Financial Analyst Agent
The Financial Analyst Agent reads your statements and financial model and reconciles them into one normalised set of figures — revenue, EBITDA, margins, ARR, burn, runway and the ratios reviewers check first. It shows the source and a data-quality flag for every number, flags conflicts across documents, and lets a human override any figure or confirm a line-item mapping. Every change recomputes the derived metrics and lands in an audit trail.
Not just a chat bot — a workspace in your deal room
The Financial Analyst Agent lives inside the room as a workspace to reconcile and analyse your financials, with a human-in-the-loop control to override any figure or mapping the agent extracted.
What it does
- Reconciled statutory figures Extracts and normalises P&L and balance-sheet figures into one dashboard of KPIs, trends and ratio health.
- Conflict detection Flags where the same metric disagrees across documents — e.g. audited revenue vs. the model’s run-rate.
- Human-verified, with an audit trail Override any figure or confirm a mapping; derived metrics recompute and every edit is logged.
- Traceable to the source line Every figure links back to the exact statement line or page it was read from.
ARR $18.2M, ~16.5 months runway — but audited revenue ($49.8M) conflicts with the model ($52.9M).
Who it's for
Run your next round on InvestConclave.
We’re onboarding our first customers personally — so the AI agents can start handling the questions you’d rather not answer for the hundredth time.