Financial document intelligence
Automated insights from financial documents
Fine-tune LLMs on reports, filings and calls — extract KPIs, flag compliance issues, and reduce review time for fintechs, accounting firms and investors.
No credit card required • SOC2-ready controls • Built for teams
- Workflows
- Filings, earnings calls, credit agreements and investor decks.
- Use cases
- Portfolio monitoring, deal review, ongoing compliance.
- Teams
- Fintech, accounting, investment and risk teams.
Built for financial document intelligence
- • Centralize reports, filings and agreements in one secure workspace.
- • Configure extraction templates for KPIs, clauses and risk indicators.
- • Route findings to the right reviewers via your existing systems.
Designed for simple integration: API, web dashboard and secure data pipelines.
Accurate extraction
Extract tables, KPIs, clauses and entities with confidence scores from unstructured financial documents.
Compliance checks
Auto-detect risky clauses, missing disclosures and regulatory red flags across your portfolio.
Custom fine-tuning
Bring your own model or use prebuilt financial LLMs tailored to filings, contracts and earnings calls.
Secure & auditable
Encrypted storage, audit trails and role-based access control for regulated teams.