Features
What the platform does
Grouped by the order you meet them: get data in, compute on it, ask questions about it, report it, and control who can do each.
Getting data in
CSV and Excel import
Delimiter and encoding detection, sheet and header detection, typed preview, and a column mapping step you confirm before anything is written.
Reusable mappings
Save a mapping per source, so a recurring monthly export is mapped once rather than every month.
Rejected rows are reported
A row that will not parse exactly is rejected with the reason, never silently rounded or zeroed. Valid rows still import.
PDF and DOCX analysis
Text and tables extracted with page positions retained, which is what makes a citation point at a page rather than a file.
Duplicate detection
Content hashing catches a file uploaded twice, scoped to your workspace so it reveals nothing about other customers.
Rollback
Every import is a batch. If it was wrong, remove the batch and the prior state returns.
Calculation
Exact arithmetic
Money is stored as exact decimal, never binary floating point. Exchange rates carry twelve decimal places, because rounding a rate to four is a systematic error in one direction on every conversion.
Explicit currency
Every amount is stored with its currency. An amount without one is a number, not a quantity of money.
Calculation traces
Each computed metric returns its inputs and steps, expandable in the interface and reproducible by hand.
Statements
Profit and loss, balance sheet, and cash flow from your general ledger, with period comparison.
Forecasting
Driver-based projections with assumptions recorded as data, so a forecast can be re-run when a driver changes.
Scenarios
Named scenarios with parameter overrides, compared side by side.
AI assistance
Cited answers
Every claim links to the calculation or source document behind it.
Claim types are distinguished
Retrieved fact, deterministic calculation, model interpretation, assumption, and missing information are labelled differently, so you can see which parts are computed and which are commentary.
Streaming responses
Answers arrive as they are produced rather than after a long pause.
Context selection
Scope a question to a period, entity, portfolio, or deal.
Cost visibility
Token usage and spend per message and per month, with a configurable cap that stops rather than warns.
Export to report
Turn an answer into a report section, keeping its citations.
Reporting and collaboration
Report templates
Management, board, and investor formats generated from live figures.
Versions and approvals
Reports are versioned, commentable, and can require approval before being marked final.
Scheduled reports
Generated and delivered on a schedule.
Exports
PDF, Excel, and CSV. Every export is recorded in the audit log.
Alerts
Threshold and change-based rules on any tracked metric.
Notifications
In-app and email, per user.
Governance
Nine tenant roles
Owner, Admin, CFO, Financial Analyst, Investment Analyst, Accountant, Team Member, Read-Only Viewer, and External Auditor.
Permissions as data
What a role can do is a table, so it changes without a deployment.
External auditor access
A scoped, read-only role with audit-log visibility, where every access is itself logged.
Append-only audit log
The application can write entries and read them, and cannot alter or delete them.
Session management
See every active session with its device and last activity, and revoke any of them immediately.
Data export and deletion
Export your data at any time; deletion requests are honoured and recorded.