FinanceStudio · Evidence-to-engagement intelligence

Turn a coverage objective into a review-ready deliverable.

One durable research workspace binds the objective, frozen cohort and metric set, one fixed period, as-of date, an explicit currency basis (common reported currency or cited USD equivalent), group-consolidated scope, and evidence policy to the work that follows.

  1. 01ObjectiveDecision first
  2. 02WorkspaceScope versioned
  3. 03EvidenceClaims cited
  4. 04DeliverableReview visible
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workspace outcome capital review brief ready for review
source verified citation linked audit ok
objective to scope workspace to evidence claim to citation analysis to review draft to approval action to audit objective to scope workspace to evidence claim to citation analysis to review

Evidence-to-engagement loop

One continuous piece of work. No context dropped between steps.

Sense what changed, investigate in a durable scope, compare with deterministic tools, review the evidence posture, and engage with an artifact that keeps its trail.

01

Sense what changed—and what is fresh enough to trust.

Approved discovery, source state, period, and freshness expose the signal. Private uploads enter the same custody and legal pipeline.

02

Investigate inside a durable research workspace.

Freeze the ordered cohort, approved metrics, one fixed period, an explicit currency basis, group-consolidated scope, and evidence policy in an immutable revision. Reported basis requires one common currency; a mixed-currency cohort requires frozen, cited USD-equivalent FX. Every research run binds that exact revision.

03

Compare without quiet assumptions.

Deterministic tools own the arithmetic. Native evidence tables keep bank, period, unit, source, and citation beside every comparable fact.

04

Review blockers before they become output risk.

Conflicts, missing citations, source state, and approval posture stay visible. Valued-but-uncited rows fail closed.

05

Engage with the evidence still attached.

Turn approved analysis into a briefing, workbook, deck, or reproducibility package from one governed export manifest.

Platform surfaces

The workspace is the product spine—not another folder.

It makes intent and scope durable while specialist surfaces handle research, comparison, evidence, memory, and output.

Research workspace · shipped

One durable context for the work.

Owner-scoped workspaces preserve the objective and the executable fixed-period policy. Scope changes create a new immutable revision instead of erasing history.

AI research

Ask over filings and private uploads.

Grounded answers become native cited tables and peer matrices when comparable figures are involved. A Research Run starts as one composite governed Action and exposes its internal domain work as an operation trace, not invented child Actions.

Unified discovery

Search the complete work graph.

Find banks, documents, evidence, workspaces, memories, uploads, sessions, queries, and outputs from one bar.

Document intelligence

From page to proof—without losing the human context.

PDF parsing, table-aware retrieval, citation drill-through, owner-scoped memory, and explicit fallback labels when a cited page is stale.

Action plane

AI advances the work. The control plane stays fixed.

The same registry powers UI operations and the AI tool surface. A model can investigate, chain steps, and create output, while role, trusted-orchestrator policy, dedicated binary transport, confirmation, and validation remain server-enforced. Mutations require idempotency. Every attempt receives a sanitized umbrella audit, even when rejected before execution or returned as a deduped replay. Only a successful mutation emits its canonical domain event.

Governed Action lifecycle The wheel shows the core lifecycle. After lookup and role, trusted-orchestrator policy and dedicated binary transport are enforced when applicable; confirmation, validation, mutation idempotency, execution, and finalization remain in the same dispatcher. Every attempt receives a sanitized audit event; only successful mutations emit domain events. dispatch Action lookup role confirm validate dedup execute audit

GCC financial model

Fixed-period. Currency-explicit. Source-aware.

FinanceStudio tracks banks, reporting currencies, periods, source status, cited operands, derived ratios, external benchmarks, macro context, and reconciliation state.

FactCited
RatioDerived
GapExplained
ReviewVisible
AssetsUSD eq.
PeriodFY2025

Comparable analysis without quiet assumptions.

Reported values, frozen cited USD equivalents when selected, formulas, units, periods, and caveats travel with the metric. Reported-basis Workspaces require one common currency. Mixed-currency cohorts are admitted only on the explicit USD-equivalent basis with exact FX evidence; missing or conflicted derivation inputs fail closed.

FY2022-FY2025 interim halves 7 currencies derived ratios macro context conflict flags source freshness

Reports and output

One manifest. Every artifact. Same evidence.

Chat can become a report, and a report becomes a governed export. Each format shares citations, methodology, source snapshot, review state, and reproducibility metadata.

PPTX Peer deck native charts
XLSX Workbook auditable sheets
PDF Briefing note source appendix
ZIP Evidence pack citations + methodology
DOCX Review memo editable cited narrative
CSV Data extract row-local source register

Trust surface

Controls that are visible, testable, and hard to bypass.

Hash-chained audit

Every Action attempt appends a sanitized umbrella event, including rejection and replay. Successful mutating services append their domain events to the same re-verifiable SHA-256 chain.

Server-side RBAC

Routes and actions enforce ranked roles. The AI tool surface is role-filtered.

Lawful source gates

Source approval and robots checks bind manual ingest and AI discovery alike.

Owner isolation

Workspaces, memories, uploads, sessions, exports, and saved queries are scoped by owner.

Eval floor

Model promotion cannot lower the governance evaluation threshold.

Review-gated output

Uncited or conflicted valued rows block artifacts until resolved.

Repository-backed proof

Published baselines trace back to repository evidence.

The links below describe the published baseline. Each local release is certified separately by its retained, dated live-test report before publication.

StatusCapability matrixShipped scope and the current verification boundary. ArchitectureAction planeThe shared dispatch chokepoint. RunbookReference implementationStack, commands, and API surface. GovernanceControl mapImplemented controls and deployment responsibilities.

Temporary access

Open the working FinanceStudio app.

Launch the full analyst workbench with durable research workspaces, governed actions, cited chat, memory, uploads, search, and review-gated exports.

Temporary environment Seeded analyst environment

When the temporary deployment is explicitly configured for demo authentication, use the seeded analyst identity when prompted. Enterprise deployments use the configured external identity boundary.

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