Kolena Finance AI

Automate financial documents with AI — in just minutes.

PRICING STARTS

$

250

/ Month

INDUSTRY

Productivity

PRICING TYPE

Paid

ABOUT

Kolena delivers enterprise-grade AI agents for financial services, streamlining complex document workflows with precise data extraction and analysis for compliance, risk management, and investment operations.

USE CASES

Reviewing earnings call transcripts – Analyzes management discussions to identify key trends and signals.

Deriving insights from financial filings (S-1, 10-K, 10-Q) – Extracts valuable data and strategic information from official reports.

Tracing and verifying audit evidence – Ensures accuracy and compliance by validating financial documentation.

Cross-checking regulatory requirements – Confirms adherence to industry and legal standards.

Conducting private equity due diligence – Assesses investment targets through thorough financial and operational reviews.

Extracting key terms from credit agreements – Identifies critical clauses and conditions impacting financial obligations.

CORE FEATURES

Cutting-edge AI agents for intelligent document processing – Automates extraction, classification, and analysis of complex documents.

Tailored solutions for real estate, finance, insurance, and go-to-market teams – Custom workflows designed to meet industry-specific needs.

Streamlined automation for underwriting, compliance, and risk control – Reduces manual effort while enhancing accuracy and efficiency.

Enterprise-level security with SOC 2 Type II and HIPAA certifications – Meets stringent standards for data protection and regulatory compliance.

Guaranteed privacy with no training on user data – Ensures confidentiality by isolating and protecting all user information.

CATEGORY

Finance

USEFUL FOR

ML Engineer, AI Product Manager