# Balysta

> Balysta is an AI-powered SaaS platform that extracts and analyzes financial statements (balance sheets, income statements, cash flow statements, trial balances) from PDF documents – native or scanned. Built for financial institutions and professionals who analyze credit – including funds, banks, asset managers, fintechs, creditechs, insurers, cooperatives, M&A advisors, and family offices. Analysts waste hours on manual data extraction before they can start actual analysis, and existing tools lack financial accountability or produce hallucinations. Balysta delivers structured, validated, analysis-ready financial data with built-in analytics and a conversational assistant (Lens AI). Available in Portuguese, English, and German. Free plan: 3 documents to try with full functionality, no credit card. Paid subscription plans available (see Pricing); billing is activated inside the app.

## Product

- [Homepage](https://balysta.ai/en): Product overview, how it works, pricing and free start – 3 documents to try, no credit card required
- [Platform / Product](https://balysta.ai/en/product): The full capability walkthrough – how Balysta moves a PDF from raw upload to reconciled, analysis-ready data across six stages: automatic extraction, interactive review, document-level Lens AI, company analysis, company-level Lens AI, and export
- [About](https://balysta.ai/en/about): Company story – born from watching finance teams struggle with manual PDF extraction. Combines AI, data science, and financial expertise with rigorous validation to deliver accurate, structured financial data
- [Feature Roadmap](https://balysta.ai/en/roadmap): Upcoming and planned features

## Capabilities

- Automatic extraction: Reads balance sheets, income statements, cash flow statements and trial balances – native or scanned PDFs, IFRS/GAAP and local (Brazilian) accounting standards – and verifies them on its own with integrity and arithmetic checks
- Interactive review & control: When Balysta detects an inconsistency it flags exactly where, with the source PDF side by side, so you can correct and standardize the data interactively
- Standardization to CVM/DFP: Maps line items to a standardized chart of accounts (CVM/DFP); for ambiguous cases, Lens AI explains why and proposes the exact fix, applied directly into the data
- Company analysis: Groups confirmed documents by CNPJ into a full company analysis – metric cards, liquidity/leverage/profitability/return/activity KPIs, year-over-year trends, and charts (waterfall, tornado, balancetes) with controladora vs. consolidado views
- Lens AI (conversational assistant): Ask in plain language across a document, or across a company's statements and periods – Lens answers from the real numbers, cites the source, and suggests where to look next. No hallucinated figures
- Excel export: Export a company's consolidated data – every period and statement reconciled into a single workbook, portable into your own models
- Team workspace: Invite colleagues by email and give each a role – admin (manages the team), member (uploads and corrects documents) or viewer (read-only). Documents, companies and Lens threads are shared across the workspace, and editing is serialized per document, so two people never overwrite the same statement
- Change history: Every document carries its own change history – author, timestamp and the previous value of each change, grouped per save and including Balysta's own automatic steps, from upload to confirmed standardization
- Platform: Document library, ⌘K search, CNPJ auto-clustering, #tags to organize and filter documents, live notifications, status and usage tracking, multi-language (PT/EN/DE), dark & light theme

## Plans (subscription activated inside the app)

- Free: R$ 0 – 3 documents one-time to try, full functionality, 1 user, no credit card
- Starter: 15 documents/month, 1 user
- Standard: 30 documents/month, 3 users
- Plus: 50 documents/month, 5 users
- Enterprise: 150 documents/month, 15 users
- Custom: individual volume and setup – contact Balysta
- Paid plans are quoted on request – contact Balysta for pricing. Additional documents available above the plan limit.

## Support

- [FAQ](https://balysta.ai/en/faq): Frequently asked questions — what Balysta is, who it's for (credit funds, banks, cooperatives, fintechs, creditechs, insurers, M&A advisors, family offices), whether it performs credit analysis (it prepares the data; the decision stays with the analyst), supported formats (CVM/DFP, IFRS), the free plan, pricing and security
- [Contact](https://balysta.ai/en/contact): Contact form and email (office@balysta.com)

## Legal

- [Legal Hub](https://balysta.ai/en/legal): Overview of all legal documents with version history
- [Privacy Policy](https://balysta.ai/en/legal/privacy): How we process, store, and protect your data (LGPD compliant)
- [Terms of Service](https://balysta.ai/en/legal/terms): Terms and conditions for using Balysta

## Languages

- Portuguese (Brazil): https://balysta.ai/
- English: https://balysta.ai/en
- German: https://balysta.ai/de