Financial Analyst Agent
The Financial Analyst Agent reads financial statements and reconciles them across periods and documents. It shows the source of every figure, flags conflicts across documents, and lets a person correct any figure with a required reason. Derived metrics recompute, and every correction is recorded.
The workspace
Not just a chat bot — a workspace in your deal room
The Financial Analyst Agent lives inside the room as a workspace to reconcile and analyse your financials, with a human-in-the-loop control to override any figure or mapping the agent extracted.
What it does
- Reconciled statutory figures Extracts and normalises P&L and balance-sheet figures into one dashboard of KPIs, trends and ratio health.
- Conflict detection Flags where the same figure disagrees across documents, for example revenue from operations in the audited accounts against the MIS pack.
- Human-verified, with an audit trail Correct any figure with a required reason. Derived metrics recompute, and every correction is recorded and traceable to the printed line.
- Traceable to the source line Every figure links back to the exact statement line or page it was read from.
What it produces
Financial dashboardReconciled figuresConflict flagsAudit trail
Who it’s for
Ask the room. Get the page.
Early access comes with personal onboarding: a person from our team walks you through your room.