial spreading
Line items mapped and normalised into standard P&L, balance sheet and cash flow templates.
Anomaly detection
Margin swings, unusual line items and period-on-period breaks, flagged with the page they came from.
Ask the analyst
Ask about any figure and get the answer with its source, or a draft narrative summary.
Multi-document context
Financials read alongside covenants, MIS and KPI packs, loan agreements and CIMs, to catch what one document hides.
Portfolio aggregation
Key metrics rolled up across companies, with concentration risks and trends flagged.
Highlights
The intelligence layer for every financial workflow.
Proprietary AI extraction engine
Intelligent anomaly detection
API-driven integration
Automated Financial Spreading
Get started
Upload a financial document. Get structured data in seconds.
Any format. Any accounting standard. Extracted, spread, and anomaly-checked.
