Financial AI
Research Workspace

Unlock value across all your data to accelerate research, collaboration and decision-making.

How It Works

Don't let manual research
slow you down.

Keeping up with every market, company, and data source was impossible. Fira brings it all together so you can ask questions and trust the answers.

01

Connect data

Start researching immediately with preloaded market data and public filings. Connect Google Drive, OneDrive, SharePoint, or Box to unlock Fira's full potential.

02

Ask and research

Analyze companies and markets across multiple sources and hundreds of complex financial documents. Built specifically for finance to understand long reports, Excel files and complex charts.

03

Verify and export

Every answer is grounded in evidence, with citations down to the exact cell or paragraph. Preview sources inline, verify with confidence, and export directly to Excel.

Use-cases

Research with confidence

Fira brings your internal documents, data rooms, and external datasets into a single AI workspace built for multi-document Q&A with auditable, cited answers.

Quantitative Research

Benchmark peer companies. Easily compare revenue, margins, and key metrics across multiple companies by pulling data directly from source filings.

Benchmark peer companies.

Features

Purpose-built for finance

Complex tables, nested spreadsheets, and hundreds of filings. Tools designed for how finance actually works.

Financial Document Processing

Financial Document Processing

Generic AI falls short in high finance. Fira reads complex tables, nested sheets, and scanned documents with precision.

Granular Source Citations

Granular Source Citations

Every answer grounded in evidence. Citations down to the specific cell, row, or paragraph. Built for the audit trail mindset.

Powerful Search at Scale

Powerful Search at Scale

Seamlessly integrates internal and external data at any scale. Navigate thousands of PDFs, spreadsheets, and presentations with ease.

Financial Graphs

Financial Graphs

Understand complex data visually. Generate charts that meet the standards of top-tier banks, ready for client deliverables.

Instant P&L Extraction to Excel

Instant P&L Extraction to Excel

Turn static PDFs into workable models. Copy-paste financials into Excel with formatting preserved.

Deep-Link Collaboration

Deep-Link Collaboration

Share evidence, not just conclusions. Direct links to specific paragraphs or tables. Perfect for model footnotes and client communication.

Data Sources

Unified Data Sources

Fira comes with extensive public datasets. Start researching instantly, and gradually connect your own data sources as you go.

Public Data

SEC & International Filings
Investor Presentations
UK Companies House

Your Firm's Data

Microsoft SharePoint
Google Drive
Box

Market Data

Broker Research
Web & News
YouTube Channel Transcripts

Security

Enterprise Grade Security

Your data security is our top priority. We maintain the highest standards of compliance and data protection to ensure your sensitive financial information stays protected.

SOC2

SOC 2 Compliant

Q1 2026

GDPR

GDPR Compliance

Bespoke DPA

No Training on Your Data

Company Data Isolation

Usage Visibility

Fira • Financial Research Platform