See what your AI intern can do.
Real examples across 7 industries. Upload your data, ask in plain language, get intelligence back.
Finance
Portfolio intelligence on autopilot
Portfolio Monitoring
Tracks your holdings, flags earnings surprises, and alerts you on significant moves overnight.
“Which of my holdings are affected by today's Fed announcement?”
- >Flag any position that's down more than 15% from entry.
- >Summarize this week's earnings results for my watchlist.
- >Set up a daily alert if any holding moves more than 5% in either direction.
Earnings Analysis
Cross-quarter comparisons, margin analysis, and filing summaries — from your uploaded data.
“Compare this quarter's margins to last 4 quarters across my tech positions.”
- >Pull the latest 10-K and summarize key changes from last year.
- >Run a DCF on this company and compare to current price.
- >Which of my positions have earnings coming up in the next 2 weeks?
Risk Alerts
Overnight monitoring for position moves, regulatory changes, and sector shifts.
“Flag any position that's down more than 15% from entry.”
- >If any sector in my portfolio drops 5% in a day, alert me with the cause.
- >Track regulatory filings that could affect my healthcare holdings.
- >What's my overall portfolio beta right now, and how has it shifted this quarter?
Morning Briefing
Wake up to a personalized market summary — macro events, portfolio impact, and sector moves — delivered before you check your phone.
“Send me a daily briefing at 7am with overnight market moves and macro events.”
- >What happened in Asian markets while I was asleep?
- >Summarize the top 5 macro events this week and how they affect my portfolio.
- >Compare today's pre-market sentiment with last week's close.
Legal
Case research in seconds, not hours
Case Research
Find relevant precedents, statutes, and case law in seconds — cross-referenced with your client context.
“Find precedents for a breach of contract claim involving SaaS subscription terms.”
- >What are the leading cases on non-compete enforceability in California?
- >Search for recent rulings on data privacy violations under GDPR.
- >Check if any recent rulings in the 9th Circuit affect our pending motion.
Document Review
Upload contracts and agreements. Get key obligations, risks, and deadlines extracted instantly.
“Summarize the key obligations in this vendor agreement.”
- >Flag any clauses that create unlimited liability exposure.
- >Compare the indemnification terms across these 3 contracts.
- >How does the liability cap in this contract compare to our standard template?
Deadline Tracking
Never miss a filing deadline, statute of limitations, or court date across all your cases.
“List all filing deadlines for active cases this month.”
- >Which cases have response deadlines in the next 2 weeks?
- >Set up alerts for statute of limitations across my personal injury cases.
- >What's the average time-to-close for my active cases by practice area?
Regulatory Compliance
Track evolving regulations across jurisdictions — GDPR, SOX, HIPAA — and surface gaps in your compliance posture.
“What GDPR changes went into effect this quarter and how do they affect our data processing?”
- >Audit our current policies against the latest SOX requirements.
- >Flag any compliance gaps in our vendor agreements.
- >Summarize new regulations in our industry published in the last 30 days.
Accounting
Every client, every deadline, zero missed
Client Management
Track document submissions, deadlines, and status across your entire client base.
“Which clients haven't submitted Q1 documents yet?”
- >Send me a weekly status update on all active engagements.
- >Which clients are approaching their fiscal year end in the next 60 days?
- >Generate a status summary for all clients I'm meeting this week.
Standards Cross-Check
When accounting standards change, instantly see which clients are affected and how.
“How does the new revenue recognition update affect my retail clients?”
- >Which clients need to adjust their lease accounting under the new standard?
- >Summarize the key changes in ASC 842 and flag affected engagements.
- >Which clients switched accounting methods last year and need consistency reviews?
Reconciliation
Upload bank statements and ledgers. Your AI flags discrepancies and missing entries.
“Flag discrepancies between the bank statement and ledger for March.”
- >Which transactions in the ledger don't have matching bank entries?
- >Summarize unreconciled items by category for this quarter.
- >Show me a trend of unreconciled items over the last 6 months by client.
Financial Reporting
Upload spreadsheets and source documents. Your AI drafts financial statements, variance reports, and management summaries.
“Draft the quarterly management report from these trial balance exports.”
- >Generate a variance analysis comparing actuals vs budget for Q1.
- >Convert this raw ledger export into a formatted P&L by department.
- >What are the top 5 line items driving the budget variance this month?
Tax
Tax code changes tracked overnight
Regulation Tracking
Your AI reads every tax code update overnight and maps impact to your client base.
“What changed in depreciation rules this fiscal year?”
- >Summarize the latest IRS guidance on cryptocurrency reporting.
- >Track state-level tax changes that affect my multi-state clients.
- >Compare the new rules with last year's version and highlight what changed.
Client Impact Analysis
When regulations change, instantly see which of your clients are affected and by how much.
“Which of my 40 clients are affected by the new capital gains threshold?”
- >How does the new depreciation schedule impact my manufacturing clients?
- >Run a scenario: if the corporate rate changes to 28%, which clients see the biggest hit?
- >Model what happens if the proposed estate tax threshold passes as written.
Filing Preparation
Auto-generated checklists, document requests, and draft summaries tailored to each client.
“Draft a checklist for this client's corporate tax return.”
- >What documents are still missing for this client's filing?
- >Generate a client-ready summary of their estimated tax liability.
- >What's the status of all extensions filed this season?
Cross-Jurisdiction Analysis
Compare tax rules across countries and states. Your AI maps treaty benefits, withholding rates, and transfer pricing risks.
“Compare withholding tax rates between the US, Korea, and Singapore for dividend income.”
- >Which tax treaties apply to our entity structure and what benefits do they provide?
- >Summarize transfer pricing documentation requirements across our 5 operating jurisdictions.
- >How does the new OECD Pillar Two rule affect our group's effective tax rate?
Restaurants
A CFO that costs $49/month
Cost Intelligence
Upload POS data and supplier invoices. Your AI tracks food cost, flags anomalies, and finds savings.
“Why did food cost spike 12% this week?”
- >Which menu items have negative margins right now?
- >Show me cost trends for produce over the last 3 months.
- >Which menu items have had the biggest margin decline over the last 3 months?
Supplier Comparison
Compare pricing across suppliers, track price changes over time, and find better deals.
“Compare pricing from my top 3 produce suppliers over the last quarter.”
- >Which supplier has raised prices the most in the last 6 months?
- >Find alternative suppliers for items where I'm paying above market rate.
- >Show me a price history chart for my top 5 ingredients by spend.
P&L Briefing
Weekly margin summary by menu category, staffing patterns, and revenue trends — delivered automatically.
“Give me a weekly margin summary by menu category.”
- >How does this month's labor cost compare to last month?
- >Which day of the week has the lowest revenue-to-staff ratio?
- >Compare this month's P&L to the same month last year.
Menu Engineering
Combine sales data with competitor analysis — optimize pricing, identify stars and dogs, and test new item ideas.
“Classify my menu items into stars, plowhorses, puzzles, and dogs based on this month's data.”
- >What are nearby competitors charging for similar dishes?
- >If I raise prices 10% on my top 5 items, what's the projected margin impact?
- >Suggest 3 new seasonal items based on trending ingredients and our kitchen capabilities.
Sales
Deal context that follows every prospect
Deal Context
Full account history, last touchpoints, objections, and next steps — ready before every call.
“Brief me on the Acme account — last touchpoints, objections, next steps.”
- >What did we promise in the last proposal to this client?
- >Pull the full timeline for this deal from first contact to now.
- >Which of my accounts have the highest expansion potential based on usage data?
Pipeline Review
Surface stalled deals, track momentum, and prioritize your week based on deal signals.
“Which deals have gone quiet for more than 2 weeks?”
- >Rank my pipeline by likelihood to close this quarter.
- >Which deals moved backward in stage this month?
- >Show me win rate by deal source for the last 2 quarters.
Competitive Intelligence
Track competitor positioning, pricing changes, and win/loss patterns across your deals.
“Summarize how competitors are positioning against us in enterprise deals.”
- >What are the top 3 reasons we lost deals last quarter?
- >Track pricing changes from our main competitor over the last 6 months.
- >Pull the latest customer reviews mentioning our competitor's new feature.
Meeting Prep
Before every call, get a briefing packet — company background, recent news, decision-maker profiles, and talking points.
“Prep me for tomorrow's call with Acme — company background, recent news, and key people.”
- >What has this prospect's company announced in the last 90 days?
- >Pull LinkedIn-style profiles for the 3 people in my next meeting.
- >Generate talking points for this demo based on the prospect's industry and pain points.
Assistant
A chief of staff that never forgets
Schedule Management
Reschedule meetings, prep agendas, and manage your calendar through conversation.
“Reschedule Thursday's meetings and prep the board deck.”
- >Find a 2-hour block for deep work this week.
- >What's on my calendar tomorrow? Flag any conflicts.
- >How much time did I spend in meetings vs. deep work this week?
Research & Briefings
Compile context on companies, people, and topics before your meetings — automatically.
“Compile a briefing on the 3 companies I'm meeting next week.”
- >What's the latest news on this company before my call?
- >Summarize this 50-page report into key takeaways.
- >What are the key risks and opportunities for this company based on recent filings?
Follow-ups & Action Items
Track what's been done and what's still pending across all your meetings — without being asked.
“What action items from last week's meetings are still open?”
- >Who owes me a response that I haven't received?
- >Draft follow-up emails for all outstanding items from yesterday's meetings.
- >Who hasn't responded to my emails in the last 5 business days?
Document Processing
Upload PDFs, Word docs, Excel files, or HWP — extract data, summarize, compare, and convert between formats.
“Extract all tables from this 80-page PDF and put them in a spreadsheet.”
- >Compare these two contracts and highlight the differences.
- >Summarize this Korean HWP government document in English.
- >Convert this Excel report into a formatted briefing document with charts.