[ Financial due diligence ]
Build document agents for financial due diligence
LlamaIndex helps investment and audit teams parse contracts, financial statements, and compliance docs — accelerating diligence and reducing risk.
Challenge
Investment research docs are everywhere. And they’re underused.
- Financial docs contain tables and charts challenging traditional OCR
- Contracts and filings buried across data rooms
- Manual review slows deal timelines
- Risk clauses and obligations hidden in fine print
Data
Clarity
Solution
Put diligence on autopilot with document-native AI agents.
- Extract key terms from contracts and agreements
- Summarize risks and obligations across portfolios
- Compare filings across entities for discrepancies
- Generate structured diligence reports
Data
Chaos
Clarity
Use cases
Agents built for research and compliance teams, not just engineers

01
Investment Research
Synthesize filings, earnings decks, and reports into crisp, comparative insights

02
Contract Analyzer
Extracts obligations, risks, and clauses

03
Risk Summarizer
Highlights compliance or liability concerns

04
Entity Comparator
Diffs terms and conditions across contracts

05
Audit Assistant
Prepares structured diligence documentation
Why Llamaindex
Trusted automation that understands how analyst teams work
Unmatched accuracy
LlamaCloud is purpose-built for complex documents with charts and tables.
Explainability
Citations, traceability, and confidence scores on every field
Developer-ready
Python and Typescript SDKs, APIs, and fine-tuned control.
Enterprise-scale
Handle thousands of reports with parallel pipelines
Compliant & auditable
For use in high-governance environments
Complete solution
Bring together document intelligence and agent workflows for end-to-end automation
How it works
From document chaos to agent intelligence
01
Upload documents (invoices, forms, contracts)
02
Parse and extract key information
03
Agents take action — route, validate, log, notify
04
Review or monitor via dashboards, API, or integrations
Trusted by financial diligence teams at scale
Testimonials
As an Applied AI Data Scientist at one of the world's largest Private Equity Funds, I can attest that LlamaIndex's LlamaParse stands out as the premier solution for parsing complex documents in Enterprise RAG pipelines. Its exceptional handling of nested tables, complex spatial layouts, and image extraction is crucial for maintaining data integrity in advanced RAG and agent-based model development.
LlamaIndex’s framework gave us the flexibility we needed to quickly prototype and deploy production-ready RAG applications. The state of the art document parsing capabilities of LlamaParse have been particularly valuable – it handles our complex documents, including tables and hierarchical structures, with remarkable accuracy. The active community support and responsiveness of the LlamaIndex team meant we could quickly troubleshoot and optimize our implementations. What really stands out is how seamlessly we could customize the retrieval pipeline for our specific use cases while maintaining enterprise-grade performance. Salesforce Agentforce team has been leveraging LlamaIndex heavily.
LlamaCloud’s ability to efficiently parse and index our complex enterprise data has significantly bolstered RAG performance. Prior to LlamaCloud, multiple engineers needed to work on maintenance of data pipelines, but now our engineers can focus on the development and adoption of LLM applications.