AI financial
workflow
automation
Build custom financial analysis pipelines to
10x your ER, IB, and WM team's productivity
Trusted by leading teams
Benefits
Empower Your Financial Analysis with AI Workflows
Work faster
Complete time-consuming tasks, like analyzing company filings or generating reports, in minutes rather than hours.
Free up your team
Focus on tasks that impact revenue, like developing investment strategies and building client relationships.
Scale without hiring
Analyze a broader scope of companies without hiring more analysts or burning out your employees.
How It Works
Assemble financial analysis pipelines with ease
Drag and drop nodes onto a canvas to create workflows tailored to your financial analysis needs. Connect data sources, models, and outputs to simplify complex tasks into a single flow.
Generate results instantly, at scale
Execute your workflows to produce insights, reports, or dashboards in real-time. Get actionable outputs without manual effort, so you can focus on making better, data-driven decisions.
Automate when and how workflows run
Set workflows to run at specific times, following custom logic or on trigger events, like new SEC filings. Spend less time orchestrating tasks and more time analyzing results.