Crunchboards (now Futrli by Sage)
AI-driven financial forecasting and decision-support for forward-thinking businesses and accountants.
The AI-native financial terminal for real-time document intelligence and institutional-grade research.
Finpilot is a sophisticated AI-powered co-pilot designed for hedge funds, equity researchers, and private equity professionals. Its technical architecture centers on a proprietary Retrieval-Augmented Generation (RAG) engine optimized specifically for high-stakes financial data, including SEC filings (10-K, 10-Q), earnings call transcripts, and internal private documents. Unlike generic LLMs, Finpilot utilizes a 'financial-context' vector database that prioritizes numerical accuracy and auditability, allowing users to verify every AI-generated claim with direct citations from source documents. By 2026, Finpilot has positioned itself as the primary disruptor to legacy terminals like Bloomberg and AlphaSense by offering a more intuitive, natural-language-first interface that drastically reduces the time required for fundamental analysis. The platform supports complex cross-document synthesis, enabling analysts to track specific KPIs or management sentiment across multiple fiscal years or peer groups in seconds. Its infrastructure is built for enterprise-scale deployment with robust data privacy layers, ensuring that sensitive uploaded documents remain isolated and secure.
Every AI response includes a direct hover-over link to the exact page and paragraph in the original PDF source.
AI-driven financial forecasting and decision-support for forward-thinking businesses and accountants.
Independent investment insights powered by proprietary ratings and generative AI.
Empowering individual investors with real-time financial data and institutional-grade stock market insights.
Empowering value investors with institutional-grade data, guru tracking, and intrinsic value modeling.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Architectural ability to query across hundreds of documents simultaneously to find patterns in CEO commentary.
Low-latency ingestion pipeline that indexes 8-K filings within seconds of publication.
Specialized symbolic logic layer that performs calculations on extracted data rather than relying on LLM arithmetic.
Natural Language Processing (NLP) models that visualize the 'tone' of management during Q&A sessions.
Isolated vector stores for proprietary research, ensuring no data leakage to public models.
A Chrome/Edge extension that allows the Finpilot engine to analyze any webpage or web-based PDF instantly.
Manually reviewing the last 4 quarters of transcripts for 10 different competitors is time-prohibitive.
Registry Updated:2/7/2026
Extracting specific climate-related disclosures across a 50-company portfolio.
Rapidly identifying change-of-control clauses in a massive data room.