FinAgent

Automate Financial Statement Analysis with AI

Extract and analyze critical company information and generate customizable reports with FinAgent

FinAgent automates in-depth analysis of financial statements, delivering comprehensive insights, and reducing processing time from days to minutes

what it does

LLM Agent for Documents:

AI trained to dynamically execute comprehensive financial analysis

No-Code, Customizeable Analysis:

Users can easily customize analysis approaches and flow via dashboard

Flexible Document Inputs:

Use Audited / Unaudited Reports; Analyze multiple years at once

Automated Memos/Reports:

Easily configure final reports and summaries (e.g. investment memo)

coverage

FinAgent can process and analyze both quantitative and qualitative information

Business Overview

Leadership Overview

Management Perspectives

Risk Factors

Shareholder Information and Financing Activities

Financial Performance and Outlook

...and more

Value proposition

The FinAgent Value Proposition

Key Customer Pain Points

✕ Existing tools typically facilitate standard, non-configurable analysis, and accept limited document types

✕ No standard financial database for private companies and SMEs

FinAgent addresses these by automating:

✓ In-depth analysis of complex, long-form statements, including over multiple periods

✓ Creation of comprehensive reports and memos (with quantitative and qualitative elements)

how it works

Upload financial statements (single or multi-year)

Run standard analysis templates

Wait for FinAgent to analyze documents

Receive comprehensive summaries and reports

Run additional customized analysis