Analyse financial information faster with secure AI
Beings is a secure AI platform designed for financial services teams working with complex documents, reports, and unstructured data. Move from time spent reconciling spreadsheets, to a single data corpus, understandable through AI that is grounded, verifiable, and secure.
Transfer extensive financial data into insight - fast
Built agentic AI workflows that handle multi-step financial risk assessment and analysis. Work through different modes of data (PDF, spreadsheets, transcripts) in the same project corpus and use AI to verify, analyse and respond to the insight you need.
Reporting grounded in data - not hallucinations
Beings operates on a strict Ground Truth principle where AI analysis is restricted to just your uploaded project corpus. This removes hallucinations and fabricated insight, giving you trusted output, where every answer comes from your data – and only your data.
Uniquely secure AI for financial industries
Beings is built for regulated environments, with zero PII leakage, encryption, and full audit logs for compliance review. Choose your AI model and how your data is stored – including “No Cloud” options for local storage, suitable for the most sensitive of projects.
“Instead of reviewing multiple reports and spreadsheets manually, we used Beings to synthesise the key insights and validate assumptions against the source documents. It dramatically reduced the time spent preparing investment briefs.”
— Investment Analyst, Financial Services
Generate traceable, source-verified analysis
Beings connects output to evidence with citations linked to source material. Follow an audit trail of AI usage and see clearly explained discrepancies. Beings helps summarise large volumes of financial information in an explainable, verifiable way.
Offload 80% of your administrative load
Beings frees you to focus on setup, analysis and stakeholder delivery, whilst ensuring human-in-the-loop AI analysis. You set the workflow, parameters and source materials, and Beings manages the repetitive analysis. Leaving you to focus on the delivery of high-impact insights.
Share research to stakeholders
Beings provides a secure, central research repository and project-bound knowledge bases, with organisation-wide institutional memory. With no additional cost per seat, to allow true visibility and collaboration across teams and stakeholders.
Secure AI, built for sensitive data
Most financial services teams don’t use AI securely, or consistently. Beings is built with secure infrastructure you can trust.
- Zero PII leakage: Personally identifiable information is never exposed to downstream processes.
- Encryption everywhere: Data is encrypted in transit and at rest, following enterprise-grade standards.
- Access control: Only verified, authorised users can access session content, recordings, or data.
- Audit-ready: Every session, action, and data interaction is logged for compliance, review, and transparency.
- Jurisdiction-aware: Our infrastructure supports GDPR, HIPAA, and global regulatory frameworks.
- Multi-corpus architecture: Remove cross-project contamination with three separate “brains” for every organisation.
AI built for financial research
Transform complex financial data into clear, verifiable insights and reduce time spent on financial modeling, risk assessment and report analysis. Beings provides a highly secure use of AI for sensitive financial industries.