Work Faster

Findoc completes tasks in minutes that usually takes teams hours

Free up your team

We take care of drudgery,
so your team can focus on important work

Scale without hiring

Cover more securities with our automations that work 24/7 and scale with your company.

Automate the boring stuff and focus on what matters

Equity analysts face the challenge of time-consuming and error-prone manual data aggregation, report generation, and management. This leaves limited time for activities that drive revenue, like client engagement, developing investment strategies and deeper market research.

Fragmented Workflows

Analysts gather, clean and process data from multiple sources in fractional tools that need to be stitched together via endless copy/pasting.

Tedious Updates

Updating unstructured and structured data is slow and prone to human error.

Slow Audits

Manual accuracy and compliance checks are a time sink.

Lack of Scalability

Low productivity limits the scope of companies that an analyst can cover, leaving small and mid-cap companies ignored by equity research and investors.

No collaboration

Analysts work in teams, but tools and reports are siloed off from each other.  

Our solution

       We automate and streamline end-to-end workflows of data aggregation, report generation and updates for equity analysts, enhancing efficiency, accuracy, and timely access to critical financial insights.

AI assisted drafts

Draft equity analyst reports,
investor presentations and earnings call notes.

Collaborate & Iterate

Incorporate changes from your whole team in real time, with version control, shells and comments.

Share Materials

Send materials to the right stakeholders seamlessly and keep them in the loop.
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Our solution

       We automate and streamline end-to-end workflows of data aggregation, report generation and updates for equity analysts, enhancing efficiency, accuracy, and timely access to critical financial insights.

No more all nighters with Findoc

First drafts of deliverables take minutes, not days or weeks.

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Integrate your custom data for use with your deliverables.

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Our smart workflows reduce busy work.

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Set clear objectives and track your progress toward achieving them. Buzzle helps you define your goals and ensures you're on the right path to success.

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Crosscheck content based on multiple sources – we spot hallucinations and rectify results automatically.

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Incorporate feedback collaboratively in real time.

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End-to-end workflow automation

End-to-end workflow automation

1. ETL

Automatically aggregate and normalize data from various sources  for analysis.

2. Analysis

In-depth evaluation and interpretation of financial data to derive actionable insights.

3. Reporting

Use customizable templates to quickly generate and update reports.

4. Auditing

Ensure compliance with regulations and verify the accuracy and integrity of financial information.

Get in touch with us.

Contact our team today to learn more about us and leverage Findoc's full potential in financial report generation and management.

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