Give AI the full financial picture, and a real finance task.
Ask questions, make changes, test assumptions and turn the completed analysis into a report.
More than answers. AI that works with the financials behind them.
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SmallFor individual analysts, founders and advisors.
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MediumFor small finance teams working together in one shared workspace.
LargeFor finance teams managing multiple entities, clients or users.
Questions about what the AI can read, change and produce.
It can work across connected accounts, uploaded files, linked statements, assumptions, scenarios, notes and prior analysis in your workspace. So when you ask a question, the answer comes from the full financial context, not a copied extract.
Yes. Ask it to edit a variable, rebuild a forecast, add a driver, change a formula or create a new case. The change is applied to the working financials and stays visible for you to review.
AI traces its answers back to the relevant statements, drivers and assumptions. It can compare periods, cases and available benchmarks, then show you the numbers behind the conclusion.
Set the audience and purpose. The reporting agent turns the completed analysis into a board paper, investor update, client report or custom deliverable, with the output linked back to the financials it came from.