Your data.
Your models.
One intelligence
layer.

Akyla connects the spreadsheets, documents, databases and market data your team already uses, then puts AI on top of all of it.

See the product
Unified contextSource-linkedSelf-hostedLive in 4–6 weeks
The problem is not missing AI
Excel.
Documents.
Databases.
Market data.

Akyla connects those scattered sources into one shared financial context. Here is what working with it looks like.

What it actually looks like - a 60-second tour
●SharePoint discovery · source data /ProjectFiles
1.3M
files indexed
35GB
total size
Discovery complete
DocumentSizeChunksStatus
GILD_882095_2025-11-07.html2.4 MB167✓ indexed
GEV_1996810_2025-10-22.html4.1 MB127✓ indexed
CVX_93410_2025-11-06.html2.1 MB107✓ indexed
CSCO_858877_2025-11-18.html2.2 MB145✓ indexed
ANET_1596532_2025-11-05.html1.4 MB135✓ indexed
BAC_70858_2025-10-31.html10.5 MB476✓ indexed
DiscoverySharePoint · databases · drivesPer-file lineage
●Chart GE Vernova's remaining performance obligations by quarter
$177.4bn
Remaining performance obligations · Q2 2026
+53% since Q1 2024
180160140120Q1 '24Q1 '25Q1 '26
Answer10 quarters10-Q / 10-K sourced
●Project Meridian · spread · FY22 – FY24
Line itemFY22FY23FY24Source
Revenue184.2201.7218.910-K p.41
Gross profit71.876.484.110-K p.41
Adj. EBITDA31.433.938.6MD&A p.58
EBITDA margin17.0%16.8%17.6%derived

2 items flagged for review · not guessed

SpreadYour templateAs-reported XBRL
●Where did 38.6 come from?
38.6USD m
Adj. EBITDA · FY24 · Project Meridian
Model · cell K14→10-K MD&A · p.58→Form 10-K · FY2024

Every figure keeps this chain. Anything Akyla cannot source is flagged for a human - never filled in.

ProvenanceDocument · page · cellReproducible on review
Answers with evidence

AI that shows its work.

Every answer that matters has to be reproducible on review. Akyla carries provenance from the original evidence through normalization and into whatever you ship.

Source

The original evidence.

Filing, spreadsheet, database record, market feed or internal document, captured as it was filed.

Source · page / cell / row / version
→
Context

Normalized financial meaning.

Entity, period, units, definitions, assumptions and transformations, resolved once for the whole firm.

Lineage · transformation · confidence
→
Output

Analysis you can defend.

Answer, model cell, memo or alert, with the evidence still attached when a partner asks where it came from.

Output · reproducible · source-linked
Why it lands where other tools stall
01 / Templates

Your format, not a new one.

Output lands in the model and memo structure your team already reviews, so nobody has to learn a second way of working.

No migration · no retraining
02 / Environment

Runs on your infrastructure.

Self-hosted deployment on your infrastructure. Documents and client data never leave the environment you control.

Self-hosted · NDA-compatible
03 / Citations

Sources cited. Gaps flagged.

A figure Akyla cannot source is marked for review instead of filled in. That is the difference between a draft and a liability.

Auditable on review
04 / Speed

Weeks, not quarters.

One workflow, scoped and live on your real work in four to six weeks. You see it working on your own data before you commit.

4–6 week pilot
Start with one workflow

Fixed fee. One workflow.
Measured on your real work.

Bring the workflow that costs your team the most hours - financial modeling, monthly reporting, diligence, memo prep. We baseline it, build it on your templates, and measure the result on your team's actual work.

Week 1

Set goals.

We time the workflow as it runs today and agree on the number we are trying to move.

Scope · access · baseline hours
Weeks 2–4

Build.

Sources connected, your template encoded, citations wired through, deployed inside your environment.

Your templates · your infra
Weeks 5–6

Live run.

Your team runs it on real work - a reporting cycle, a portfolio review, a filing. We sit with them, fix what breaks, and measure the same number again.

Real work · re-measured

No six-figure minimum · No annual commitment · No data leaving your perimeter

Already delivered. Now productized.

Built from real work with financial teams.

$3.5M
Delivered on engagements automating financial workflows.
800+ hrs
Manual spreading and memo prep removed from analyst weeks.
10M+
Source documents and filings indexed across deployments.
● Under NDA

We demo the solution for every customer using their real workflows. Bring yours and see it working on your own data.

Where we fit
Enterprise research platformsAkyla
Who it is built forLarge funds with a data teamBoutique banks, LMM PE & credit, asset managers
Entry costSix figures, annualFixed-fee pilot, then monthly
Time to first valueOne to two quartersFour to six weeks
Output formatTheir templateYour template
Where data sitsTheir cloudYour environment, self-hosted
Unsourced figuresSometimes inferredFlagged, never filled
The obvious questions

Where does our data actually live?

Inside your environment. Akyla deploys self-hosted on your infrastructure, so documents and client files never cross a boundary your compliance team has not already approved.

What if the output is wrong?

Every figure carries the document, page and cell it came from, so checking it is faster than producing it. Anything Akyla cannot source is flagged for review rather than filled in.

Is this software or a services engagement?

We customize the platform for you upfront using a hands-on implementation process. After that it runs on its own, on a monthly platform fee.

We already tried a general AI tool. Why is this different?

General tools see one document at a time and have no idea how your firm defines a line item. Akyla builds the shared context first, then answers on top of it, on your templates.

How small is too small?

If one workflow is eating more than a day a week of analyst time, the pilot pays for itself. Team size matters much less than how repetitive the work is.

● Thirty minutes, one workflow

Bring one workflow. We'll tell you in thirty minutes.

Show us the work your team repeats every month. We will tell you whether Akyla can take it off their desk in six weeks.