FinWise · Financial spreading & analysis
From the filing to the figure. From the figure to the reason.
FinWise spreads every financial table into a standardized, comparable series, then explains every movement, grounded in the passage of the report that accounts for it.
How it works
From arrival to action, every time.
- 01
Read
The report is processed end to end and its financial statements identified
- 02
Extract
Line items and values pulled from every financial table, including the complex ones
- 03
Standardize
Currency, scale and taxonomy position established for every value
- 04
Explain
A comment on every change: year on year, half on half or quarter on quarter
- 05
Verify
Three verification passes before anything is published
Capabilities
What FinWise does.
Every table, however complex
Nested headers, split columns, multi-period layouts and footnoted rows, taken apart line item by line item.
Units established
Currency and scale identified per table, so a figure means the same thing wherever it's used later.
Standard taxonomy
Each line item mapped to a taxonomy position, so different labels across reports become the same measure.
A comparable series
A multi-year series for one company, and like-for-like comparison across companies and sectors.
Commentary on every change
Every row ends up either explained or not explained. Nothing is left pending or skipped.
Grounded in the report
Each explanation carries its page. Click it, and the report opens at the highlighted sentence.
Three verification passes
Numerical, attribution and consistency, all cleared before a commentary is published.
Like for like, always
A half-year is never measured against a quarter. Comparisons that don't match are refused.
Two outcomes, never a third.
The report accounts for the change. The passage that does is attached, with its page number and the sentence highlighted.
The report was searched and nothing accounts for the change. That is a finding in its own right, because silence in a filing is information.
Verification
Three verification passes
- Pass 1 · Numerical
Do the numbers hold?
Every figure is checked against the series in code, not by a model.
- Pass 2 · Attribution
Is the claim actually supported?
Each claim is traced to a cited passage, and a sentence resting on nothing fails.
- Pass 3 · Consistency
Does it contradict anything?
Checked against cited passages, sibling lines and the prior period's commentary.
All three clear: published as it stands. A pass fails: shown and flagged, with the failing check named in the analyst's own terms.
2024-FY 289,600 → 2025-FY 307,400 (USD millions)
“Cost of sales rose primarily on higher product and shipping costs from increased sales volume, partially offset by operational efficiencies.”
- Page 24 · Verified
- Page 37 · Mentioned
The numbers and the reason, in one place.
Integrations available today
- Microsoft Outlook & OneDrive
- Google Drive
- Jira
- DocuSign
- APIs
Connect your ERP, core banking, claims or CRM system through APIs.
Deploy your way
As SaaS, or ring-fenced inside your own environment: any major cloud, private cloud or on-premises. Bring your own LLM.
- SOC 2
- ISO 27001
- HIPAA
- GDPR
Your data never trains our models.