AI chat · Finance

Analyze financial statements by chatting with your PDFs

This AI finance expert reads the invoices, profit-and-loss statements, balance sheets and cash-flow reports you upload, then answers questions about margins, EBITDA, liquidity and trends. It surfaces anomalies and inconsistencies and cites the exact page for every figure, so you can trace each number back to the source.

  • Chat with your PDF
  • 100% private
  • No watermark

See it in action

How the agent works with your documents

Finance & accounting

AI answers grounded in your document

How did the margin evolve versus last quarter?
Finance & accounting

Gross margin clearly improved this quarter:

  1. It rose from 34% to 38% (p. 4).
  2. The gain comes mostly from lower logistics costs.
  3. Personnel expenses stayed flat.

Overall, operating profitability is up without cutting headcount.

What’s the largest expense in the period?
Finance & accounting

The largest expense is marketing, at €1.3M (28% of total operating costs), per the breakdown on page 6.

Next come personnel (22%) and infrastructure (15%). If you’re after margin, marketing has the most room to optimize.

Example prompts

What you can ask

Go from a raw financial PDF to clear metrics and insights.

  • Calculate gross and operating margins from a P&L and explain how they changed.

  • Pull the key liquidity and solvency ratios from a balance sheet.

  • Spot anomalies, outliers or inconsistent totals across the statements.

  • Summarize cash-flow drivers and where the money actually moved.

How it works

Your PDF with AI in three steps.

No installs, no page limits — just your document and the AI, working in seconds.

  1. 01
    Step 1

    Upload your PDF

    Drag it in or browse your files. It's processed securely and never shared.

  2. 02
    Step 2

    Pick a tool or agent

    Summarize, extract data or open a chat with the specialized agent for your document.

  3. 03
    Step 3

    Get grounded answers

    Clear results that cite the exact page — ready to copy, export or keep asking.

Frequently asked questions

Yes. Upload a P&L, balance sheet, invoice or cash-flow PDF and the AI extracts and explains the numbers. It cites the exact page for each figure so you can verify totals against the original document.

Get started now

Get more out of every document.Start with AI.

Upload a document and start chatting, summarizing and analyzing in seconds.