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What would you like to analyze?

Transaction advisory · Financial analysis · Legal · Healthcare · Your own data

100% browser-based · Your data never leaves your computer · Powered by FRED & DuckDB

No setup required
AI-powered
Free to start
How It Works

From question to insight in seconds

01

Describe what you need

Type a question in plain English — "Show me inflation vs unemployment" — or upload your own files (CSV, Excel, JSON, Parquet).

02

AI builds the workflow

The AI fetches data, creates SQL transformations, and wires everything together on a visual canvas — automatically.

03

Get your results

Preview data tables, run the workflow, then export to Excel, CSV, or JSON. Iterate by asking follow-up questions.

Use Cases

One tool, endless analyses

From macro research to accounting workflows — describe what you need and let AI handle the rest.

Macro
📈

Inflation & CPI Trends

Track headline vs core inflation, compute year-over-year changes, and spot regime shifts — in one prompt.

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Macro
🏠

Mortgage Rates vs Housing

Overlay 30-year mortgage rates with housing starts to see how rate hikes cool construction.

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Advisory
🔍

Due Diligence / QofE

Upload a trial balance — get variance analysis, EBITDA adjustments, and quality of earnings insights in seconds.

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Finance
💳

Shopify vs Stripe Reconciliation

Upload both exports, auto-match transactions by ID, flag discrepancies and missing payments.

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Accounting
📊

Monthly Financial Statements

Upload your trial balance or GL export. AI builds P&L and balance sheet with monthly columns.

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Finance

AR Aging Schedule

Upload your receivables file, get a current/30/60/90/120+ day aging bucketed by customer.

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Macro
🏦

Treasury Yield Curve

Pull 2Y, 10Y, 30Y treasury rates, compute the spread, and flag inversions automatically.

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Macro
📉

Unemployment vs GDP

Compare labor market slack against economic output. See the Phillips curve in action.

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Legal
📋

Contract Portfolio Analysis

Upload your contract tracker — flag expirations, auto-renewals, missing terms, and concentration risk.

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Healthcare
🏥

Claims Denial Analysis

Upload denied claims — group by reason code, flag high-dollar denials, compare denial rates by payer.

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Analytics
👥

Customer Segmentation (RFM)

Upload transaction history, get automatic Recency-Frequency-Monetary scoring and customer tiers.

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Built for Deal Teams

Your deal team shouldn't spend 40 hours building EBITDA bridges

Transaction advisory teams get trial balances, GL exports, and data room dumps in random formats. Then spend days in Excel — mapping accounts, normalizing periods, flagging adjustments — before the real analysis even starts.

Firms pay $50K+/year for tools like AuditSight to automate this. Upload the same file here, ask a question, and get the answer in 30 seconds. No API integration. No onboarding. No IT approval.

Compare this year vs prior year, flag line items with >15% variance
Calculate adjusted EBITDA excluding one-time items and owner comp
Show monthly revenue trend and flag any anomalies or seasonality
Build a quality of earnings bridge from reported to adjusted net income
Which expense categories grew faster than revenue?

From Data Room to Insight in Seconds

Upload the trial balance export. Ask your question. Get a formatted analysis — no mapping templates, no macros, no pivot tables.

🔒

Confidential by Architecture

Everything runs in your browser. Deal data never hits a server. No NDAs with third-party platforms. No data room breach risk.

📊

Export-Ready for the Deck

Download variance analyses, EBITDA bridges, and trend tables as Excel or CSV. Drop them straight into your CIM or management presentation.

🔄

Every Deal is Different

Hard-coded tools break when formats change. Our AI adapts to any trial balance layout, any chart of accounts, any period structure.

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Built for Legal Teams

Your contract tracker shouldn't require a data analyst

Most legal teams manage thousands of contracts in spreadsheets. Renewals slip through. Risky terms hide in plain sight. Pulling a simple report takes hours of VLOOKUP gymnastics.

Upload your contract tracker CSV and ask questions in plain English. Get instant answers about expirations, auto-renewals, concentration risk, and missing clauses — without touching a formula.

Which contracts expire in the next 90 days with auto-renewal?
Show me all contracts over $500k with liability caps under $1M
Flag contracts with no governing law specified
Group by counterparty — who has the most active contracts?
🔒

100% Browser-Based

Client data never leaves your machine. No cloud uploads, no third-party access. Attorney-client privilege stays intact.

Answers in Seconds

Stop waiting for someone to build a pivot table. Ask "which contracts renew next quarter?" and get the answer immediately.

📊

Export-Ready Reports

Download results as Excel, CSV, or JSON. Drop them straight into client presentations or board reports.

🔗

Works With What You Have

No CLM system required. If you have a spreadsheet with contract data, you're ready. CSV, Excel, JSON — all supported.

Try Contract Analysis Free
🔒

HIPAA-Friendly by Design

Data never leaves your browser. No uploads to third-party servers. Use de-identified exports from your EHR with complete peace of mind.

💰

Find Lost Revenue

Practices lose 5-10% of revenue to denied claims. Spot the patterns — which payers deny most, which codes get rejected, where to appeal first.

📋

Quality Measure Reporting

Pull MIPS and HEDIS reports from your patient roster. Flag care gaps, track compliance rates, and avoid reimbursement penalties.

No IT Department Needed

Epic and Athena have terrible built-in reporting. Export to CSV, upload here, ask your question. Done in 30 seconds.

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Built for Healthcare

Stop losing revenue to denied claims

Every practice manager knows the pain: export claims data from the EHR, open Excel, spend hours building pivot tables to figure out why revenue is leaking. By the time you find the pattern, another month of denials has piled up.

Upload your claims export and ask questions in plain English. Get instant visibility into denial patterns, payer performance, AR aging, and revenue trends — without a single formula.

Which CPT codes have the highest denial rate this quarter?
Show me average reimbursement vs billed amount by payer
Flag all unpaid claims over $500 older than 90 days
Compare denial rates: United vs Aetna vs BlueCross
Which providers have the most revenue trending down?
Simple Pricing

Choose Your Plan

Start free, upgrade when you're ready. Everything runs in your browser.

Free

$0/forever

Perfect for exploring and trying it out

  • 10 AI messages per session
  • FRED economic data (50+ indicators)
  • Upload your own files (CSV, Excel, JSON)
  • Export to Excel, CSV, JSON
  • Visual workflow canvas
  • 100% browser-based
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Pro

$19.99/month

For analysts and power users

  • Unlimited AI messages
  • Everything in Free
  • Upload files up to 100MB
  • Save & share workflows
  • Export to Excel, CSV, JSON, charts
  • Schema + data-aware AI
  • SEC company data (coming soon)
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Enterprise

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For teams and organizations

  • Everything in Pro
  • Unlimited AI tokens
  • Priority support
  • Team collaboration
  • Custom integrations
  • SEC / XBRL company analysis
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