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Start working with the AI analyst that has the largest financial analysis toolbelt and can handle nearly any query for financial firms. Start having AI work for you today, so you can focus on more meaningful work.
Executive
Most Popular
Best for smaller teams or individuals.
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Expert AI Financial/Investment Analyst
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Automated Financial Modeling (3 Statement Models, DCF, & LBO)
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Customized Research/Equity Reports
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Valuation and Cash Flow Analysis
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Excel Handling
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Custom PowerPoint Handling
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Chart Generation
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Understands PDF, Images, Excel & PPT Files
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Reliable Data Sources (EDGAR, BLS, FRED, etc.)
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Secure Data Storage and Processing
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Report Scheduling and Automation
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Unlimited Queries
Enterprise
An Enterprise solution designed for you to make an impact on large teams
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Everything in Executive +
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Customized Financial Modeling Automation
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Customized Workflow Integration
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AI Portfolio Monitoring
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Larger Memory: Remembers Past Projects
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Organizational Knowledge
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Available through various channels (dashboard, email, etc.)
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Accessible for Your Entire Organization