AI for Financial Analysis
Earnings transcripts, due diligence, and filings at scale
Three earnings calls at once, all covered. Ask what management said about margin compression across every transcript. Get cited answers traced to the exact document, page, and passage.
200,000+
Professionals worldwide
20%
NBIM productivity lift (213K hrs)
Unlimited
Documents per session
$7
Lite Tier
Problem quantification
Here's what the old way actually costs you
Copy-pasting source text into ChatGPT. Stacking subscriptions across multiple AI platforms. Manually verifying every citation. The time savings disappear in friction.
6 hrs
Per week
Copy-pasting source text into ChatGPT that forgets it an hour later. Reading you should have done Tuesday.
$60-80
Per month
Stacking ChatGPT + Claude + Perplexity because no single tool handles your full workflow.
∅
Trusted citations
ChatGPT invents authors, fake journals, page numbers that don't match. Every citation needs manual verification.
∞
Tabs and context lost
Copy your prompt, open Claude, paste it, wait, switch back, lose your train of thought somewhere in the middle.
Core capabilities
How financial professionals use Otio for document analysis
Cross-document synthesis with cited precision. Unlimited document scale for diligence. Every model in one workspace. CSV and PDF in the same session.
Cross-document synthesis, cited
Upload 30 earnings transcripts. Ask what management said about supply chain risks across all of them. Cited answers traced to each page.
Unlimited scale for diligence
ChatGPT caps at 10 files. Enterprise platforms need months of onboarding. Otio handles unlimited documents — upload the entire data room.
Every model in one workspace
Claude for long-document reasoning. GPT for structured extraction. Gemini for multimodal. Switch mid-session without losing context.
CSV and PDF in the same session
Upload the CSV and the 10-K that explains it. Ask one question across both. Create visualisations from data, trace insights back to source.
How it works
Otio gives it all back: one workspace, every AI model, every answer cited
Upload anything. Query across your full library. Get a structured starting point with cited sources. The financial judgment stays yours.
1
Upload anything
PDFs, articles, transcripts, CSVs. Connect Google Drive, Dropbox, OneDrive, Box. No file limits, no format restrictions. Your entire document set in one workspace.
2
Query across your sources with any model
Query across the full library or target specific files. Switch Claude, GPT, Gemini, DeepSeek mid-session without losing context. Every answer cites the exact page and passage.
3
Start from a structured synthesis
Extract findings, surface inconsistencies, pull specific metrics across dozens of documents. Research phase compressed. Citation trail intact. Financial judgment still yours.
Workflow qualification
Built for document-heavy financial research, not modeling or forecasting
Otio doesn't build financial models, generate forecasts, or provide live market data. It accelerates the document research phase that feeds your models and analysis. You still own the financial judgment.
Earnings transcript coverage at scale
Cover multiple companies even when calls overlap. Cross-document queries with cited answers from each transcript.
Due diligence document analysis
Hundreds of loan agreements, financial statements, compliance docs. The data room becomes a queryable research library.
Regulatory and competitive analysis
Competitive 10-Ks, industry reports, company disclosures. Pull specific metrics or commentary across all of them.
What Otio does NOT do
No financial modelling. No forecasting. No live market data. That's still Excel, Bloomberg, and your judgment.
Use case deep dive
Stop losing weekends to document review
Before-and-after for the workflows financial professionals actually live in. Time savings, citation precision, financial judgment still yours.
Equity research
Three calls scheduled simultaneously. Attend one live, transcripts for the other two later, manually track what each management team said. With Otio: upload all three. Ask what each said about margin guidance. Cited answers from each in minutes.
Investment banking / PE
80 documents in the data room. Read each manually, track findings in a spreadsheet, cross-reference inconsistencies by hand. With Otio: upload the entire room. Targeted questions across all docs. Surface inconsistencies with cited sources. Weeks to days.
Corporate finance
15 competitor 10-Ks to understand industry trends. Manual metric extraction. Build the comparison table by hand. With Otio: upload all 15. Pull specific metrics or commentary across everything. Structured synthesis with cited sources in a fraction of the time.
Model assumption sourcing
Build a model with assumptions drawn from multiple source documents. Track sources manually in footnotes. With Otio: every assumption traced to the exact document, page, and passage. The auditable source trail institutional work requires.
Vs the alternatives
How Otio fits between enterprise platforms and general AI
Hebbia-grade document research without enterprise overhead. Citation precision general AI can't match. Not a replacement for Bloomberg or Excel - different part of the workflow.
Vs Hebbia
Enterprise capability, accessible scale
Hebbia serves institutional finance with enterprise pricing and lengthy onboarding. Individual analysts need similar document research capability without months of implementation. Otio: unlimited documents, page-level citations, start in minutes.
Vs ChatGPT / Claude
Citations general AI can't match
Useful for synthesis but known citation hallucination issues - invented page numbers, fabricated sources. ChatGPT caps at 10 files, forgets your documents per session. Otio: unlimited docs, persistent library, every answer cited to exact passage.
Vs Bloomberg / AlphaSense
Different workflow, not a replacement
Bloomberg and AlphaSense are the right tools for live market data and curated databases. Otio is for analysing your own uploaded documents. Different parts of the workflow - Otio handles document research, market data platforms handle live feeds.
Testimonials
What our users say
Security and compliance
Built for professionals who work with sensitive documents
Earnings data, due diligence files, proprietary research. Otio is designed to work with your sources, not around them. You still own compliance with regulatory requirements and internal policies.
Your documents stay private
Otio generates answers only from material you upload. Not used to train AI models. Not shared with third parties.
Citation verification for audit trails
Every answer cites the exact document, page, and passage. The verification standard institutional work requires, built into every query.
No hallucinated references
Otio tells you when something isn't in your documents rather than inventing an answer. Every source verifiable.
Compliance stays with you
Otio accelerates research. You own regulatory compliance, internal policies, and professional standards. Tool provides cited synthesis; analyst signs off.
Common questions from financial professionals
Is Otio a financial modeling or FP&A tool?
No. Otio is for document-intensive financial research — not for building models, forecasting, or accessing live market data. Otio accelerates the document research phase that feeds your models. The analyst still owns financial judgment.
Can Otio analyze multiple earnings transcripts simultaneously?
How does Otio handle long documents like 10-Ks or offering memoranda?
How does Otio cite its answers?
Can I analyze CSVs alongside PDFs in the same session?
Does Otio replace Bloomberg or AlphaSense?
What happens to my documents after I upload them?
Why wouldn't I just use ChatGPT?
Cover this quarter's earnings without losing your weekends
Unlimited documents. Every AI model. Cited answers. No credit card.
