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Automated financial document analysis for leveraged finance professionals. Extract statements, calculate 50+ credit metrics, and generate audit-ready Excel outputs with full source traceability. Three processing modes let you match security requirements to document sensitivity.
Choose the right mode based on document sensitivity and analysis requirements.
100% local processing. No external API calls. MNPI-safe for sensitive documents.
AI-assisted analysis. Only schema data sent externally. Requires user consent.
For sales presentations and testing with sample data.
Built for institutional credit analysis with conservative standards and complete documentation.
Process annual reports, quarterly filings, credit agreements, and offering memoranda. Supports PDF (native and scanned), Word, and Excel formats.
Automatically calculate leverage ratios, coverage ratios, profitability metrics, and liquidity ratios. 50+ metrics available with complete formula transparency.
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.
Every extracted figure includes document source, page reference, original label, confidence level, and accounting standard used. 100% traceable to source.
Recognizes and normalizes across IFRS, US GAAP, UK GAAP, German HGB, and other accounting standards. Detects and flags definition conflicts.
Generate VP-ready Excel workbooks with reported financials, adjusted financials, leverage metrics, comparability matrix, and complete audit log.
FRE supports financial analysis workflows across credit, investment, and risk functions.
Accelerate deal execution with automated extraction of financial data for credit committee materials.
Track financial covenants across portfolio companies with consistent metric calculation.
Support M&A and investment decisions with structured financial analysis and peer comparisons.
Evaluate vendor financial health with standardized analysis of annual reports and filings.
Whether you need a custom deployment, integration with existing systems, or want to discuss how FRE can support your credit analysis workflow.