top of page

GenAI-Powered Financial Intelligence

Turn earnings calls, broker reports, and spreadsheets into instant, decision-ready insights for analysts, PMs, and investment teams. 

Screenshot 2025-10-14 at 4.52.17 PM.png

Real-time earnings intelligence

Juggling IDEs, Databricks UI, documentation, and CLI tools, shatters focus and productivity.

Multi-format ingestion & fusion

Unifies live audio, PDFs/presentations, and Excel models; extracts key data points, ratings, and signals into one view. 

Model-aware recommendations

Compares your financial models against call takeaways and broker notes, flags discrepancies, and suggests updates with rationale. 

Analyst-ready
outputs

Auto-builds concise summaries (Executive Summary, Q&A, Sentiment, Stats & Numbers, Conclusion) and consolidated analyst consensus. 

Real-time earnings intelligence

Juggling IDEs, Databricks UI, documentation, and CLI tools, shatters focus and productivity.

Multi-format ingestion & fusion

Unifies live audio, PDFs/presentations, and Excel models; extracts key data points, ratings, and signals into one view. 

Model-aware recommendations

Compares your financial models against call takeaways and broker notes, flags discrepancies, and suggests updates with rationale. 

Analyst- readyoutputs

Auto-builds concise summaries (Executive Summary, Q&A, Sentiment, Stats & Numbers, Conclusion) and consolidated analyst consensus. 

7151962_24124 1.png

Our Solution in Play

The 4 Models of The Solution

Screenshot 2025-10-14 at 4.56.22 PM.png

Earnings Call Intelligence

Joins live earnings calls using meeting credentials, transcribes with speaker IDs, and delivers real-time summaries and sentiment for immediate action. Inputs: live audio. Outputs: transcript, instant brief, sentiment, stats. 

Screenshot 2025-10-14 at 5.02.38 PM.png

Document Analysis & Insight Generation

Parses brokerage house reports to detect ratings, sentiment, and key data; auto-creates structured briefs and a consolidated Analyst  Consensus.  Inputs: PDFs/docs. Outputs: extracted signals, summaries, consensus.

Screenshot 2025-10-14 at 5.04.03 PM.png

Financial Model Synchronization & Recommendation

Evaluates your Excel models against call and broker insights, highlights deltas in assumptions, and recommends precise model updates with rationale. Inputs: models, transcripts, reports. Outputs: discrepancy map, update suggestions. 

Screenshot 2025-10-15 at 12.16.56 PM.png

Longitudinal Trend Analysis

Tracks historical calls and reports to surface shifts in management tone, priorities, and keywords—building a time-series view of narrative change. Inputs: historical transcripts/reports. Outputs: trendlines, thematic shifts.

Looking for scalable AI solutions?

We will respond to you within 12 hours

We'll sign an NDA if requested

Access to domain specialists

Get a free consultation today.

bottom of page