Financial intelligence

No more data entry.Start analyzing.

AI-powered extraction, validation and standardization. Reliable, analysis-ready data in seconds.

You provide
Balance sheet
Trial balance
Cash flow
Income statement
+more formats
Balysta · Financial intelligence
Balystaautomatic
  • 01Extractfrom any PDF
  • 02Validatearithmetically
  • 03StandardizeDFP · consolidated
  • 04AnalyzeKPIs · Lens AI
  • 05ExportExcel · API
You receive
Platformanalytics · Lens AI · audit trail
XExcelconsolidated & formatted
{}APIto integrate
How it works

Raw document in.Ready analysis out.

Automatic extraction of balance sheets, income statements and cash flow statements from any PDF – standardized, consolidated and ready for analysis.

01 · Extract

All your data, from any PDF

Balance sheets, income statements, cash flows, trial balances – scanned or digital, in any layout. The AI reads all the data and returns structured results.

  • Any PDF – scanned or digital
  • Balance sheet, income statement, cash flow, trial balance
  • Structured data in seconds
Balance sheetSCAN
Cash and equivalents8,412
Accounts receivable12,300
Inventory4,100
Total assets48,200
02 · Validate

The math checks out

We check the totals for consistency inside the document's own structure – revealing errors and inconsistencies in the PDF itself.

  • Totals verified against the structure
  • Document errors revealed
  • Numbers you can trust
Current assets24,812
Cash and equivalents8,412
Accounts receivable12,300
Inventory4,100
totals match the accounts
03 · Standardize

Different names, one base

Every account maps to the coded CVM/DFP standard – and parent, consolidated, periods and companies become one comparable base, without double counting.

  • CVM/DFP chart of accounts (1 › 1.1 › 1.1.1)
  • Parent + consolidated reconciled
  • No double counting
CashCash & bank balancesTrade receivables2024Company Xparent2024Company Xconsolidated2023Company Xconsolidated
Account202220232024
Cash & equiv.6.17.28.4
Net revenue12.413.614.8
EBITDA3.03.33.6
parent + consolidated reconciled · no double counting
04 · Analyze

From data to decision

KPIs, result bridge and year-over-year evolution – with Lens AI, our assistant, for questions in natural language.

  • KPIs with sector benchmarks
  • Result bridge and time series
  • Lens AI in natural language
Current ratio
3.26
+1.58vs 2024
ROE
31.0%
+4.5 ptsvs 2024
ResultRevenueNet income
Gross margin
38.5%
EBIT margin
18.2%
Net margin
8.0%
05 · Export

Take everything with you

Consolidated, formatted Excel – or connect via API to your workflow.

  • Consolidated Excel, ready to share
  • API for system integration
  • Consistent structure in every export
Xconsolidated_base_2024.xlsx
ConsolidatedBalanceP&LKPIs
GET/v1/statements?company=x&year=2024200
{} JSON · to plug into your workflow
Who it's for

Built for teams that analyzestatements at scale

Funds, banks, advisors and audit teams share one bottleneck: statements arrive as PDFs that someone has to retype before anyone can analyze them.

Receivables funds (FIDCs), securitization firms and credit managers
Standardize balance sheets from dozens of assignors and portfolio companies onto one comparable base.
Banks and credit cooperatives
Speed up the credit pipeline: the analyst gets checked numbers, not a PDF to retype.
Fintechs and creditechs
Scale origination without scaling the back office.
M&A, valuation and due diligence advisors
Consolidate statements from many companies into a single model, period by period.
Audit teams
Cut data preparation from hours to minutes, with the arithmetic already reconciled.
Pricing

Start free.Scale when you need.

Every plan includes full functionality – the difference is volume.

Starter

For individual analysts

  • 15 documents/month
  • 1 user+ 5 viewers (read-only)
  • ~80 Lens AI messages/month

Standard

For small teams

  • 30 documents/month
  • 3 users+ 10 viewers (read-only)
  • ~160 Lens AI messages/month

Plus

For growing teams

  • 50 documents/month
  • 5 users+ 25 viewers (read-only)
  • ~300 Lens AI messages/month

Enterprise

For departments and advisory firms

  • 150 documents/month
  • 15 users+ 50 viewers (read-only)
  • ~1000 Lens AI messages/month

Or test it on your own statements: 3 free, no credit card. Start free

One document = one financial statement as PDF – balance sheet, income statement, cash flow or trial balance, digital or scanned.

Additional documents available, up to +50% of your plan limit.

Need more volume, seats or an individual setup? Custom solution

Ready when you are

From data entryto decision

Upload a PDF and watch your data come back structured, validated and analysis-ready – in seconds.

3 documents free · full functionality · no credit card