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 Executionin one finance workspace
Turn fragmented financial data and documents into analysis 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.
One workspace.For the whole lifecycle of a deal.
Ask anything
Just-in-Time Analytics
Start with the question
Interrogate financial data, decks, memos, CIMs, lender materials, and portfolio updates in one conversation.
Follow the signal
Go deeper where the evidence is strongest, isolate the drivers, and keep narrowing the analysis until the answer is clear.
Keep the context
Deal and portfolio workspaces
One engagement record
Keep every source, conversation, analysis, and output together by deal, borrower, portfolio company, or reporting cycle.
Work that compounds
Build on the questions already asked, the evidence already found, and the decisions already made without reconstructing the work.
Analyze at scale
Matrix for documents and companies
Question every source
Run the same questions across a document set or company universe and compare structured answers side by side.
Evidence in every cell
Every finding stays linked to the underlying document, page, and quote so the analysis can be verified before it moves downstream.
Reuse what works
Repeatable finance playbooks
Encode the playbook
Capture the questions, checks, and review logic behind earnings reviews, covenant summaries, portfolio updates, and investment committee prep.
Run it with consistency
Turn proven analyst processes into workflows the team can run again without rebuilding the method or losing the standard of review.
Ask the next question immediately, follow the signal wherever it leads, and preserve the evidence all the way to the deliverable.
Talk to usSecurity & Control forhigh-stakes financial work.
Learn moreKeep project data protected, model access controlled, and every material action recorded - without separating the work from the environment your firm trusts.
Built for your environment
Keep work within your approved environment, with clear access and activity controls.
Protected project data
Files and engagement records are stored securely and access-controlled.
A clear audit trail
See project activity, agent work, changes, and review steps in one record.
Controlled model use
Use approved AI providers and keep usage aligned with your policies.
Answers you can verify
Every answer stays linked to the sources and assumptions behind it.
Flexible deployment
Choose deployment options that meet your data residency and privacy needs.
Questions,answered clearly.
Ask what matters, follow the evidence, and carry every conclusion into work that is ready to review and deliver.
REQUEST ACCESSSecondState is built for accounting, financial due diligence, audit, advisory, and corporate finance teams whose work must move quickly and still stand up to review.