Features & Capabilities

Built for serious financial analysis.

Francis combines the reasoning engine of frontier AI models with a secure, isolated infrastructure designed specifically for financial operators, analysts, and investors.

Financial Modeling

Connect disparate spreadsheets, clean up messy P&L data, and generate reconciled master models in seconds without writing a single formula.

Deep Filing Analysis

Upload 10-Ks, 10-Qs, and earnings transcripts. Francis instantly pulls key risk factors, management guidance changes, and accounting signals.

Automated Alerts

Set highly specific, event-driven alerts. Get notified in Slack or Telegram the second a watched stock drops or a competitor announces earnings.

Custom Workflows

Build repeatable pipelines for your team. Turn raw data into a polished PDF investment memo formatted to your firm's exact style guide.

Built For Real Work

VP of Finance, growth-stage software company

Needs faster reporting, cleaner models, and fewer manual follow-ups across the team.

Public markets analyst, investment firm

Wants quicker filing review, sharper summaries, and less time spent stitching research together.