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Custom AI agents for research-intensive, high-stakes knowledge work

Financial management across ledgers, billing and group reports

License financial datasets for personal research or commercial products

Research markets through connected data, news and analytics

Bring market research, news and security monitors into one workspace

Coordinate financial plans with workforce, sales and operating assumptions

Connect reconciliation and journal review with group financial reporting

Test operating assumptions before changing the shared financial plan

Connect applications to financial account, identity, payment, and transaction data through Plaid endpoints.

Manage financial operations and coordinate the work behind each period close

Reconciliation rules with reviewable AI suggestions and match approvals

Match financial transactions and track unresolved differences through sign-off

Build and distribute financial reports across entities and accounting systems

Request market prices and company data through a developer API

Search dividend-focused company reports and compare research estimates

Financial management with ledger dimensions, allocations and controlled reporting

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.

Group close and consolidation with ownership, currency and review controls

Organize machine-learning experiments for quantitative investment research

AI tax research platform for complex federal, state, and cross-border questions.

Keep research notes, papers, quotations, writing, and citations together in a project notebook.

Research and backtest quantitative strategies in notebooks and code

Compare Indian and US stock research by investment horizon

AI business plan generator with three-year financial projections