Enterprise · FP&A, audit and accounting
Archivist FP&A
Contracts, evidence and peer disclosures for FP&A, audit and accounting teams, read in full and quoted word for word. Run inside your own walls.
Use cases
How we make the line go up
1) Contract, covenant and legal review
Every term, quoted word for word.
- Covenants, limits, triggers and cure rights extracted
- Amendments included, with a change log
- Risk factors compared with last period: added and dropped
- Every clause traced to its source page
2) Evidence and table reconciliation
Reconcile all of it, not a sample.
- Invoices, ledgers and contracts, wherever they sit
- Scans, wet signatures and stitched PDFs read in production
- Each figure checked against the document that states it
- Exceptions come back as a sourced list
3) Peer benchmarking
Benchmark the story, not just the ratios.
- Set the peer set and your close questions once
- Runs on its own through CLI or MCP as peers report
- Margins and guidance with management's own explanation
- Lands as a sourced peer note for the management report
4) Accounting policy research
How the market really applies a judgment call.
- Describe the judgment as you would to a colleague
- Finds the concept however each company words it
- Works across sectors, periods and more than 20 languages
- A full list of companies, each policy quoted in full
5) Disclosure benchmarking
One disclosure, the whole peer set, one table.
- Describe the disclosure topic in plain words
- Peers in rows, questions in columns, up to 100 companies
- Every cell quotes the footnote it came from
- Ready to export in the formats your team uses
Technicals
Your CFO and your compliance team, both at yes
1) The right context
Models need the right context, not more of it.
- Retrieval picks relevant, current, sourced passages first
- Faster, sharper answers from less input
- 99%+ recall@100 against exact nearest neighbour search
- When it is unsure, it says so
2) Deployment
Client data stays inside your boundary.
- Your servers, your cloud or compliant endpoints
- Can run with no outside network access
- Local, private or subscription models, one interface
- One core, a package per desk
- GDPR, GLBA, PIPEDA and KVKK aligned
3) The vault
The best outside model, without your names leaving.
- Names and numbers become code names inside your walls
- The outside model works without knowing who is who
- Real names return on your screen, never outside
- Every outbound call logged; unused when local is enough
4) How it works
An open question becomes an answer you can audit.
- Ask by topic and goal, not keywords
- Scope by company, period, document type and market
- Structured, full text, semantic and graph search combined
- Every statement opens its passage on the same screen
5) Documents first
The hard part is the documents, not the model.
- Signatures, scans and OCR handled in production
- One PDF stitched from eight or more formats, read whole
- Format drift across exchanges absorbed
- A fraction of what cloud conversion vendors charge
6) Access control
What a person can see, their agents see. No more.
- Row level security, decided next to the document
- Permission can narrow through an agent, never widen
- SSO, SCIM and OIDC from your identity provider
- Every access, export and deletion signed and kept
