Currently in Private Beta
Automated Data Cleansing & Validation
Clean & structure your clients’ messy, non-standard accounting statements in minutes.
Advanced Modeling Capabilities
Rapidly build AI-generated 3-statement models with dynamic formulas and future forecasts.
Interactive Chat-Based Analysis
Ask questions, adjust assumptions, and derive key metrics instantly with natural language.
Adjustable Forecast Drivers
Easily manipulate model drivers for on-the-fly experimentation of various company scenarios.
Industry Templates
CIM Generation
Enterprise Security
Export to Excel
Our solution is tailored specifically for boutique investment banks, mid-market private equity, and private credit professionals.
Old Way
Spending hours cleaning up messy financial data—only to find errors.
Wasting time on tedious manual work instead of moving deals forward.
Struggling with expensive freelancers or high analyst turnover.
Feeling stuck with incomplete or disorganized accounting data.
SocraticsAI
Automate data cleansing and validation in minutes, not hours.
Build accurate, institutional-quality financial models instantly.
Eliminate manual grunt work, freeing up time for deal-making.
Gain real-time insights and metrics with interactive chat-based analysis.
AI-Enabled Services
Streamline deal execution with our network of service providers for additional transaction advisory outsourcing.
US-based client management
17 partner firms across US/LATAM
Financial Modeling, Quality of Earnings, Financial Due Diligence & Research
Rigorous quality assessment based on with US financial & accounting standards
Competitively priced and closer to home than India or the Philippines
FAQs
Experience the power of AI-driven financial modeling with a live product demo.
