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[ 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

Your diligence data is valuable. Make it actionable.

Start building document agents that accelerate deals and reduce risk.