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

Free Hong Kong IPO allotment prediction, broker comparison and 35+ financial calculators.

Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.

Accounting-linked forecasts and management reports

Indonesian accounting connected to warehouse and production records

Prioritize project portfolios against resource capacity and compare alternative scenarios.

Query and deliver institutional pricing and reference data

Financial-modeling courses with interview case studies.

Connected budgets, workforce plans and scenarios with configured finance support

Managed books and a connected dashboard for cash and business performance

Enter planning assumptions directly in Power BI and Excel

Design formatted reports and deliver embedded reporting applications.

Combine website logs and browser tracking in a reporting platform with hosted and on-premise options.

Tax determination, electronic invoicing and reporting connected to finance data

Finnish accounting with source documents and shared reviewer access

Organize keyword tracking with tags, filters and reporting integrations.

Financial-sector stories and analysis

Cancer information with practical, financial and accessible-format support routes

Calculate returns, portfolio statistics and allocation weights in Python

Review spending, rollovers and upcoming charges across US accounts

A spending plan built around income and upcoming commitments

Find unusual ledger transactions and organize the follow-up investigation

French accounting entries, bank reconciliation and accountant collaboration

Personal account records and envelope budgets for Apple devices