Automate tedious workflows

AI for Finance

Automatically analyze SEC filings, generate investment memos, compliance and diligence checks, and more — accurately and in minutes, not weeks!

Create an AI agent in minutes

Quickly create a powerful AI agent tailored to your needs—no complex setup required. Automate workflows, analyze data, and enhance decision-making.

What Can You Automate with AI?

State of the art AI to automate QC, data entry, and other tedious tasks with high quality results

Key Benefits

  • Eliminate Busy Work: No more manually combing through lengthy lease agreements, maintenance requests, or contractor reimbursements.
  • Cut Costs Without Compromise: Automate offshore tasks with AI-powered solutions that are faster, cheaper, and more accurate.
  • AI-Powered Insights: Instantly flag missing information, pull out key lease terms, and spot recurring issues in maintenance requests.
  • Lock iconKeep Your Data Secure & Onshore: AI-driven automation lets you keep sensitive data in-country while maintaining operational efficiency.
  • Improved Compliance & Risk Management: Automatically detect compliance risks and inconsistencies in contracts, lease agreements, and financial documents.
  • Seamless Integration with Existing Workflows: Plug AI into your current property management systems to enhance efficiency without disrupting operations.

AI Agents that get tasks done!

Hundreds of real use cases to deliver real ROI on day one.
  • Analyze Earning Calls
    Analyze earnings call transcripts to extract insights and sentiments, aiding in investment decision-making.
  • Analyze Financial Reports
    From S-1s to 10-Ks to 10-Qs, extract and analyze any metrics or topic for streamlined financial analysis and reporting. "Chat" with the docs to get the answers you need.
  • Analyze Audit Evidence
    Trace and vouch audit evidence against transactional data and summarize findings.
  • Cross Reference Regulations
    Quickly research tax questions across private rulings or SEC draft legislation to inform guidance.
  • Private Equity Diligence
    Summarize data rooms, complete DD checklists, build custom benchmarks, extract Key deal metrics & data
  • Capture key terms in credit agreements
    Extract and compare key information and high level amendments.
  • Instantly Identify Red Flags
    Review key clauses, compare risks, and find red flags on any type of document.
  • and many more...
    Send us a message with your use case

Enterprise AI That Works

Enterprise-Grade Security

The security and compliance needs of our customers are a top priority at Kolena. We continuously work on making sure we live up to the highest industry standards.
  • AICPA_SOC_2_certification
    SOC2 Type II
  • hipaa compliant logo
    HIPAA-Compliant
  • Magnifying glass icon
    No training on user data
  • Lock icon
    Encrypted in transit and at rest