Automate tedious workflows
AI for Financial Services
Automatically analyze SEC filings, generate investment memos, compliance and diligence checks, and more — accurately and in minutes, not weeks!
Trusted By Top Businesses of All Sizes
Automate Your Document-Heavy Workflows
AI-powered automation built for financial services. Specialized AI agents, ready to handle underwriting analysis, compliance reviews, regulatory document processing, loan packet reviews, policy checks, and more.
What Can You Automate with AI?
Scale smarter with Kolena AI
Trusted by financial innovators and industry leaders, Kolena automates complex document workflows, enabling faster, more accurate decisions across compliance, risk, and investment operations.
"Kolena has transformed the way we process information. It's a game changer. The accuracy is unmatched and extractions have been spot on. With Kolena, we've streamlined our workflows, eliminating inefficiencies and replacing legacy systems with a solution that delivers far more data with precision.
Kolena has become an essential part of our operations, helping us classify, extract, and process data with intelligence and reliability. We've used it extensively, and we're excited about what's next. It's a game-changer."
Kolena has become an essential part of our operations, helping us classify, extract, and process data with intelligence and reliability. We've used it extensively, and we're excited about what's next. It's a game-changer."
Adam Yax, Chief Information Officer, Loffa
"Kolena has transformed the way we process information. It's a game changer. The accuracy is unmatched and extractions have been spot on. With Kolena, we've streamlined our workflows, eliminating inefficiencies and replacing legacy systems with a solution that delivers far more data with precision.
Kolena has become an essential part of our operations, helping us classify, extract, and process data with intelligence and reliability. We've used it extensively, and we're excited about what's next. It's a game-changer."
Kolena has become an essential part of our operations, helping us classify, extract, and process data with intelligence and reliability. We've used it extensively, and we're excited about what's next. It's a game-changer."
Adam Yax, Chief Information Officer, Loffa
State of the art AI to automate QC, data entry, and other tedious tasks with high quality results
Key Benefits
Eliminate Busy Work: No more manually combing through lengthy lease agreements, maintenance requests, or contractor reimbursements.- Cut Costs Without Compromise: Automate offshore tasks with AI-powered solutions that are faster, cheaper, and more accurate.
- AI-Powered Insights: Instantly flag missing information, pull out key lease terms, and spot recurring issues in maintenance requests.
- Keep Your Data Secure & Onshore: AI-driven automation lets you keep sensitive data in-country while maintaining operational efficiency.
- Improved Compliance & Risk Management: Automatically detect compliance risks and inconsistencies in contracts, lease agreements, and financial documents.
- Seamless Integration with Existing Workflows: Plug AI into your current property management systems to enhance efficiency without disrupting operations.
Eliminate Busy Work: No more manually combing through lengthy lease agreements, maintenance requests, or contractor reimbursements.
Cut Costs Without Compromise: Automate offshore tasks with AI-powered solutions that are faster, cheaper, and more accurate.
AI-Powered Insights: Instantly flag missing information, pull out key lease terms, and spot recurring issues in maintenance requests.
Keep Your Data Secure & Onshore: AI-driven automation lets you keep sensitive data in-country while maintaining operational efficiency.
Improved Compliance & Risk Management: Automatically detect compliance risks and inconsistencies in contracts, lease agreements, and financial documents.
Seamless Integration with Existing Workflows: Plug AI into your current property management systems to enhance efficiency without disrupting operations.AI Agents that get tasks done!
Hundreds of real use cases to deliver real ROI on day one.
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Analyze Earning CallsAnalyze earnings call transcripts to extract insights and sentiments, aiding in investment decision-making.
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Analyze Financial ReportsFrom S-1s to 10-Ks to 10-Qs, extract and analyze any metrics or topic for streamlined financial analysis and reporting. "Chat" with the docs to get the answers you need.
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Analyze Audit EvidenceTrace and vouch audit evidence against transactional data and summarize findings.
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Cross Reference RegulationsQuickly research tax questions across private rulings or SEC draft legislation to inform guidance.
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Private Equity DiligenceSummarize data rooms, complete DD checklists, build custom benchmarks, extract Key deal metrics & data
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Capture key terms in credit agreementsExtract and compare key information and high level amendments.
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Instantly Identify Red FlagsReview key clauses, compare risks, and find red flags on any type of document.
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and many more...Send us a message with your use case
Enterprise AI That Works
Enterprise-Grade Security
The security and compliance needs of our customers are a top priority at Kolena. We continuously work on making sure we live up to the highest industry standards.
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SOC2 Type II -
HIPAA-Compliant
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No training on user data
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Encrypted in transit and at rest
