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Convert diverse financial data into informed decisions

Tailor financial scenarios with multimodal data parsing and traceable techniques to de-risk investments, streamline business operations and enhance your competitive position.

Connect analysis with operations

  • A one-stop solution for cleansing and extracting multimodal data including reports, contracts and recordings.
  • Auto-recognize financial document layouts to produce traceable knowledge chunks.

Decision-ready industry insights

  • Combine entity extraction with semantic and context-aware structures to locate and interpret statutes from massive reports, cases and contracts.
  • Each response cites its source, enabling one-click navigation to the original paragraph or clause.

Research and risk workflows

  • Integrate natively with mainstream financial data sources to support research and decision-making.
  • Agent execution is transparent from data retrieval through to analytical conclusions, building trust in every response.

Granular access control

  • Real-time document-level ACLs enable fine-tuned control, ensuring users' access to data is precisely scoped to their organizational privileges.
  • Implement granular, multi-level isolation (tenant, department, role and project-level), enforcing strict static and dynamic security boundaries.

Use cases

Research assistant

A query "Analyze NVDA recent quarter AI revenue" triggers retrieval from internal reports, external research and raw data, culminating in an AI-generated citeable brief.

Sales compliance assistant

Check sales scripts and product recommendations against regulatory and institutional rules in real-time to reduce sales compliance risks.

Post-investment tracking assistant

RTrack portfolio companies' finance, operations and risk signals, then generate traceable reports to support informed decision-making.

Compliance and audit assistant

Consolidate regulatory documents and internal rules, enabling auditors to quickly locate compliance evidence.