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Kolena Finance AI

AI-powered financial document automation in minutes

Kolena provides enterprise-grade AI agents for financial services, automating complex document workflows with high-accuracy extraction and analysis across compliance, risk, and investment operations.

Details
Paid
Closed Source
Kolena Finance AI AI agent

Overview

Kolena is an AI-powered document automation platform specifically designed for financial services, enabling organizations to transform vast amounts of documents into actionable insights and streamline complex workflows.

Key Features

  • Advanced AI agents for document processing
  • Specialized solutions for real estate, financial services, insurance, and go-to-market teams
  • Automated workflows for underwriting, compliance, and risk management
  • Enterprise-grade security with SOC2 Type II and HIPAA compliance
  • No training on user data
  • Seamless integration with existing systems

Use Cases

  • Analyzing earnings call transcripts
  • Extracting insights from financial reports (S-1s, 10-Ks, 10-Qs)
  • Auditing evidence tracing
  • Cross-referencing regulations
  • Private equity due diligence
  • Credit agreement term extraction
  • Identifying document red flags

Technical Specifications

  • AI-powered document analysis
  • Encrypted data handling
  • Onshore data processing
  • Rapid deployment
  • Customizable AI agents
  • Multi-document type support