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FINANCIAL RESEARCH, WITH CONTEXT

Less searching.
More understanding.

Turn dense financial documents into a conversation. FinSight AI helps you explore reports, ask better questions, and connect answers to the source.

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Inside FinSight AIIllustrative preview

Example company · Annual report

Document context

What are the main risks to this company’s growth?

FINSIGHT AI

The report highlights three areas to investigate:

  • 1Demand: changes in customer spending.
  • 2Margins: rising operating and input costs.
  • 3Operations: reliance on key suppliers.
Source context · Risk factors · Example excerpt

Sample content showing the research workflow, not a live analysis.

FROM DOCUMENTS TO INSIGHTS

A clearer way to read between the lines.

DOCUMENT LIBRARY

Bring your documents

Upload financial reports in PDF, DOCX, TXT, or Markdown. Keep your research together in a searchable document library.

CONTEXTUAL CHAT

Ask the next question

Chat with your documents in plain English. Semantic search finds relevant context to help the AI answer your questions.

FINANCIAL ANALYSIS

Look deeper into a filing

Choose a company ticker, filing year, and focus area to explore an SEC filing through summaries, findings, and source excerpts.

THE WORKFLOW

Bring your curiosity.
Start with the evidence.

A focused workspace for moving from a long report to a more informed next question.

  1. 01

    Start with a source

    Upload a report or select a company filing to analyze.

  2. 02

    Choose your question

    Explore business performance, financial risks, or a specific detail.

  3. 03

    Follow the evidence

    Read the response and use the source context to continue your research.

UNDER THE HOOD

A full-stack product.
An end-to-end AI pipeline.

FinSight AI combines a Next.js interface with a FastAPI backend and retrieval-augmented generation (RAG). Relevant document passages provide context for the model, while background workers handle ingestion and analysis.

Explore the source (opens in a new tab)

Interface & API

Next.js · React · Tailwind CSS · FastAPI

A modern web interface backed by an asynchronous Python API.

Retrieval & generation

Qdrant · sentence-transformers · Groq / Ollama

Vector search connects document context with a configurable language model.

Background processing & storage

Celery · Redis · PostgreSQL

Queued workloads handle heavy processing, with persistent application data.

Your next insight starts with a question.

Create an account to start exploring financial documents with FinSight AI.

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