Produce expert-level financial analyses in your organisation's own format within minutes, even from annual reports spanning hundreds of pages.
Expert Financial Insights in Minutes
Traditional financial analysis is slow, manual and inconsistent. Analysts spend hours reading annual reports, reconciling figures and drafting commentary – time that could be better spent on judgement, edge cases and portfolio strategy.
Financial Analysis Suite takes the outputs from the Financial Spreading Suite and, where available, supporting documents such as annual reports, and turns them into structured, analyst-grade conclusions tailored to your organisation's methodology.
Key Capabilities
Seasoned Analysis You Can Trust
Auditable Insights
Effortlessly handle annual reports with hundreds of pages, by summarising key disclosures and management commentary, surfacing credit-relevant company insights, breaking down figures, drivers and trends, with clear source references – such as page numbers – for every key point.
Automated Scorecards
Build directly on figures and key ratios from the Financial Spreading Suite to automatically calculate quantitative risk ratings, fully customised to your organisation's scorecards by portfolio, sector or region.
Bespoke Expertise
Deliver analyst-grade commentary shaped by decades of real-world credit expertise, with AI trained under seasoned credit executives, fully customisable focus areas, ratios and angles of analysis, control over report wording and structure, and support for meaningful analysis even when disclosures are limited.
Take Your Team to the Next Level
Upskill your credit analysts at scale. Financial Analysis Suite combines automation with the judgement of experienced credit professionals – fully aligned to your organisation's approach to assessing credit risk.
