Unstructured filings
Value sits in PDFs, statements, and decks that no warehouse query will ever reach.
Solutions / Financial Services
AI That Survives An Audit
Document-heavy workflows automated with citations, access control, and a log your compliance team can actually read.
- Every extracted figure
- Cited
- Access at query time
- Enforced
- Every automated step
- Logged
The problem
What Makes This Sector Hard
The constraints that shape every architectural decision we make here.
Zero tolerance for invention
A fabricated figure in a memo is not a bug, it is an incident.
Access boundaries
Information barriers must hold at retrieval time, not just in the interface.
Evidence on demand
Every automated decision needs a trail a reviewer can follow later.
What we build
Workflows That Earn Their Keep
The highest-volume, lowest-judgement work first. That is where automation pays.
Financial statement analysis
Extract and reconcile figures across periods with each number cited to its source page.
Investment memo drafting
Assemble a first draft from filings, calls, and internal notes for an analyst to refine.
KYC and onboarding
Gather, verify, and flag documentation, escalating anything ambiguous to a human.
Portfolio reporting
Generate recurring client reporting from source systems on a fixed schedule.
Tooling
Typical Stack For This Work
- Anthropic
- PostgreSQL
- Snowflake
- Qdrant
- AWS
- Python
Get started
Let's Build It, Together
Tell us what you are trying to ship. We will tell you the three shortest paths to it, and which one we would actually take.