Analytics & Research
Navigate complex financial landscapes.
Financial statement analysis, company research, valuation, scenarios and evidence-backed interpretation for finance and investment teams.
GOVERNED FINANCIAL ACTIONS + AI FINANCIAL ANALYSIS
Turn financial intelligence into governed action.
FinanceGPT combines generative AI with deterministic quant models so it doesn't just analyse and research markets — it takes the resulting decisions and executes them, giving enterprises an AI built to actually move money, not just talk about it.
Listed on NVIDIA MarketplaceEnterprise Applications · Verify listing
4,9k enterprise accounts
Financial Actions · financial analysis · investment intelligence · quantitative finance · Knowledge · governed AI
Asset Management
Build and monitor investment decisions.
Portfolio construction, risk, model portfolios, performance, tax lots, mandate controls and custody reconciliation in one governed workflow.
Financial Planning
Turn assumptions into an auditable plan.
Forecasts, budgets, liquidity runway, stress scenarios and planning workflows that keep inputs, revisions and evidence visible.
Financial action infrastructure
Analyse. Decide. Act under governance.
FinanceGPT keeps financial analysis, investment intelligence, planning and quantitative finance as the evidence layer beneath action. Analyse statements, test scenarios, research companies and portfolios, then carry the result into governed workflows and Financial Actions instead of stopping at a recommendation.
Balance Sheet Analysis
Cash Flow Analysis
Credit Analysis
Diversification Strategy
Equity Research
Exchange Rate Analysis
Fundraising Strategy
Hedging Strategy
Investment Strategy
Liquidity Analysis
Liquidity Strategy
Profit and Loss Analysis
Stock Price Analysis
Tax Planning Strategy
Technical Equity Analysis
Valuation Analysis
How it works
From financial analysis to governed action in three controlled steps.
Start with source evidence, calculate with the appropriate quantitative method, then govern any action separately through policy, approvals, scoped authority and reconciliation.
Give FinanceGPT the financial context.
Connect an approved system or provide statements, portfolio data, assumptions or another governed source. Missing inputs remain missing rather than being silently invented.
Run analysis, models and scenarios.
Use deterministic finance calculations, valuation, forecasting, risk, simulation, optimization and approved learned models where they fit the problem.
Govern, execute and reconcile.
Finance Copilot can explain the evidence and prepare an action. Payments, collections, trades and other Financial Actions proceed only when policy, approval, connector and scoped authority checks permit them, then return reconciliation evidence.
Financial Actions
Move from financial intelligence to governed action.
FinanceGPT Financial Actions carries a financial decision from evidence and proposal into policy, risk, approval, scoped execution authority and reconciliation. Intelligence can prepare an action; it does not silently become authority to move money or assets.
PolicyT1–T4 riskApprovalsScoped authorityIdempotencyReconciliation
Prepare with evidence
Translate analysis, treasury needs, collection intent, investment decisions or other finance work into a structured action envelope with amount, currency, counterparty and calculation provenance.
Govern before execution
Revalidate authority and policy, assess risk, bind the material scope to the required approval graph and invalidate approvals when the action changes materially.
Execute and reconcile
Where connectors, commercial activation and transaction authority are separately configured, approved actions can proceed through controlled execution and reconciliation rather than ending at a generated recommendation.
The distinction matters: language interprets, quantitative systems calculate, evidence supports the decision, and governed controls determine whether an action may proceed.
Investment portfolio analytics
Research, construct, monitor and govern portfolios.
Use provider-backed market evidence, company research, portfolio risk analytics, model portfolios, stress scenarios, tax lots, mandate monitoring, time-weighted performance and custody reconciliation before an approved proposal enters a separately governed execution workflow.
Company 360Portfolio StudioModel driftTWR performanceTax lotsCustody reconciliation
Governed by design
The model is not the control system.
Language interprets. Quant models calculate. Evidence supports outputs. Policies, approvals and reconciliation control actions.
Portfolio analysisEvidence-linked
Rebalance proposalApproval required
Trade executionSeparate authority
LQM + QLM
Quantitative engines calculate. Language orchestrates the financial system.
FinanceGPT keeps numerical methods, language inference, evidence and execution authority as distinct layers rather than collapsing them into one opaque response.
Large Quantitative Models
LQMs for numerical finance
Deterministic, statistical, econometric, forecasting, simulation, optimization and approved learned model families with explicit inputs, methodology and lineage.
Explore Large Quantitative ModelsQuantitative Language Models
QLMs for governed orchestration
Combine language inference, company and portfolio context, quantitative models, tools, workflows and policy without substituting prose for calculations.
Explore Quantitative Language ModelsAnalytics that remain explainable
Transforming Complex Financial Data into Actionable Insights with AI.
Financial data becomes more useful when the source, calculation and interpretation can be reviewed together. FinanceGPT is designed to turn complex financial information into analysis, charts, forecasts, research and decision support without losing the underlying evidence trail.
01Source evidenceStatements, market data, integrations and governed uploads.
02Financial methodsDeterministic calculations, models, scenarios and validations.
03Decision contextCopilot interpretation, reports, workflows, approvals and auditability.
TRUST, APIS & PLATFORM
Financial intelligence with evidence built in.
Explore the systems behind FinanceGPT, from APIs and model runtime to security, governance and platform capabilities.
Build with FinanceGPTAPIs for financial analysis, investments, quantitative models, Knowledge, Agents and integrations.
AI & model runtimeExplore the quantitative and AI runtime architecture behind FinanceGPT.
Trust CenterSecurity, governance, data handling and platform controls.
ResearchOriginal work on LQMs, QLMs, evidence-grounded AI and financial intelligence.
RESEARCH, TOOLS & INSIGHTS
FinanceGPT is defining the next generation of financial intelligence.
Explore original research, product comparisons and practical tools spanning Large Quantitative Models, generative AI, evidence, governance and financial analysis.
Questions
FinanceGPT, clearly explained.
What is FinanceGPT?
FinanceGPT is a governed financial action platform. It combines generative AI, deterministic quantitative models, financial analysis, Knowledge, Agents, APIs and workflows so finance teams can move from evidence and insight into controlled economic action.
What are FinanceGPT Financial Actions?
Financial Actions turn finance work into a governed action envelope with evidence, deterministic calculation provenance, policy and risk checks, approvals, scoped execution authority and reconciliation. AI can prepare and explain an action, but execution remains subject to configured authority and controls.
Who is FinanceGPT for?
Finance professionals, financial managers, accountants, CFO teams, investment managers, analysts, advisors and organizations that need financial analysis with evidence and controls.
Does FinanceGPT replace financial professionals?
No. FinanceGPT accelerates analysis and workflow execution while keeping source evidence, methodology, approvals and operating boundaries visible. Professional judgement remains required.
Can FinanceGPT connect to financial systems?
Yes. FinanceGPT connects with Xero, QuickBooks Online and Plaid through governed workspace access and integration controls.
Can FinanceGPT trade or move money?
Yes, through Financial Actions where the relevant commercial capability, connector, policy, approval and scoped execution authority are separately configured. FinanceGPT never treats analysis or a paid plan as authority to transact.
How much is Professional access?
Professional is $59 per month or $590 per year. Paid subscriptions include FinanceGPT AI Credits, with usage and plan details shown on Pricing.
From intelligence to action
Analyse the company. Understand the portfolio. Govern the action. Reconcile the outcome.
Start with the finance work you already need to complete, then use Copilot, quantitative models, workflows and Financial Actions where they add measurable value and approved execution authority exists.