For finance
Reporting that shows its working
Recurring reports, performance review, forecasting, and diligence. Every number an answer quotes carries the source it came from, which is the part that matters when someone challenges it.
Producing the report takes a day; defending a single figure in it takes another.
15 ready-made procedures for this work
Every one of these is a real published skill, in every account from day one. Open any of them to read exactly what it does before you run it.
Prepare a Recurring Finance Report
Prepare a recurring operational finance report from approved portals, exports, files, or spreadsheets; apply accepted source-to-output mappings, validate the result, surface exceptions, and produce a review-ready file or draft handoff.
Review Financial Performance
Review financial performance against an accepted budget, forecast, prior period, prior year, or other baseline; validate comparability, explain material drivers, and identify evidence-supported implications.
Build a Financial Forecast
Build or update an assumption-led financial forecast using accepted actuals, operating drivers, scenarios, cash flows, and runway where relevant.
Write an Investment Memo
Turn company research, meetings, diligence, market evidence, and the investor's own criteria into a clear, source-linked investment memo or decision record.
Conduct Investment Due Diligence
Investigate the material questions behind a startup or private-company investment and produce a source-linked diligence record with findings, contradictions, risks, and unresolved questions.
Organize Receipts and Bookkeeping
Gather invoices, receipts, and payment evidence from approved email, vendor portals, files, and records; build a traceable transaction register; separate missing, duplicate, or ambiguous items; and prepare the next finance review or handoff.
Brief a Regulation
Turn a published law, regulation, enforcement action, regulator decision, or official guidance into a structured briefing covering scope, legal status, obligations, penalties, dates, applicability, and practical implications for a defined audience.
Build a Client Engagement Brief
Convert accepted consulting, agency, advisory, or internal delivery work into a dependable engagement brief covering scope, stakeholders, milestones, evidence requirements, communication, systems, risks, dependencies, and client-data constraints.
Compare Across Jurisdictions
Compare how the same legal or regulatory question is treated across multiple jurisdictions in a like-for-like structure, showing where regimes converge, diverge, conflict, or lack direct equivalents and what those differences mean operationally.
Create a Client Proposal
Turn an RFP, discovery conversation, qualified opportunity, or defined consulting engagement into a clear, review-ready client proposal or statement of work covering the problem, intended outcomes, approach, scope, deliverables, responsibilities, timeline, approved fees, assumptions, exclusions, dependencies, and terms.
Monitor a Portfolio Company
Review and track material changes at a portfolio company using current public sources and approved internal context.
Research a Legal Question
Research a legal question in a specified jurisdiction using authoritative secondary sources to orient the analysis and primary law to verify the answer.
Research an Investment Opportunity
Build a concise, source-linked view of one startup or private-company investment opportunity, including preliminary thesis fit, important changes, contradictions, risks, and questions worth resolving next.
Review the Investment Pipeline
Review an investment pipeline to identify priority opportunities, stalled decisions, missing evidence, ownership gaps, and the next actions that matter.
Turn Client Research into Recommendations
Transform client research, interviews, quantitative data, engagement context, and source material into evidence-backed options, a defensible recommendation, and a decision-ready memo, presentation, workshop artifact, or supporting analytical model.
Connect these first
You do not need all of them. One source is enough to tell whether an AI that knows your company is different from one that does not, and the free tier includes three.
Try it on your own company
Connect one source and ask it something only your team would know. No card, and the free tier does not expire.