1. Financial Data
Start with existing financial and market data or bring your own Excel / CSV model into a structured analysis workflow.
AI-ASSISTED PROCESS AUTOMATION
AI drives actionable insights from financial data.
Finance-grade quality, designed for financial professionals and growth companies raising capital. BankMetrics AI connects financial data to analysis, valuation, actionable insight extraction and editable PowerPoint generation in one workflow.
2. Analysis & Valuation
Review financial performance, core KPIs, peer comparisons and valuation in a decision-ready format.
3. Presentation
Turn the analysis into editable PowerPoint output for Fundraising, Advisory, or Investment / IC workflows.
BOOSTING PRODUCTIVITY WITH AI
AI-powered automated insight extraction and report generation
AI extracts and organizes actionable insights, issues and report-ready narrative from already-computed financial data and retrieved market data, then assists with document generation while financial calculations remain deterministic.
Built for Finance Workflows
Calculations, source data and AI-generated narrative are kept distinct. Key figures remain traceable to their underlying data so analysis, valuation and presentation output can share one reviewable workflow.
Official Data & Sources
Market and macro context uses official and public-sector data from sources including FRED, the ECB, Eurostat, and the Bank of Japan. Company and financial-institution disclosure data uses primary sources such as SEC EDGAR and the Federal Reserve where applicable. Licensed security prices, transaction data, and consensus estimates are not inferred until an approved data source is connected.
This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis.