CognetivyCognetivy is an open-source state layer for AI coding assistants that adds workflows, run tracking, and persistent collections - all local.
Financial Analysis & Due Diligence
Structured financial diligence with full source traceability.
Financial due diligence requires consistent analysis across multiple companies or time periods. Define a workflow that systematically reads financial statements, extracts key metrics into a structured collection, and runs your standard analysis model - reproducibly, every time.
What you'll achieve
Consistent methodology
Ratios and metrics are calculated identically across every company and period analyzed.
Multi-company comparison
All companies run through the same workflow - structured output makes side-by-side comparison straightforward.
Fully auditable
Every metric in your report links to the specific source document line it was derived from.
How it works
A repeatable workflow you define once and run any time.
Define analysis framework
Store your financial analysis schema: revenue metrics, margin structure, cash flow indicators, and risk flags.
Ingest financial data
Your agent reads financial statements, earnings releases, or exported data and populates the metrics collection.
Run ratio and trend analysis
Standard financial ratios are calculated and stored consistently across all periods and companies.
Generate analysis report
A structured financial report with period comparisons, ratio analysis, and key risk and opportunity flags.
Cognetivy features you'll use
Everything you need is already in Cognetivy.
Versioned, reusable step-by-step processes for your agent
Schema-backed data stores that persist and accumulate across runs
Structured outputs saved from any run - downloadable and linkable
Full event log of every agent session, with timing and status
Related use cases
Ready to try?
Set up your first structured workflow in under a minute.