01
Ask anything — Analytics & Chat
Ask questions across structured data and documents. Get finance-ready answers with citations showing exactly where every figure and finding came from, so you can focus quickly on what matters.
AI for finance
Research, Analysis, and Executionfor finance teams that need results today.
Turn fragmented financial data and documents into foundation you can interrogate, evidence you can trace, and deliverables ready for review
Built for the judgmentfinance demands.
Bring your data together. Shape it for analysis. Ask questions, compare findings, and trace every answer back to the evidence.
02
Analyze at scale — Matrix
Analyze documents or companies side by side. Apply the same questions across every source, surface patterns and exceptions, and trace each finding back to the evidence.
03
Bring your data together — Project Workspace
Bring GL detail, trial balances, spreadsheets, PDFs, and supporting schedules into one secure workspace. Keep every source organized around the deal, company, or reporting cycle.
04
Shape data your way — Transformations
Use natural language to turn inconsistent source files into finance-ready views. Catch missing fields, outliers, and reconciliation issues before they affect the analysis.
Who it’s for
Built for peoplewho sign off on numbers.
Due Diligence & Audit
New deal. New ERP. Same deadline.
Map ERP exports, test the full ledger, and review documents at scale, with findings traced to source.
See how it worksPrivate Equity
Sharper diligence before close. Clearer oversight after.
Dig into the data room before IC. Track every portfolio company against plan after close.
See how it worksInvestment Banking
Your CIM is only as strong as the client’s numbers. We get them ready.
Turn the client’s ERP exports into reconciled numbers for the data room, the CIM, and every buyer question.
See how it worksCFOs & Finance Teams
Forecast from your actuals. Test decisions before you make them.
Forecast from your actuals. Test a hire, a price change, or a new contract before you commit.
See how it worksAccounting Firms
Every client’s books. One standard of rigor.
Clean each client’s ledger, match balances to support, and flag what’s missing before review.
See how it works
Client datastays under control.
Ask about securityYou’re working with client ledgers and confidential data rooms. SecondState keeps each engagement separate, every change reviewable, and every answer traceable.
EU or US hosting
Your data stays in the region you choose. The two deployments are separate, and nothing is copied between them.
One project per engagement
Files and analysis are scoped to a project. Nothing is visible outside it unless you share it.
Every figure traced
Answers link to the rows and pages behind them, so a reviewer can check any number.
Nothing changes without you
Data transformations are validated and shown to you before they’re used. Destructive actions need approval.
Full revision history
Workbooks keep every revision. Inspect what changed or restore an earlier version.
Activity on record
Project activity and agent work are logged, so you can see who did what and when.
Your team spends its time on judgment, not data prep. We turn fragmented ERP data and company context into one reconciled, traceable foundation, then give your team a familiar co-work interface (claude / codex) to investigate and simulate on top of it.
You can. The trade-off is time: reconciling exports, documenting transformations, tracing sources, and building review workflows is a project in itself. SecondState gives you that foundation, so your team goes straight to the analysis.
The foundation SecondState builds from your company’s data and context. ERP and CRM data is reconciled into consistent, queryable datasets, every transformation is documented, and every figure stays traceable to its source. Your team and our agents work on top of it, instead of starting from raw exports each time.
SecondState integrates with multiple ERPs and CRMs, as well as Google Drive. You can also upload accounting exports, spreadsheets, and PDFs. Tell us what you run and we’ll confirm the connection before you start.
Two reasons. First, we help your firm build firm-level intelligence, not just finish individual tasks. Second, you own the intelligence behind your AI system. Our promise: use SecondState long enough, and we’ll post-train a model specialized on your own tasks.
No. Your team asks questions in plain English and reviews the results. We work with you to connect your data and set up the first workflows.
Every answer links to the rows or pages behind it. Data transformations are shown to you before they’re used, and workbooks keep a full revision history you can inspect or restore.
A short call to understand your workflow, then a focused pilot on a live or recent engagement, with agreed inputs and a clear success measure. If it works, we expand from there.