Kepler: AI for Financial Analysis and Research
Kepler helps financial analysts and compliance teams perform research with a traceable audit trail. It is designed for firms that require deterministic outputs for due diligence and board reporting.
At a glance
- Category
- Finance & Accounting
- Best for
- Investment bankers, Equity researchers, Hedge fund analysts, Private equity firms, Compliance teams
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- 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
- kepler.ai
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
Traces answers and data points back to the specific source document, page, and line item.
Separates AI language handling from code to help ensure identical inputs produce identical outputs.
Includes indexed access to over 950K SEC filings and 14K earnings transcripts.
Supports exporting verified data points into Excel and PowerPoint.
Persists preferences and corrections at the individual, team, desk, and firm levels.
Supports GDPR, CCPA, and SOC 2 Type II certifications with siloed data environments.
Use Cases
Cross-referencing filings and footnotes to identify inconsistencies or off-balance-sheet exposures.
Building competitive landscapes where multiples are traced back to specific line items in a filing.
Pulling revenue segment breakdowns and share counts from 10-Qs to update financial models.
Maintaining a data lineage from a conclusion back to the source for regulatory review.
Analyzing tax disclosures and deferred tax assets across multiple years of filings.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Kepler uses a four-layer architecture that separates language intent from deterministic code to help ensure the same input produces the same, traceable output.
The platform indexes over 950K SEC filings, 14K earnings transcripts, and 40M first-party IR documents across 27 global markets.
Yes, it is designed for regulated environments and holds GDPR, CCPA, and SOC 2 Type II certifications.
Kepler supports exporting verified data points directly to Excel and PowerPoint.
Source category: Finance & Accounting
Source subcategory: Financial Planning
