Feature
Everything you need. Nothing you don't.
Automated financial analysis from QuickBooks to quality of earnings. Transaction-level data, investor-grade insights, and AI that doesn't hallucinate.
Complete Platform Capabilities.
Financial diligence that costs $80K and takes 6 weeks means most firms skip it entirely—or rely on manual Excel that breaks when assumptions change.
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AI Chat
Ask questions in plain English. "Why did revenue drop?" "Flag anything unusual." Every answer powered by algorithms, not AI math.
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Transaction-Level Data
Connect QuickBooks, Xero, Plaid. Every transaction extracted automatically. Drill down to any journal entry.
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IC-Ready Outputs
QofE databooks, valuation models, board packages. Export to Excel. Ready for IC or LP review.
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Automated Data Extraction
Connect QuickBooks, Xero, NetSuite, or upload Excel. Every transaction extracted automatically.
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Formula-Driven Models
Not hard-coded. Every number traces to source. Drill down to any transaction.
Forensic Analysis
Benford's Law. Proof of cash. Revenue verification. Catch manipulation before it costs you.
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Daily Data Sync
Set it once, monitor forever. See changes as they happen, not quarters later.
Custom Templates
Your templates, our data. Full Excel export. Works with your existing workflow.
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Bank Integration
Plaid-connected bank data. Automated proof of cash. No more statement PDFs.
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Unlimited Companies
One subscription. Connect your whole portfolio. No per-company fees.
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Unlimited Reports
Generate as many models as you need. No artificial limits.
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Enterprise Security
SOC 2 Type 1 audited. Bank-level encryption. Your data stays yours.
AI that doesn't hallucinate
The Problem with AI: Most AI tools hallucinate numbers. They make up calculations, invent transactions, and produce confident-sounding answers with no basis in reality. That's unacceptable for financial analysis.
How We're Different: We don't let AI do math. Our proprietary algorithms calculate every number—AI just helps you ask questions and read answers.
- Algorithms Calculate: Every financial metric is computed by formula-driven models, not AI inference
- AI Understands Questions: Natural language processing lets you ask "Why did revenue drop?" instead of writing SQL
- Full Transparency: Every answer includes source citations. Click any number to see the underlying transactions
- Zero Hallucinations: If we don't have the data, we say so. No guesses, no made-up numbers, no fabricated analysis
The Result: You get the convenience of conversational AI with the accuracy of institutional-grade financial models. Ask 100 questions, get 100 sourced answers.
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Integrations
Connect to your existing accounting systems and data sources. Automated data ingestion, no manual uploads required.
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QuickBooks Online
Direct API connection to QuickBooks Online. Automatic transaction sync, real-time updates.
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Xero
Full Xero integration via API. Chart of accounts, transactions, and bank feeds automatically imported.
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Plaid (Bank Feeds)
Connect bank accounts via Plaid. Automated proof of cash reconciliation without manual statement uploads.
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NetSuite
Enterprise ERP integration via Professional Services. Multi-entity consolidation and complex GL structures supported.
Excel Upload
No API access? Upload trial balance or GL export. We normalize and standardize for analysis.
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Custom Integrations
SOC 2 Type 1 audited. Bank-level encryption. Your data stays yours.
None-negotible security.
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SOC2 Certified
SOC 2 Type 1 audited. Your data meets institutional security standards.
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Data Encryption
Bank-level encryption. Data encrypted in transit and at rest.
Continuous Monitoring
24/7 security monitoring. Automated threat detection and response.
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SOC2 Certified
SOC 2 Type 1 audited. Your data meets institutional security standards.