Klaie
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For finance

Numbers you can trace back to the source.

Ask how the quarter went and Klaie answers from your reports and spreadsheets, with a citation on every figure. Then ask for the board deck or the forecast model. Finance stays restricted to the people who should see it.

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How are we doing this year, and what should I warn the board about?
Read 3 documents you have access to

Good year overall. Revenue is up 18%, mostly from enterprise renewals1. The one I'd raise: hosting costs grew faster than revenue in Q3, and that trend eats the margin gains if it holds2.

Q3 board updatePresentation · 9 slides · ready to edit
1CompanyFY26 annual report2CompanyQ3 cost review.xlsx
Example: someone asks Klaie “How are we doing this year, and what should I warn the board about?”

Built for work that gets checked.

Every figure is cited

Each number in an answer links to the report or spreadsheet it came from.

Models with live formulas

Forecasts and budgets come back as Excel files with working formulas, not pasted values.

Finance stays restricted

People without access to Finance get no financial answers, because the files are never read for them.

Unreleased numbers stay private

Use Sensitive mode for results that aren't public yet. Nothing goes to an outside AI provider.

What finance teams use Klaie for

The recurring work that eats the end of every month:

  • Board and investor updates drafted from the annual report and the latest cost review
  • Variance explanations: what moved, and which document says why
  • Budget and forecast spreadsheets with formulas you can change
  • A Monday-morning summary of what changed in the numbers

Safe to roll out to the whole company

When Maya, the founder, asks how the finances are doing, she gets the numbers. When Jordan in engineering asks the same question, Klaie tells him it can't find financial results he has access to. The finance report is never fetched for him, so no model ever sees it.

Questions people ask

Can Klaie read Excel files?

Yes. It reads .xlsx, CSV and TSV files, and the spreadsheets it makes keep working formulas.

Who can see financial answers?

Only people who can open the underlying files. Access is checked inside the search, before anything reaches a model.

Is it accurate enough for board materials?

Klaie cites the source of every figure so you can check it, and says when sources disagree or don't cover something. Review the numbers before they go to the board, as you would with any draft.

Keep exploring

Decks, documents and spreadsheetsPowerPoint decks, Word documents and Excel models with working formulas, drafted from your sources.Learn more Sensitive modeA private model for HR cases, legal drafts and unreleased numbers. Nothing goes to an outside AI provider.Learn more Founders and executivesCited answers about the business, board decks on request, and a morning briefing.Learn more Permission-aware searchAnswers from company files and apps, with each person's access checked before a model reads anything.Learn more

Start with one question.

Setup takes about a minute. Bring in files and apps whenever you're ready.

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