Meet Decisional AI: An AI Agent for Financial Analysts

Tasks like extracting data, creating market maps, and sorting through transcripts and board packs prevent analysts from using the first principles of thinking to generate alpha. Airtable, Dropbox, and email are just a few examples of the internal data silos they face. At the same time, external sources include websites, SEC filings, and private data feeds from companies like S&P. Balancing deep financial work and clerical cross-referencing is difficult, complicated, and time-consuming. There is continual context flipping due to data silos and various information sources.

Meet Decisional, an AI Financial Analyst tool developed to read and comprehend data from many public and private sources. Envision a future where an AI analyst is always available, able to read data rooms, understand emails, and navigate the web. Never again will you have to manually copy a table from a PDF to Excel since Decisional eliminates data silos and handles all the tedious work for you.

Decisional compiles data from your company and other external sources into a knowledge graph, which fuels an intelligent AI agent available around the clock. It aids in discovering previously unseen but critically important facts and patterns. Magic Tables by Decisional will arrange critical metrics, public comps, and rivalry by adding external data such as financing amounts, stage, area, and sector.

With the help of your documents, analysts can create “AI memos” and extract valuable information. Using Decisional, you won’t have to wait 24-48 hours for your offshore crew to finish menial tasks like data extraction. An AI agent then assists in drafting deep, live texts by automatically retrieving and organizing data from underlying sources, ensuring that all citations are properly included.

Key Features

To improve the accuracy and efficiency of financial analysis, Decisional AI provides features such as the ability to create custom knowledge engines, analyze data using AI, streamline workflows, quickly set up models, handle data securely, verify facts, store documents, have flexible query options, and support multiple models.

In Conclusion

Developed to help financial analysts, Decisional AI is an AI-powered platform. It automates data collecting, analysis, and report preparation, simplifying workflows. Decisional AI improves efficiency and accuracy by taking care of the boring parts of financial analysis so analysts can concentrate on the important stuff, like making strategic decisions.