Fira

What is Fira?

Fira is an AI analyst built for financial research. It combines preloaded market data and public filings with a firm's internal documents, data rooms, and connected cloud storage. Finance professionals can ask questions across multiple companies and hundreds of complex documents, including long reports, spreadsheets, scanned files, presentations, and charts.

Every answer is designed to remain traceable to evidence, with citations down to a cell, row, or paragraph. Users can inspect sources inline, compare quantitative and qualitative information, verify figures, create financial charts, and export results to Excel. Fira also offers an MCP product for cited financial data in supported external workflows.

How to Use Fira

1. Start with Fira's public market data and company filings.
2. Connect internal sources such as Google Drive, OneDrive, SharePoint, or Box.
3. Ask a company, market, calculation, extraction, or document question.
4. Review the cited cells and paragraphs supporting each answer.
5. Export verified calculations, tables, and financial data to Excel.

Core Features

• Financial document processing: Reads complex tables, nested spreadsheets, scanned documents, filings, and presentations.
• Granular citations: Grounds answers in exact cells, rows, paragraphs, and source files.
• Multi-document research: Searches public datasets, private documents, and external market sources together.
• Financial calculations: Handles valuation bridges, comparable-company analysis, and metric comparisons.
• Excel export: Converts extracted financials into workable spreadsheets while preserving formatting.
• Financial charts: Produces visual outputs intended for professional client deliverables.

Use Cases

• Comparable-company analysis: Benchmark revenue, margins, multiples, and valuation across a peer group.
• Valuation work: Build equity-value to enterprise-value bridges from source filings.
• Number verification: Cross-check presentations against filings and earnings releases.
• Data extraction: Move income statements and other financial tables from static documents into Excel.
• Multi-document Q&A: Research companies and markets across public and firm-owned sources.

Security

Fira states that it is SOC 2 compliant and supports GDPR requirements, bespoke data-processing agreements, company data isolation, and usage visibility. The website says customer data is not used for model training.

Frequently Asked Questions

Does Fira show where an answer came from?

Yes. Citations can point to a specific cell, row, or paragraph, and users can preview supporting evidence.

Can Fira work with internal firm documents?

Yes. It supports connected sources including SharePoint, Google Drive, OneDrive, and Box.

Can research results be moved into Excel?

Yes. Fira exports financial results to Excel and can preserve formatting when extracting tables.