From earnings call to client memo, the same morning.
Drop the earnings report, model, or investor pack. Penomic researches, structures the narrative, and ships the client-ready deliverable in one working session.
- Board-ready decks with proper financial formatting
- Automated chart generation from Excel data
- SEC-compliant investor materials
- Risk analysis and portfolio visualization
How It Works
Tailored for financial services professionals
Upload Financial Data
Drop your Excel models, earnings reports, or financial statements
Agents Extract Insights
AI agents parse your financials, calculate key metrics, and identify trends
Refine Your Draft
Get a structured starting point to customize and make your own
What You Can Create
Purpose-built output types for financial services
Click any card to learn more
Board Deck
Quarterly and annual board decks
Investor Update
LP and stakeholder communications
Earnings Review
Financial performance analysis
Risk Assessment
Portfolio and market risk analysis
Built for Financial Services
Features designed for your specific needs
Click any feature to explore
Financial Charts
Auto-generate waterfall, bridge, and variance charts from your data
Template Library
Starting templates for regulatory and investor decks (Coming Soon)
Data Integration
Direct connection to Excel, CSV, and financial data sources
Executive Format
Board-ready layouts with professional financial styling
Use Cases
Real-world applications for financial services teams
Click to see how teams use Penomic
Investment Banking
Pitch books, deal memos, and client decks
Asset Management
Portfolio reviews and investor communications
Corporate Finance
Budget decks and financial planning
Get Started Instantly
Popular starting points for financial services
Ready to Add a Powerhouse for Financial Services?
Research, analyze, synthesize — and produce client-ready output. All in one flow.
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