Codeless Ops · AI with receipts
AI automation for finance teams that can't afford a wrong number.
Codeless Ops builds AI that shows its work. It starts with Grounded — an audit-grade retrieval layer that returns the version-correct number with its source, or tells you honestly when it can't. Ask anything. Verify everything.
- Version-correct
- Sourced to the figure
- Honest when it can't
The problem
Generic AI will hand your CFO a confident wrong number.
Ask a general-purpose tool about your financials and it always gives an answer — authoritative, and occasionally last quarter's figure, restated and now wrong. For finance, that's the number that goes in the board deck, the filing, the model the whole quarter is built on. The failure mode isn't "the AI couldn't find it." It's "the AI found the wrong version and never told you."
The flagship — Grounded
Ask anything, verify everything.
Grounded is our flagship: an audit-grade retrieval layer for financial documents. Point it at your filings, schedules, and decks, ask in plain language, and get an answer that's version-correct, sourced to the exact figure, and honest about what it doesn't know. Built for the moment that matters — when someone asks "are you sure about that number?" and you can show them precisely where it came from.
Version-correct across restatements
Ask the same question of two vintages and get two correct answers — never a blend. Which version is a first-class question, so a restatement never quietly corrupts your answer.
Shows its exact source
Every answer traces back to the specific figure it came from — the filing, the schedule, the cell. No black box. Verification is built in, not bolted on.
Abstains honestly
When the documents can't support an answer, Grounded says so instead of guessing. An AI that tells you “I can't confirm that” beats one that's confidently wrong.
Reads the grid, not the words
A number's identity comes from its position — column, period, scenario — never from what it's labelled. That discipline is the whole reason the answers hold up.
Who it's for
Made for the people who own the number.
Built for CFOs, FP&A leaders, controllers, and finance-transformation teams in reporting-heavy and regulated environments — the people for whom a wrong figure isn't a productivity hit, it's a credibility event. We work best with upper-mid-market finance teams: large enough that the version problem is real and painful, small enough that the big platform vendors aren't building it for you.
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RSS FeedIntroducing Grounded: AI that returns the version-correct number, with receipts
Grounded is an audit-grade retrieval layer for financial documents — version-correct, sourced to the exact figure, and honest when it can't answer. Here's why we built it the way we did.
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