AI-Driven Search for Finance Teams

AI-Driven Search for Finance Teams

AI-Driven Search for Finance Teams

Instantly surface data across thousands of files so you can focus on strategy, not busywork.

Instantly surface data across thousands of files so you can focus on strategy, not busywork.

Instantly surface data across thousands of files so you can focus on strategy, not busywork.

Core Offerings

Built for CFOs and Finance Teams

AI Document Search

Our finance-focused AI pinpoints exactly the data you need—even across hundreds of documents—so you can move faster.

Integration in Excel

Ask questions directly in Excel and see source-cited answers from your documents instantly, keeping your finance workflow uninterrupted.

Traceable & Transparent

Retain full control over AI-generated suggestions, approve or reject as needed, and maintain a robust audit trail for compliance.

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Domain-Specific AI

Our custom AI engine understands nuanced financial language, ensuring you don’t miss critical details hidden behind inconsistencies or formatting.

Data Processing

Go from data overload to instant answers.

Faster Reviews

PaperIQ surfaces the exact data you need in seconds, streamlining month-end or quarter-end closes and keeping you ready for investor or board queries.

Infinite Document Context

Scan multiple PDFs, spreadsheets, and statements in a single query, pulling the most relevant sections—no more flipping pages or guessing search terms.

Built for CFOs & Finance Teams

From subscription revenue details to complex multi-entity structures, our finance-optimized AI engine handles the nuances of private B2B SaaS with precision.

Transparent Citations

Every AI-generated answer is backed by clear references to the source document, giving you total confidence in responses.

Data management

AI-Powered Precision at your fingertips

Stop sifting through endless PDFs. PaperIQ’s finance-focused AI engine surfaces the exact data you need—so you can move faster, boost accuracy, and free your team for higher-value work.

Focus on What Matters

Don’t get bogged down chasing receipts or digging through PDFs. PaperIQ’s AI-powered search does the heavy lifting.

Eliminate Manual Busywork

From expense reports to vendor contracts, PaperIQ’s domain-specific AI surfaces the data you need.

Maintain Control

Audit trails are built in. Every AI-generated answer links directly to its original source document, helping you and your finance team stay aligned.

Designed for You

Whether you manage multiple entities or complex subscription models, our finance-focused engine understands the nuances of your data.