Kepler for Finance
Ask a question about any company. Get an answer you can put in front of a client, a board, or a regulator. Every number links to the source it came from. Every calculation shows its work. No hallucinations, no black boxes.
From question to defensible answer.
You ask a question in plain English. Kepler's AI layer parses your intent, then hands off to deterministic code that retrieves verified data, runs the math, and cites every source. The AI never produces a number. The code never guesses at intent.
Your data stack, pre-built
950K+ SEC filings, 14K+ companies with earnings transcripts, 40M+ IR documents across 27 markets. 10-Ks, 10-Qs, 8-Ks, proxy statements, news, and real-time market feeds. All indexed with full provenance before you ask your first question.
Click any number. See the source.
Every figure in every response links to the original filing, page, and line item. Peer comparisons, debt structures, revenue breakdowns: each data point carries its citation. Nothing is asserted without evidence.
Straight to Excel. Already verified.
Export to Excel and PowerPoint with every data point checked before it leaves Kepler. The cross-referencing that used to take analysts hours happens automatically, so your deliverables are audit-ready from the start.
Built for the workflows that matter most.
Investment Banking
Build trading comps and precedent transaction analyses where every multiple traces to a specific line item in a specific filing. Adjust how you treat convertible debt or pension liabilities and watch the entire comp set recalculate with updated citations. Assemble pitch books that your MD can defend page by page.
Equity Research
Pull revenue segment breakdowns, margin assumptions, and share counts directly from 10-Qs and earnings transcripts. When a company restates or files new numbers, your model updates automatically and flags exactly what changed and where.
Hedge Funds
Screen across thousands of companies on financial metrics, ownership changes, or sector-specific signals. Every data point is verified at the source, so you get fewer false positives and don't miss opportunities because a vendor lagged a filing.
Private Equity
Cross-reference years of filings, footnotes, and disclosures to find inconsistencies, restatements, and off-balance-sheet exposures. Surface the patterns that would take a team weeks to find manually, with full citations to every source.
Compliance
Complete data lineage from every conclusion back to the source document, page, and paragraph. When a regulator or auditor asks where a number came from, Kepler has already documented the answer.
Accounting & Tax
Analyze tax disclosures, effective tax rate reconciliations, deferred tax assets, and ASC 740 footnotes across years of filings. Identify transfer pricing exposures, NOL carryforwards, and valuation allowance changes with citations to the exact disclosure.
"I love there's no black box with Kepler. I can see exactly where every number and conclusion comes from, which means I can defend the work."
Teams that can't afford to be wrong.
Kepler for Finance is used by buy-side analysts, private equity firms, investment banks, equity research teams, hedge funds, and compliance departments. Anyone who needs financial analysis they can verify and defend.
See it in action.
Request a demo and see the difference between AI that is probably right and AI that is provably right.
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