Product
Two powerful interfaces for financial document intelligence.
Chat
Ask natural-language questions over your entire document library. Every answer includes sentence-level citations so you can verify and audit every claim.
- • Choose your AI model per conversation
- • Persistent chat history per project
- • Source excerpts with page references
Matrix
A spreadsheet interface where rows are documents and columns are extraction prompts. Run analysis across your entire corpus simultaneously.
- • Add custom extraction columns
- • Per-column model selection
- • Export results to CSV
Model selection
Pick the right model for each task. Use GPT-4o for fast Q&A, GPT-4o Mini for high-volume Matrix runs, or Claude for nuanced synthesis (Pro).