Platform/ReviewAI
Complete financial statement reviews without the manual work.
The agentic solution for complex financial reporting review. ReviewAI extracts necessary data from financial statements, with an extensive library of accounting checks to ensure accuracy.
01
Agents that extract, check, and identify
Manual extraction and checking burns valuable time. ReviewAI agents pull thousands of data points from financial statements, runs a tailored library of accounting checks, and identifies errors with documented reasoning at every stage.
02
Purpose-built for financial reporting
ReviewAI is designed for the exact workflows costing your team time. From ticking and tying across statement sections to validating data accuracy at scale, ReviewAI’s operational depth delivers results where generic tools fall short.
03
Full transparency and auditability
Every extraction, check, and exception is visible, traceable, and auditable from start to finish. ReviewAI gives teams the transparency they need to operate with confidence.
Operational Challenges
Comprehensive reviews are time consuming
Asset managers are responsible for ensuring the accuracy of every data point, but lack the time to complete thorough reviews.
Data accuracy across multiple sections
Data needs to be accurate across every section of the financial statement, and the process of ticking and tying that data is time-consuming and vulnerable to errors.
Data extraction is highly manual
Teams spend significant time manually extracting and checking accurate data instead of focusing their time on resolving inaccurate data.
Manual review processes lack thorough auditability
Manual review leveraging excel files and emails don’t meet industry auditability requirements.
How the Platform Works
01
Ingest and extract data
ReviewAI ingests financial statements, and leverages proprietary AI to automatically extract thousands of data points.
02
Run accounting checks
ReviewAI runs a gold-copy library of 250+ purpose-built accounting checks against the extracted data, validating accuracy, and identifying errors as exceptions for review.
03
Agents investigate exceptions
ReviewAI analyzes exceptions against the underlying data and supporting documents to identify the likely root cause.
04
Exception resolution
Once the root cause is identified, ReviewAI’s agents resolve exceptions directly, reducing manual follow-up and freeing time for teams to focus on more complex work.
Delivering Results for Industry Leaders
13T
AUM Coverage
120+
Agents in Daily Production
60%+
Reduction in time spent on Financial Reporting reviews
1,000+
Financial statements parsed with AI annually
Case Study
GMO Cuts Financial Reporting Review Time by 60% with AI
As a leading asset manager, Grantham, Mayo, Van Otterloo & Co (GMO) faced growing complexity in financial reporting. Their manual review process relied on Excel spreadsheets, requiring hours of data extraction across 200+ documents. As reporting demands increased, the need for a scalable, automated solution became clear.
Let your team do their best work.
