Features
Automated extraction of financial metrics from PDFs and spreadsheets
Anomaly detection and trend analysis in historical financials
Industry benchmarking and peer comparison
Risk flagging for accounting inconsistencies
Customizable report templates for due diligence outputs
Multi-currency and IFRS/GAAP support
Natural language query over financial documents
Collaboration with shared workspaces and annotations
Integration with virtual data rooms (e.g., Ansarada, Intralinks)
Version comparison for red-line financial changes
Export to Excel, PDF, and PowerPoint
Role-based access control for sensitive data
Natural language AI writes Python, SQL, formulas, charts
Live data connectors: Postgres, MySQL, Snowflake, BigQuery, QuickBooks, Plaid
MCP support for AI agents (Claude, Cursor, ChatGPT)
API for reading/writing cells and triggering AI runs
Import CSV, Excel, PDF, Google Sheets
Scheduled tasks for automated data refresh
Conditional formatting and merged cells
STOCKHISTORY function for financial data
Images and embeds in spreadsheets
AI-generated code with explanations that are editable
Collaborative sharing with repeatable insights
Folders for organizing files
Python, SQL, JavaScript, and formula cells
Agent Sync to link apps and APIs into spreadsheets
SOC 2 and HIPAA certified
