The AI Analyst
for Finance
Trusted financial analysis, modeling, and more in minutes. So you can spend time making better, faster decisions.

Accelerate High-Quality Analysis
Data Rooms
Data Rooms
Quickly understand what’s in a data room, and get to your IC model in a fraction of the time.
Quickly understand what’s in a data room, and get to your IC model in a fraction of the time.
Fundamental Research
Fundamental Research
Easily query SEC filings and the data you upload to create a holistic view of any company.
Easily query SEC filings and the data you upload to create a holistic view of any company.
General Analyst Work
General Analyst Work
Ask Compound to do any junior analyst task: build TAM models, clean data, summarize customer calls, and more.
Ask Compound to do any junior analyst task: build TAM models, clean data, summarize customer calls, and more.
“The only AI product that can create work output our team trusts.”
Partner at Multi-Billion AUM Growth Equity Firm
Our commitment to security
Enterprise-ready with full ownership, encryption, and control

No training
Customers own all inputs, prompts, and outputs

Encryption
256-bit AES encryption at rest and in transit

Custom Deployments
We support deployment into VPC for maximum security

Security Posture
External monitoring of security posture by Vanta
The most powerful AI tools, built for finance
Interactive Spreadsheet
Work with AI outputs in the familiar Excel interface you've mastered for years, with purpose-built auditing features like tracing formulas and reviewing changes.
Infinite Context Workspace
The AI Analyst is capable of searching through thousands of documents at once, intelligently selecting which files matter to your query.
Work in parallel
Kick off multiple threads at once over a workspace for different workstreams.
Everything you need to know about Compound
Having total control over the frontend interface means we can launch powerful features like editing multiple workbooks in a single analysis, or introducing better auditing features like our precedent tracing. With Compound, our goal is to create the best AI-native workspace experience for finance, which includes enhancing the spreadsheet itself.
Yes. Compound’s browser spreadsheet is fully forward and backward compatible with Excel. We currently offer support for .xlsx and .csv files, and will soon support more formats (e.g. .xlsm, .xlsb)
Compound is built with enterprise security in mind. Data is AES-256 encrypted at rest and in transit. By default, we do not ever train on your data. For maximum enterprise security, we offer VPC deployments. To learn more please contact sales@getcompound.ai.
Yes. You can restore any checkpoint in a thread to revert back to a previous state. For spreadsheet outputs, you can always save versions or download versions locally.
We’ve built the Compound AI Analyst with trust in mind. Every single analysis is auditable with detailed citations, and spreadsheet analysis is done with formulas fully-compatible in Excel.
Compound is built for a range of tasks, including but not limited to: ‘deep’ and ‘wide’ document analysis over thousands of files, financial modeling and data analysis, conversions of any document into spreadsheet data, and more. Some example use cases include data room cuts (e.g. revenue waterfalls, IC model generation) to fundamental equity research (e.g. comps generation, mini-model of sector names).