Finance and FP&A teams
Analysis you can hand to a committee with the working attached, and an audit trail showing how it was produced.
Industry Intelligence · Finance
GenXFintel
The transparent AI analyst for finance teams.
GenXFintel is a transparent AI analyst for finance teams, currently in development. Finance teams have a specific problem with AI analysts: the answer has to be checkable by someone who was not in the room. GenXFintel is built for exactly that. It shows each agent planning and executing rather than returning a paragraph from nowhere, every claim in a document grid cites the filing it came from, and each run has a token budget it is not allowed to exceed.
In development — join the waitlist
Who it is for
Built for a specific job
Investment and research teams
Cross-filing document grids where every cell cites its source, plus screening and backtesting over your own universe.
Teams accountable for AI spend
Token and API cost tracking with enforced budgets per analysis run, rather than a bill that arrives in arrears.
What it does
Capabilities
You can watch it think
The multi-agent system shows its planning and execution live, so an answer is something you can follow rather than accept.
Cited document grids
Compare across filings with each cell pointing at the document and passage it was drawn from.
Quantitative modelling
Black-Scholes, Monte-Carlo simulation, and VaR and CVaR alongside the language-model work, not instead of it.
Excel models that stay live
Export editable workbooks with real DCF formulas in the cells, so the model keeps working after it leaves the platform.
Screening and backtesting
Portfolio screening and backtests over the data you have connected, not a fixed vendor universe.
Enforced cost budgets
Per-run token and API cost tracking with a ceiling, and support for multiple LLM providers behind an OpenAI-compatible endpoint.
How it works
End to end
Connect what you have
SQL warehouses, REST services, and uploaded documents — CSV, Excel and PDF are parsed in place.
Set the budget
Each analysis run gets a token and cost ceiling before it starts.
Watch the agents work
Planning and execution are visible step by step, with the provider of your choice behind them.
Check the citations
Every grid cell and claim resolves back to the filing or document that produced it.
Take the model with you
Export an editable Excel workbook with live DCF formulas, or keep working in the platform.
Under the hood
Stack and standards
- Multi-agent
- OpenAI-compatible endpoints
- SQL warehouses
- REST services
- CSV · Excel · PDF parsing
Pricing
What it costs
GenXFintel is in active development and pricing has not been set. Join the waitlist and we will come to you before it opens — including if you want to shape what ships.
Questions
Frequently asked questions
What is GenXFintel?
GenXFintel is a transparent AI analyst built for finance teams who have to defend the answer afterwards. It shows each agent planning and executing, and every claim in a document grid cites the filing it came from.
Is GenXFintel available yet?
Not yet. GenXFintel is in active development and pricing has not been announced. There is a waitlist for early access.
How does GenXFintel keep an analysis auditable?
Every step is inspectable. You watch the agents plan and execute rather than receiving a finished paragraph, each claim in a document grid resolves to the filing it came from, and the run's token and cost usage is recorded against its budget.
What quantitative methods does GenXFintel include?
Black-Scholes option pricing, Monte-Carlo simulation, and VaR and CVaR risk measures, alongside portfolio screening and backtesting.
Does GenXFintel control AI costs?
Yes. Token and API cost are tracked per analysis run against an enforced budget ceiling, rather than arriving as a surprise on a monthly bill.
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See GenXFintel on your own data
A demo with your numbers in it tells you more than any page can. If it turns out GenXFintel is not the right fit, we will tell you that too.