CAESARS – AI-powered company analysis

More time for analysis. Less time assembling reports.

CAESARS takes financial data from data vendors and company filings, extracts what your analysis needs, and drafts the analysis report with links back to its sources.

See the case study Email the team

Developed through a credit-analysis project with a partner bank.

Built for the way
your team works.

For credit and financial analysis teams.

See the case study
Qantas annual reports in the Files tab, with source links and the selected report open
Qantas financial statements with a source popover linking the selected figure to the annual report
The Business Overview report with cited text, revenue chart, legend and segment table

Qantas is shown for demonstration purposes only. CAESARS is not affiliated with, sponsored by or endorsed by Qantas.

Case study

How CAESARS helped a bank draft analysis reports faster.

Financial figures linked to their sources. Analyst revisions recorded. A report draft structured for the team’s review.

Select a stage to explore the workflow.

Selects the company.

Enter a company name and CAESARS resolves it to the corresponding listed entity. If the match is uncertain, the company remains unverified rather than being guessed.

Company search: four listed candidates for the name typed, the Australian listing selected

Finds the filings.

CAESARS searches supported exchanges, regulators, investor-relations sites and other trusted public sources for the relevant filings. Each filing is added to the project with its source and provenance recorded.

The Files tab: six annual reports with their sources, one open in the viewer

Extracts the financial data.

CAESARS extracts the income statement, balance sheet and cash flow as a starting point, then captures the additional tables and line items required by the analysis. It aligns the data across periods, runs validation checks, and keeps every figure linked to its source page.

Extraction in progress: figures filling the grid while the chat reports what is being read

Reviews and confirms the data.

Open any figure to inspect its source. Accept it, edit it with a reason, or choose the right figure when filings disagree. Every decision is recorded and reversible.

Hovering a figure shows the page of the filing it was read from

Builds the forecast.

The verified financial data is exported to the analyst's workbook. The analyst adds forecasts and assumptions using the team's existing model, then uploads it back to CAESARS. CAESARS re-checks the model and flags forecasts that do not reconcile.

Illustrative cash balance forecast with historical data, a blue base case and an orange downside scenario. Synthetic data, not a live forecast or product screenshot.

Creates a review-ready draft.

CAESARS produces a review-ready draft using verified financial data and source filings, following the team’s template, structure and terminology, with citations throughout. Analysts review and revise it before export.

The drafted analysis report: the Business Overview section with citation marks and a revenue-by-segment donut chart drawn from the financial data

Qantas is shown for demonstration purposes only. CAESARS is not affiliated with, sponsored by or endorsed by Qantas.

How it is built

A team of specialised agents, working in one controlled workflow.

CAESARS runs as a team of specialised AI agents. A lead orchestrator plans the workflow, assigns tasks to the right agents, and tracks progress throughout the run. Specialist agents handle document sourcing, financial extraction, validation and drafting, working in parallel where possible. Each result is checked before it moves to the next step, making the overall process faster, more consistent and easier to review.

Lead orchestratorPlans the workflow, assigns tasks to the right agents and tracks progress
  1. 01Sourcing agents

    Find and gather the relevant filings and data.

  2. 02Extraction agents

    Extract the financial data the analysis requires.

  3. 03Validation agents

    Check that figures reconcile before handoff.

  4. 04 · ANALYSTAnalyst review

    Reviews and confirms the data.

  5. 05Drafting agents

    Draft the analysis report in the team's structure.

  6. 06Export

    Deliver the output in the format the team uses.

Review-ready analysis report
  • Parallel where possible
  • Checked before handoff
  • Traceable to source

Get in touch

See how CAESARS could work for your team.

Walk through the platform with our team and discuss your data, report templates and review process.

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