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SERVICE Finance Agent
Financial AnalysisNumbers That Hold
Financial statement analysis, company valuation, covenant compliance review, and financial due diligence — with structured output that feeds directly into deal and litigation workflows.
Overview
Financial intelligence for legal and deal decisions.
Finance Agent handles financial analysis across multiple contexts: investor and deal team due diligence (financial statements, ratio analysis, cash flow, debt structure), covenant compliance monitoring across credit facilities, and valuation analysis for M&A and dispute contexts.
Output is structured for downstream use — financial analysis feeds into the M&A Agent, Due Diligence agent, and Litigation Agent for damages quantification. EBITDA bridge and restructuring scenario modelling are available for distress situations.
Highlights
Why teams choose Finance Agent
Financial statement analysis
Full ratio analysis, cash flow assessment, and trend identification — from uploaded statements or linked source.
Covenant monitoring
Credit facility covenant tracking with headroom calculation and breach alert — across the full capital structure.
Valuation for deal and dispute
Company valuation grounded in comparable transactions and DCF — structured for M&A pricing and litigation damages.
Workflow
How it works
Upload financial data
Submit financial statements or connect to data source. Agent ingests and structures the financial data.
Analyse and model
Ratio analysis, trend review, covenant check, and valuation model produced with full workings.
Integrate with deal or dispute
Financial output feeds into M&A pricing, DD red flags, or litigation damages quantification directly.
Experience
See Finance Agent in action
Financial analysis dashboard
Covenant tracker view
Activate Finance Agent today
Explore pricing to deploy Finance Agent in your workflow — with source citations, structured output, and professional guardrails.