The tool can handle a wide range of financial documents, including term sheets, prospectuses, fact sheets, offering circulars, regulatory filings and KIIDs. It is designed to work across different document formats and structures without requiring extensive custom configuration.  

Unlike generic AI tools, our extraction process includes multiple validation layers, including format checks and cross-reference checks against authoritative sources. Any uncertain results will also be reviewed by specialist financial data analysts before delivery to ensure reliability.  

Yes, the platform provides complete traceability for extracted data, allowing you to review the original source and maintain a clear audit trail for regulatory, operational and governance purposes. 

No, the platform is designed to handle a wide variety of financial document types without requiring extensive training or document-specific custom set-up.   

Processing times depend on document volume and complexity, but the platform is built to handle large-scale workloads efficiently. In our internal use case, hundreds of fund manager documents were with processed with an average turnaround time of 40 minutes, compared to days when manually handled.  

Data can be delivered in the format that best suits your business. Speak to one of our team to discuss your specific requirements. 

Absolutely, the tool has been designed specifically for financial data use cases by specialist financial data experts. It includes the auditability, validation controls, traceability and review processes necessary to support robust governance and regulatory requirements. 

Generic AI tools can produce inconsistent outputs and often lack auditability and validation controls. Our solution has been built specifically for financial data extraction and combines AI with specialist human expertise, multi-stage validation and full traceability to produce trusted, repeatable results.