Financial statement analysis
Full ratio analysis, cash flow assessment, and trend identification — from uploaded statements or linked source.
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SPECIALIST AGENT Finance Agent Agent
Financial statement analysis, company valuation, covenant compliance review, and financial due diligence — with structured output that feeds directly into deal and litigation workflows.
Capabilities
Full ratio analysis, cash flow assessment, and trend identification — from uploaded statements or linked source.
Credit facility covenant tracking with headroom calculation and breach alert — across the full capital structure.
Company valuation grounded in comparable transactions and DCF — structured for M&A pricing and litigation damages.
Workflow
Submit financial statements or connect to data source. Agent ingests and structures the financial data.
Ratio analysis, trend review, covenant check, and valuation model produced with full workings.
Financial output feeds into M&A pricing, DD red flags, or litigation damages quantification directly.
Guardrails
Source-span requirements for legal and factual claims.
Citation validation before outputs are treated as decision-ready.
Approval gates for legal, financial, regulatory, and reputational action.