Frequently askedquestions

For teams that analyze financial statements at scale. Receivables funds (FIDCs), securitization firms and credit managers standardize balance sheets across dozens of assignors and portfolio companies; banks and cooperatives speed up the credit pipeline; fintechs and creditechs scale origination; M&A, valuation and due diligence advisors consolidate statements from many companies into one model; audit teams cut data-preparation time. In every case, Balysta removes the manual data entry and delivers validated, analysis-ready data.

You upload a PDF – native or scanned, in virtually any layout. Balysta reads statements across multiple years, handles both parent-company (controladora) and consolidated (consolidado) views, and correctly interprets different value notations – parentheses, minus signs, D/C markers, and thousands and decimal separators. It then maps everything to a standardized chart of accounts, producing structured, review-ready data in seconds instead of hours of manual entry.

Balysta reads statements in essentially any format, then standardizes them by mapping to the CVM/DFP chart of accounts – the Brazilian reference standard. That mapping is what makes statements from different companies and periods directly comparable.

Generic OCR returns raw, unstructured text, and spreadsheets require error-prone manual re-keying. Balysta returns structured, standardized, analysis-ready financial data with built-in integrity and arithmetic-consistency checks plus KPI analytics – designed for financial accountability, not just text capture.

Balysta prepares the basis for your credit analysis: it extracts and standardizes the financial statements (CVM/DFP), validates arithmetic consistency, and calculates liquidity, leverage, profitability, return, and activity KPIs. The credit decision and opinion stay with you – Balysta removes the hours of data entry and organizing that come before it.

Yes. Every document carries a history with the author, timestamp and previous value of each change – who changed which account, when, and from what to what – grouped per save and including Balysta's own automatic steps, from upload to confirmed standardization. The editor also has auto-save, undo/redo and restoring a single statement to its original extraction.

Balysta is available in Portuguese (Brazil), English, and German.

Yes. Pick a plan and activate your subscription inside the app – or start free and upgrade once you need more documents.

Full functionality – extraction, validation, standardization, consolidation and analysis – for your first 3 documents.

No time limit – your free account doesn't expire. You get 3 documents to try Balysta; for monthly volume, pick a plan.

No. You start free, without a credit card – 3 documents with access to every feature.

Everyone – credit analysts, finance professionals, accountants and business owners who work with financial statements. Create your account at balysta.ai.

Yes. You invite colleagues by email and give each one a role – admin (manages the team), member (uploads and corrects documents) or viewer (read-only). Documents, companies and analyses are shared across the workspace, and editing is serialized per document: two people never overwrite the same statement. Every plan includes a number of working seats (admin and member) plus a separate number of viewer seats.

Yes. Your documents are never used to train third-party foundation models – we hold contractual guarantees to that effect with the providers that process your statements. Data is encrypted at rest (AES-256), logically isolated per account and processed under Brazil's LGPD; part of the processing happens in the European Union or the United States, with the safeguards the law requires. The details are in the privacy policy.