One platform for the quarter, from data to the record.
Twelve modules share one set of numbers and one audit trail, so the board deck, the call script and the live answers never drift apart.
Fiscal calendar
Knows your fiscal year (any year-end, 52/53-week retail calendars) and your reporting rhythm: close, quiet period, release and filing deadlines. Tells you which phase you are in and what to focus on, checks that your data is current, and exports the dates to your calendar app. Dates are defaults to confirm with counsel.
Data hub
Reads CSV, Excel and JSON exports from any system, detects layout, periods, versions and units, maps lines to your KPI catalog, and asks about anything uncertain. Coverage per feature, ranked gaps with templates, conflicts between sources and full lineage.
Scenario portfolio
Twelve to twenty scenarios side by side on a transparent driver model: probability-weighted outcomes, simulations around the base case for guidance odds, sensitivities, lever ranking against the likely downside, and a CFO brief.
Earnings orchestration
The T-minus plan for each quarter with owners, gates that need human approval, the skills that do the analysis and the evidence each step needs, plus the monthly and annual rhythm.
Variance & bridges
Driver-substitution bridges for revenue, ARR, operating income and free cash flow that reconcile exactly, with materiality screening.
Analyst call simulator
Likely questions by analyst persona from your numbers and history, scored answers with coaching, Reg FD checks and simulated research notes. Personas are fictional.
Answer engine
Answer-first drafts with citations for prep or the live call. Live mode uses only published figures and approved Q&A and shows how many internal sources it left out.
Board & investor decks
What happened, why, the outlook, what changes and the asks, checked against a partner-review standard and exported to PowerPoint.
Virtual board
Rehearse a board meeting with director archetypes who vote with conditions. Real people appear only with recorded consent and a licence.
Memory & handover
Upload past calls: every commitment is tracked across quarters, recurring questions predict the next call and a handover pack is ready when someone changes role.
Academy
A competency profile from every scored answer, targeted drills and a path to "earnings-call ready".
Company lab
Rehearse on ten large public companies using their latest published quarter, each figure linked to its source.
Governance
Decisions with evidence, quorum and separation of duties; a tamper-evident ledger; acceptance tests you can run on demand.
Claude drafts. Your people decide.
Every AI output is labelled, grounded in your evidence with citations, and checked for disclosure risk. Drafts with gaps can't be approved, and AI can never approve a decision. Without an AI key the rules engine still runs every workflow.
- Grounded answers cite the document or figure they came from.
- Live mode never uses internal plan data.
- Usage is metered in credits per team and feature, with plan limits you control.
- Model and prompts are evaluated by acceptance tests before each release.