Work faster and smarter

Finpanel generates in minutes reports that take teams hours to write and distribute
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Free up your finance team

We take care of drudgery,
so your team can focus on important work
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Scale without hiring more

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

       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.

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.

Our solution

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

AI assisted
drafts

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

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

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