Products
Four products, one financial data model
Each product is a different lens on the same tenant data. Import once, and the ledger behind a management report is the same ledger behind a due-diligence finding — with one permission system and one audit trail across all of them.
AI Financial Analyst for SMBs
Small businesses and early-stage finance teams
Turns imported ledgers into management reporting: profit and loss, balance sheet, cash flow, runway, and budget versus actual — with the monthly close as a repeatable process rather than a spreadsheet rebuild.
AI CFO
Finance functions with a forecasting requirement
Driver-based forecasting, scenario comparison, a rolling 13-week cash-flow view, department budgets, and headcount planning. Assumptions are first-class objects you can edit and re-run, not numbers typed into a cell.
AI Due Diligence
Corporate development, advisory firms, and investors
Data-room request tracking, findings with severity and status, and every finding linked to the exact page of the exact document it came from — so a reviewer can verify rather than trust.
AI Hedge Fund Research Assistant
Investment teams and research analysts
Securities, portfolios, and positions alongside research notes and investment theses that record stance, conviction, key assumptions, and the risks that would falsify them.
What they share
One import pipeline. CSV, Excel, and PDF go through the same twelve-stage path: validation, hashing, duplicate detection, extraction, classification, column mapping, a human review step, then a transactional import you can roll back as a batch.
One calculation engine. A gross margin means the same thing in a board report and a due-diligence finding, because it is the same deterministic function with the same declared rounding policy.
One permission matrix. Nine tenant roles resolve through a permissions table, so what an external auditor can see is a data question rather than a code change.