Financial Review Engine
Professional financial document analysis. Extract financial statements, calculate credit metrics, and generate audit-ready outputs with complete source documentation.
Processing Modes
Choose the right mode based on document sensitivity and analysis requirements.
Analyst
Default100% local processing. No external API calls. MNPI-safe for sensitive documents.
Analyst Enhanced
AI FeaturesAI-assisted analysis. Only schema data sent externally. Requires user consent.
Demo
PresentationsFor sales presentations and testing with sample data.
Key Features
Built for institutional credit analysis with conservative standards and complete documentation.
Multi-Format Document Processing
Process annual reports, quarterly filings, credit agreements, and offering memoranda. Supports PDF (native and scanned), Word, and Excel formats.
Credit Metrics Calculation
Automatically calculate leverage ratios, coverage ratios, profitability metrics, and liquidity ratios. 50+ metrics available with complete formula transparency.
Three Processing Modes
Analyst mode (100% local, MNPI-safe), Analyst Enhanced (AI-assisted with schema-only transmission), and Demo mode for sales presentations. Switch modes based on document sensitivity.
Complete Audit Trail
Every extracted figure includes document source, page reference, original label, confidence level, and accounting standard used. 100% traceable to source.
Multi-Standard Support
Recognizes and normalizes across IFRS, US GAAP, UK GAAP, German HGB, and other accounting standards. Detects and flags definition conflicts.
Institutional Excel Output
Generate VP-ready Excel workbooks with reported financials, adjusted financials, leverage metrics, comparability matrix, and complete audit log.
Use Cases
FRE supports financial analysis workflows across credit, investment, and risk functions.
Credit Memo Preparation
Accelerate deal execution with automated extraction of financial data for credit committee materials.
Covenant Monitoring
Track financial covenants across portfolio companies with consistent metric calculation.
Due Diligence
Support M&A and investment decisions with structured financial analysis and peer comparisons.
Vendor Assessment
Evaluate vendor financial health with standardized analysis of annual reports and filings.
Interested in FRE?
Whether you need a custom deployment, integration with existing systems, or want to discuss how FRE can support your credit analysis workflow.
Get in touch