The platform for modern financial teams

The platformto filter

Your system for turning documents into intelligence. Extract, structure, and query financial data—at scale.

Any PDFScanned or digital document ingestion
Structured dataFrom unstructured financial content
Source-backedEvery answer with traceable context
Unified searchQuery across all documents
Entity-levelCompanies, sectors, relationships mapped
ScalableBuilt for teams and large document sets
Any PDFScanned or digital document ingestion
Structured dataFrom unstructured financial content
Source-backedEvery answer with traceable context
Unified searchQuery across all documents
Entity-levelCompanies, sectors, relationships mapped
ScalableBuilt for teams and large document sets
Capabilities

Everything you need.
Nothing you don't.

01

Ingest any financial document

Upload scanned or text PDFs and extract clean, structured data instantly. Built-in OCR and parsing handle complex financial documents without manual effort.

02

Structure unstructured data

Automatically identify companies, sectors, metrics, and key insights. Turn raw documents into a structured, queryable intelligence layer.

AB
03

Search and query everything

Ask questions across all documents and get precise, source-backed answers. No more digging through reports or scattered files.

04

Visualize relationships and insights

Explore connections between entities, trends, and themes through graphs and interactive views. Understand the bigger picture faster.

Process

Choose according to your needs.
Infinite possibilities.

workflow.ts
1POST /documents/upload
2Content-Type: multipart/form-data
3
4file: report.pdf
Ready
Integrations

Works with everything
you already use.

Built for trends workflow across retail investing and financial research.

YouTube
Expert channels
Research PDFs
Broker reports
Earnings Calls
Transcripts
Expert Feeds
Curated voices
Macro Calendar
Events
Portfolio Watchlists
User tracking
Market News
Sentiment layer
Sector Heatmaps
Trend view
Screeners
Idea discovery
Company Filings
Source documents
Price Alerts
Signal triggers
Knowledge Graph
Connected insights

Build on structured financial data.

Transform financial documents into structured, actionable data.

No credit card required