FSA
Lisa is an AI financial analyst designed to assist users with financial queries and covenant management through prompt-based interactions. Lisa provides accurate, real-time financial insights, helping users make informed decisions, track performance, and monitor covenants effectively. Get increased accessibility to advanced financial analysis, and improve financial management, catering to business owners, financial analysts, investors, and accountants
The system stores all documents on a single platform with multiple integrations. The system enables timely collection of these documents, digitization of relevant documents as well as maintains a searchable repository of the same along with all the meta data.
The platform utilizes Artificial Intelligence (AI) to extract pertinent information from Financial Statements, presenting it in a standardized format. It accurately extracts data from Balance Sheet, Income Statement, Cashflow Statement, Notes, and Schedules and other documents, thus simplifying the analysis process. Moreover, it digitizes credit agreements, offering a calendar view of all events from disbursement and repayment dates to covenant reporting deadlines.
Financial statement analyser extracts data from unstructured PDFs, excel or scanned documents and standardises it. It further analyzes the data and detects anomalies and provides key insights.
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