Model revenue curves, fixed and variable cost, and CAC payback. Flip between BASE, BULL, BEAR. Find the month you cross the line - and what it takes to move it left.
Ask a question in plain English. Get calibrated SQL against your warehouse - no prompt engineering. Fine-tuned on bank schemas, validated by the planner before anyone sees a row.
Upload a 10-K, 10-Q, or S-1. Get a line-item model with OHLC-quality charts, in seconds. Confidence-scored, audit-logged, and tied back to the source page.
Drop a scanned borrower package - tax returns, K-1s, bank statements. Get a clean, committee-ready credit spread with covenants, DSCR, and a sensitivity table. OCR that reads handwriting and stamps.
Start with GL actuals, layer macro scenarios, producer hiring, attrition, expense levers, and guardrails. Write the final plan back as a governed scenario version.
SELECT c.client_id, c.name, SUM(q4.revenue) - SUM(q3.revenue) AS delta FROM clients c JOIN quarterly_revenue q4 ON q4.client_id = c.id AND q4.period = '2025-Q4' JOIN quarterly_revenue q3 ON q3.client_id = c.id AND q3.period = '2025-Q3' WHERE q4.category NOT IN ('seasonal', 'holiday') GROUP BY c.client_id, c.name HAVING delta < 0 ORDER BY delta ASC LIMIT 14;