Drop in your statements, contracts and KYC files. Clause sorts them by year, month and kind, embeds them, and routes every question through a panel of finance-trained agents — with citations, charts, and a side-by-side canvas you can read.
Platform
PDFs, statements, ledgers, contracts, KYC files. Auto-sorted by year, month, and kind on upload.
Every answer is grounded in your own documents, with the source page, paragraph, and confidence shown.
Data analyst, risk auditor, policy drafter, forensics, sanctions, disclosures — pick one or chain them.
Ask for a chart, get a chart. The model emits structured viz blocks rendered natively in the canvas.
Documents, analysis, and charts live in a side panel. Read the source while the model explains it.
Row-level isolation in Supabase. Your files, your embeddings, your audit trail. No shared models.
Agents
Cleans, joins and segments uploaded files. Returns charts, tables, and outliers without you writing SQL.
Reads policy docs and transactions, flags control gaps against AML, SOX, MiFID II, FATF, OFAC.
Drafts and red-lines internal policy and procedure documents grounded in your existing material.
Pattern-matches structuring, layering, and rapid-movement signals across ledger uploads.
Cross-checks counterparty names and identifiers against OFAC, UN, EU, UK consolidated lists.
Turns evidence and findings into board-ready reports, SAR narratives, and regulator submissions.
Canvas
The canvas opens beside the chat. Documents, tables, charts, and findings live there — cross-referenced to the answer on the left. No tab switching. No copy-paste. Click any citation to jump to the exact paragraph it came from.
§4.2 Customer Risk Rating. All onboarding flows shall assess geography, industry, ownership structure and product type prior to account activation.
Where the rating is High, EDD must include source-of-wealth verification and senior- management sign-off within 5 business days.
Pricing
Workspace
Single seat. 100 documents. Six agents. Canvas. Visualizations. RAG citations. Bring your own model key.
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Multi-seat workspaces, shared data rooms, audit log export, SSO, dedicated embedding pipeline, and on-prem-friendly deployment.
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