Automate real analyst workflows, not just chat.
FinAI turns filings, market-data feeds and internal models into finished comps, KPI packs and IC memos in minutes.
Trusted by
Why analysts are drowning in manual work.
KPI extraction from filings
Hours spent manually parsing 10-Ks, 10-Qs, and earnings transcripts to build comparable company tables.
Trading comps and precedents
Repetitive data gathering from CapIQ and PitchBook, reconciling multiples, and formatting to house style.
IC memo drafting
Synthesizing research, market data, and internal models into investment committee-ready narratives.
Formatting to house templates
Manual copy-paste into PowerPoint decks and Excel models that follow firm-specific conventions.
A workflow engine built for finance, not a chatbot.
Three pillars power every FinAI automation
Knowledge
Connects to filings (SEC, Companies House), S&P CapIQ / PitchBook, news feeds, and internal data rooms. Real-time access to the sources analysts already use.
Memory
Learns each firm's templates, naming conventions, and source hierarchy. Adapts to your house style, not the other way around.
Execution
Multi-step automation: scrape → extract → reconcile → compute → write → deck. End-to-end workflows, not just Q&A.
Key workflows automated
Click any workflow to see the step-by-step process
Built for front-office finance teams
Boutique IB
Small teams executing complex M&A and capital raises without the analyst bench of bulge brackets.
PE / VC funds
Investment professionals screening deals, building models, and preparing IC materials under tight timelines.
Corporate development
In-house M&A and strategy teams managing deal flow, comps, and board presentations.
Independent consultants
Deal advisors and fractional CFOs delivering institutional-grade analysis to clients.
Why FinAI vs generic AI tools
ChatGPT and Claude are great for brainstorming. FinAI is built for production-grade deliverables.
Structured outputs
Generates tables, models, slides, and memos—not just free-text responses. Ready to present or hand to clients.
Licensed data + filings
Uses your CapIQ/PitchBook subscriptions, SEC filings, and internal models. Full audit trail for every data point.
Analyst-grade accuracy
Cites sources, shows retrieval path, and flags conflicts. Built for diligence, not just speed.
Security & data
Enterprise-grade security for sensitive financial workflows
Bank-grade security
SOC 2 Type II, encryption at rest and in transit, regular penetration testing.
SSO & role-based access
Integrate with your identity provider. Control who sees what data and workflows.
No model training on your data
Your filings, models, and internal data never train our AI. Full data isolation.
Works on top of your existing CapIQ/PitchBook licenses. We don't replace your data providers—we make them more productive.
Simple, transparent pricing.
Start with a pilot on your existing CapIQ or PitchBook license. Scale as your team grows.
Starter
Students, independent consultants, early-career bankers
What you get:
- KPI extraction
- Basic comps automation
- Memo drafting
- Monthly usage limits
Huge volume, low-touch onboarding. Funnels users into Pro tier as workflow needs grow.
Pro
Small teams (3–20 users) at boutiques, advisors, analyst teams
What you get:
- Full workflow automation
- Team workspace + workflow memory
- Priority model updates
- Higher usage thresholds
Mid-market engine of ARR. Higher retention due to embedded workflows. Early adopter firms need workflow memory + formatted output.
Enterprise
Banks, asset managers, consulting firms, corp-fin teams
What you get:
- Full automation suite + dashboards
- SOC2-grade security & audit logs
- SSO, RBAC, custom integrations
- Dedicated account manager
Highest compliance & security. Enables ARR scaling into £1m+ range. Multi-year commercial partnerships.
All plans work on top of your existing CapIQ, PitchBook, FactSet, or Refinitiv license. FinAI is a workflow layer, not a data reseller. No new vendor to manage.
Built for enterprise finance.
Bank-grade security, vendor partnerships, and compliance—so you can trust FinAI with your most sensitive workflows.
Enterprise-grade security
SOC2 Type II certified, encryption at rest and in transit, regular penetration testing, and full audit logs for compliance.
SSO & role-based access
Integrate with your identity provider (Okta, Azure AD, etc.). Control exactly who sees what data and workflows.
No model training on your data
Your filings, models, and internal data never train our AI. Full data isolation and inference-only usage.
Vendor-approved integrations
Deep partnerships with CapIQ, Refinitiv, PitchBook, and FactSet. FinAI increases usage of your licensed data, not replaces it.
Full audit trail & citations
Every number is traceable: source, document, page, extraction step. Built for diligence and regulatory review.
Compliance-ready
ISO 42001 roadmap, GDPR/CCPA compliant, EU data residency options, and full documentation for vendor reviews.