AI designed for finance
Accelerate your firm's productivity and redefine how you serve clients.
Streamline your work in one intelligent workspace
Kaplan brings together your firm's documents, data, and analysis in a secure, connected environment.
Request a demo~20%
Reduce time spent pulling insights from documents, models, and data sources by up to twenty percent.
3x
Achieve a 3× increase in client-ready deliverables by unifying research, analysis, and execution in one seamless workflow.
100+
Tap into hundreds of internal and external data sources within a single secure interface.
Give your firm a head start
Kaplan cuts through filings, notes, and models to deliver insights you can use — instantly.
Unified intelligence
Access high-quality financial data sources or add your own internal content into a single knowledge base.
Analysis that scales
Search, verify, and extract key insights from complex documents and models in minutes instead of hours.
Ready-to-use outputs
Turn analysis into polished outputs — memos, tables, decks, and charts — all compatible with your existing tools.
Expert-level results
Turn hours of work into minutes with automated workflows built for scale
10x
Average workflow acceleration
Countless ways you can use Kaplan to drive real business results
Raise the standard for how finance work is done across your entire organization
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Custom-trained Models
LLMs built for finance, trained to understand industry-specific language and interpret everything from detailed financial reports to complex charts.
Safe, Secure and Private
Enterprise-grade protection built with encryption and privacy controlsthat ensure your data stays confidential and is never used for training.
Integrations
Connect seamlessly with the tools you already use to enhance your existing workflows, work more efficiently, and deliver stronger results.
