Zillion | AI for Finance is an AI-powered platform that provides AI analysts to automate and accelerate finance workflows. It enables users to handle growing workloads, generate templates, build financial models, automate due diligence, and improve client servicing with speed and advanced capabilities. The tool emphasizes permitting professionals to focus on high-impact work by taking over tedious, repetitive tasks with domain-specific AI analysts.
How it Works
- AI-powered agents with domain expertise across multiple sectors assist with a wide variety of finance workflows.
- Automates recurring reports, streamlines workflows, and handles tedious tasks to speed up decisions.
- Analyzes large documents quickly to extract trends and important information.
- Provides access to vast data sources (12,000+ issuers, 40+ economic datasets, and custom alternative data) from a single interface to boost analysis speed.
- Supports generation of spreadsheets, financial models, PowerPoints, and charts.
- Can be customized with your own methodology to fit firm-specific workflows.
Use Cases
- Analysts for Research & Automation
- Real-Time Data and News access
- Generating and updating financial models, templates, PowerPoints, and charts
- Domain knowledge-driven analysis and insights
- Customizable workflows tailored to your methodology
How It Helps Your Firm
- Reallocate time to higher-value work by offloading repetitive tasks to AI analysts.
- Increase efficiency by producing outputs quickly and consistently.
- Improve client servicing with faster response times and richer data-driven insights.
- Enable your team to focus on leadership and strategic decision-making.
Core Features
- AI Analysts with domain expertise across finance sectors
- Access to real-time data and news
- Generate spreadsheets, models, PowerPoints, and charts
- Built-in domain knowledge with customizable methodologies
- 12,000+ issuers, 40+ economic datasets, and custom alternative data in a single interface
- Automates recurring reports and workflows to save time
Safety and Legal Considerations
- Information provided is for informational purposes and should be independently verified.
- Users should consult licensed financial professionals before making decisions based on AI-generated outputs.
How to Get Started
- Try for Free to explore AI analysts and workflows.
- Explore use cases and industry applications to fit your firm’s needs.