AI TOOL PROFILE
Kepler: AI for Financial Analysis and Research
- Finance and Accounting
- Financial Planning
- Investment bankers
- Equity researchers
- Hedge fund analysts
- Private equity firms
- Compliance teams
- Financial auditors
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Investment bankers, Equity researchers, Hedge fund analysts, Private equity firms, Compliance teams
- Key use cases
- Due Diligence and Red Flag Detection, Trading Comps and Valuation, Earnings Model Updates, Compliance Audit Trails, Tax Research
- Integrations
- Excel export, PowerPoint export
- Official website
- Visit kepler official website
How AI is used
Kepler is an AI platform designed for financial analysis where traceability is required. It uses a four-layer architecture that separates language processing from data retrieval, which helps ensure that the same input produces the same output, with figures linked to a specific source.
The tool is built for professionals in investment banking, equity research, and private equity. It provides indexed access to over 950,000 SEC filings and 14,000 earnings transcripts, allowing users to query financial data and export results to presentation formats.
Buyers should note that the platform is designed for regulated environments and holds certifications such as SOC 2 Type II, GDPR, and CCPA. It focuses on data lineage and reproducible results.
Key Features
Source Traceability
Traces answers and data points back to the specific source document, page, and line item.
Deterministic Architecture
Separates AI language handling from code to help ensure identical inputs produce identical outputs.
Financial Data Index
Includes indexed access to over 950K SEC filings and 14K earnings transcripts.
Excel and PowerPoint Export
Supports exporting verified data points into Excel and PowerPoint.
Multi-level Memory
Persists preferences and corrections at the individual, team, desk, and firm levels.
Enterprise Security
Supports GDPR, CCPA, and SOC 2 Type II certifications with siloed data environments.
Use Cases
Due Diligence and Red Flag Detection
Cross-referencing filings and footnotes to identify inconsistencies or off-balance-sheet exposures.
Trading Comps and Valuation
Building competitive landscapes where multiples are traced back to specific line items in a filing.
Earnings Model Updates
Pulling revenue segment breakdowns and share counts from 10-Qs to update financial models.
Compliance Audit Trails
Maintaining a data lineage from a conclusion back to the source for regulatory review.
Tax Research
Analyzing tax disclosures and deferred tax assets across multiple years of filings.
Integrations
- Excel export
- PowerPoint export
FAQ
How does Kepler differ from standard AI tools?
- Kepler uses a four-layer architecture that separates language intent from deterministic code to help ensure the same input produces the same, traceable output.
What financial data does Kepler index?
- The platform indexes over 950K SEC filings, 14K earnings transcripts, and 40M first-party IR documents across 27 global markets.
Is Kepler suitable for regulated industries?
- Yes, it is designed for regulated environments and holds GDPR, CCPA, and SOC 2 Type II certifications.
Can Kepler export data to other tools?
- Kepler supports exporting verified data points directly to Excel and PowerPoint.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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