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The platform

Nine surfaces. One record.

A figure read from page eleven still points at page eleven.

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Start wherever your pain is

Every surface earns its place alone; the compounding is the point.

  • Document intelligence

    Scanned, photographed and mixed-language PDFs into structured text a person has validated.

    Document intelligence

  • Clients & engagements

    Organisations, the people in them, and an audited nine-stage pipeline built on your own catalogue.

    Clients & engagements

  • Statement spreader

    Statements mapped onto a chart of accounts with a page citation behind every figure.

    Statement spreader

  • Ratio & trend analysis

    Fifteen ratios in four suites, trends, common-size and threshold exceptions, computed on read.

    Ratio & trend analysis

  • Weekly pipeline

    Client feeds with voice capture, weekly summaries, and actions that carry an owner.

    Weekly pipeline

  • FDD workbench

    Quality of earnings, working capital and net debt, each adjustment carrying its evidence.

    FDD workbench

  • FP&A studio

    Budget versus actual with driver notes, and a rolling forecast built from stated assumptions.

    FP&A studio

  • The assistant

    Hybrid search over your own work, cited answers, and actions that wait for your approval.

    The assistant

  • Meetings

    Record live or upload a file, a Persian transcript in the moment — readable only by the people who should.

    Meetings
  • Roadmap

    Valuation & deliverables

    Reserved surfaces on the roadmap. We would rather show you the gap than sell it as shipped.

    Valuation & deliverables

Why one record

The cost of a firm's tooling is the copying between it

Most advisory work is not slow because people are slow. It is slow because the same number is typed into a spreadsheet, a memo, a slide and an email, and then defended four times.

Here the number is entered — or read — once. Everything downstream references it, and everything upstream can be reopened to the page it came from.

  • Documents feed spreads; spreads feed ratios, diligence and the forecast
  • Feeds and weekly summaries hang off the same client and engagement rows
  • The assistant searches all of it and answers with links, not paraphrase
  • One versioned API exposes the same record to your other systems
Statements · Spread 1403 · review ready
Account14021403Source
Revenue1,842,0002,146,500p. 7
Cost of sales(1,204,300)(1,388,100)p. 7
Gross profit637,700758,400p. 7
Inventories311,500364,900p. 11
Trade payables(288,400)(341,700)p. 12

What is actually shipped

We publish the contract we test against, and we mark the roadmap as roadmap.

Shipped product surfaces
8
Interface languages
3

English, Persian, Arabic

Versioned public API
1

Additive changes only

Containers to deploy
4

Web, worker, Postgres, Redis

About the platform

  • Can we buy only one module?
    Plans are per seat rather than per module, so every surface is available in every plan. In practice teams switch on two or three, then grow into the rest — nothing forces you to adopt all of it at once.
  • Does it work on a phone?
    Yes. Every screen is built for both phone and desktop, including the feeds, the checklist and the pipeline. Field notes and voice capture are designed for the phone specifically.
  • What is deliberately not built yet?
    Valuation models and generated client deliverables are reserved surfaces on the roadmap, and billing inside the product is a placeholder — invoicing happens outside it today. The About page keeps the honest list.

See it read your own document

Bring one file you already know well. Thirty minutes is enough to tell whether this belongs in your firm.

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