The Integrity Layer for Financial
Presentations

The Integrity Layer for Financial
Presentations

A zero-shot tool to identify errors,
inconsistencies, and risk signals across any
financial presentation.

A zero-shot tool to identify errors,
inconsistencies, and risk signals across any
financial presentation.

A zero-shot tool to identify errors,
inconsistencies, and risk signals across any
financial presentation.

#001Mathematical Error
CapEx value mismatch
Total CapEx 2022E: 11 (id 77) vs 14 (id 78).
#002Data Inconsistency
Ambiguous terminology
"MOC" is not defined in the document.
#003Regulatory
Adjusted EBITDA not footnoted
34% margin disclosed without definition.

Surface issues, expose weaknesses
before they matter.

Integrity Review

Story Time

Playground

Integrity Review

Step through identified issues one at a time. Each finding includes context, evidence, citations, and recommended action.

Human-like ai chat generative ai feature

Deliver fast, natural conversations powered by AI without increasing your support team.

Smart system integration

Easily connect channels, tools, and workflows to power unified support across your ecosystem.

Integrity Review

Step through identified issues one at a time. Each finding includes context, evidence, citations, and recommended action.

Integrity Review

Story Time

Playground

Integrity Review

Step through identified issues one at a time. Each finding includes context, evidence, citations, and recommended action.

Integrity Review

Story Time

Playground

Integrity Review

Step through identified issues one at a time. Each finding includes context, evidence, citations, and recommended action.

Human-like ai chat generative ai feature

Deliver fast, natural conversations powered by AI without increasing your support team.

Smart system integration

Easily connect channels, tools, and workflows to power unified support across your ecosystem.

Integrity Review

Step through identified issues one at a time. Each finding includes context, evidence, citations, and recommended action.

Designed for Immediate Adoption

Minimal learning curve ensures widespread organizational use

Upload a Presentation

Choose a file and get results in minutes. No configuration, no tuning.

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Upload a Presentation

Choose a file and get results in minutes. No configuration, no tuning.

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Upload a Presentation

Choose a file and get results in minutes. No configuration, no tuning.

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Review Smarter

Move through findings, prioritize what matters, dismiss what doesn’t, revisit decisions anytime.

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Review Smarter

Move through findings, prioritize what matters, dismiss what doesn’t, revisit decisions anytime.

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Review Smarter

Move through findings, prioritize what matters, dismiss what doesn’t, revisit decisions anytime.

Team Ready

Share findings instantly and collaborate without exporting or rework.

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Team Ready

Share findings instantly and collaborate without exporting or rework.

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Team Ready

Share findings instantly and collaborate without exporting or rework.

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Focus on Strategy, We'll Take On the Drudgery.

Upload a presentation. Get every error, inconsistency, and risk flagged in minutes.

Page 12 says $42M EBITDA. Page 47 says $38M. Both can't be right — and your CIM shipped with both.
Associate AI reads every page of your presentation and flags figures that contradict each other, calculations that don't add up, and formatting inconsistencies — the errors a careful reviewer would catch, delivered in minutes.
A few of the extensive list of checks we think you'll appreciate
Cross-page figure consistency
Same metric reconciled across every page
Mathematical verification
Totals, percentages, and growth rates recalculated
Outdated reference detection
Flags stale comps, dates, and benchmarks
Formatting & labeling checks
Currency, units, decimal precision

Security, built for sensitive financial workflows

From uploaded decks and CIMs to user access and operational controls, security is built into how Associate AI handles high-trust analytical worknot layered on as an afterthought.

101011100Encrypted document handlingPermissioned workspacesEphemeral processingMonitored infrastructure
SECUREby designDocumentProtectionWorkspaceAccessProcessingControlsEngineeringSecurityMonitoring& ResponseGovernance& Privacy
101011100
Active pillar
Document & Data Protection
AES-256 · TLS 1.3 · Ephemeral processing

Financial materials carry sensitive numbers and high-stakes context. Associate AI handles uploaded documents with layered controls around transmission, storage, and access — so your deal data stays yours.

  • AES-256 at rest; TLS 1.3 in transit
  • Secure handling of decks, CIMs, and files
  • Ephemeral processing — data purged imediately on demand
  • Controlled retention and deletion workflows

The trust layer matters. The real value is what your team can do with better analysis once it's in place.

Full overview

Errors Dont Correct They Cascade.

Stay ahead of consequences. Associate AI spots problems at the source.

Showing only 0 of the many possible consequences. Click Shuffle to see more.

Your questions answered

Does Associate AI train on user data?

How is this different from ChatGPT or Claude, for example?

How accurate is Associate AI?

I Have additional questions.

Your questions answered

Does Associate AI train on user data?

How is this different from ChatGPT or Claude, for example?

How accurate is Associate AI?

I Have additional questions.

Your questions answered

Does Associate AI train on user data?

How is this different from ChatGPT or Claude, for example?

How accurate is Associate AI?

I Have additional questions.

Bring our highly trained financial Associate into your workflow.

Bring our highly trained financial Associate into your workflow.

Bring our highly trained financial Associate into your workflow.