Finance · AI consulting and implementation
We build tools that process financial documents, draft research memos, and prepare reporting commentary. Figures stay traceable to their sources, and your reviewers approve the conclusions.
What we can build
These are examples of applications we can build or configure. Follow a link for the requirements and delivery details.
The tool compares filings, approved research, and meeting notes, then summarizes the evidence and drafts memo sections with citations and open questions.
The software pulls terms and figures from financial documents and compares them across versions. Discrepancies go to a reviewer alongside the original source.
The software drafts commentary on what changed, using approved financial measures and supporting notes. Each draft links to the figures and evidence a reviewer can check.
Delivery
We connect research documents and financial data so reviewers can check draft analysis against its sources. Calculations stay in the approved financial model.
We separate the reporting and research the software supports from financial judgments, which stay with your reviewers.
Before automating anything, we check definitions, adjustments, dates, and which source is authoritative.
With the team responsible for the review, we follow discrepancies through correction and approval.
An assessment reviews one workflow, its data, and the likely costs, then recommends whether a build is worth it.
Working together
We work with investment professionals, finance operations teams, and financial software teams.
We agree on the work, price, and acceptance tests before development starts. Larger projects can be delivered in stages.
A focused assessment usually takes 1 to 3 weeks once scope and access are agreed. A focused prototype can take days, and a well-defined release can take weeks when access and decisions are ready. We confirm the schedule after reviewing your systems and access.
Your reviewers approve calculations and financial conclusions. The application support plan covers source updates, access changes, and failed integrations.
How we workEvery important figure can be traced to its source records, calculations, and approved adjustments.
AI evaluation and operationsReviewed extraction examples, research questions with source-backed answers, and synthetic financial records with explicit calculation and relationship rules.
We scope the sources, labels, evaluation cases, and release requirements for your domain-specific AI.
See AI training data servicesWe build fictional records and difficult scenarios for application development, QA, and demos.
Explore test data servicesBuild internal document review and research tools for material that cannot enter external AI services. Keep source records, reviewer permissions, and consequential decisions under your existing controls.
Explore on-premises AI deploymentsYes. Approved calculations and definitions stay as they are. We improve how information is gathered, reviewed, and explained around them.
Not by default. Those decisions stay with qualified people. Automating any part of them would need a clear policy, a responsible owner, review, and controls matched to the risk.
Tell us about the task, the systems involved, and the result you want.