The Financial GenAI Workspace
Instantly understand, compare, extract and create financial docs such as reports, filings, credit docs, LPAs, filings, and transcripts.
AI explainers as you go
Read financial reports, credit docs, LPAs, transcripts and more 10x faster with AI laser vision. Just highlight or click.
Financial Reports
Automatically generate, analyze, and summarize financial reports. Use AI to highlight key metrics, detect anomalies, and ensure compliance with accounting standards.
Credit Agreements
Streamline the drafting, reviewing, and management of credit agreements. AI tools can help identify key terms, ensure legal compliance, and suggest improvements.
Investment Prospectuses
Automatically extract and summarize key information from investment prospectuses. AI can help evaluate risks, forecast potential returns, and enhance decision-making.
Transcripts
AI can highlight significant insights and action items.
Loan Agreements
Simplify the process of creating and reviewing loan agreements. AI can assist in comparing terms, ensuring accuracy, and identifying potential risks.
Limited Partnership Agreements (LPAs)
Use AI to parse through complex LPAs, highlighting important clauses, comparing terms across agreements, and ensuring all parties' interests are protected.
Regulatory Filings
Automate the preparation and review of regulatory filings. AI can check for compliance issues, ensure accurate data entry, and speed up the filing process.
Market Research Reports
Summarize vast amounts of market research data with AI. Extract key trends, forecast market movements, and support strategic decision-making.
Financial docs
"I can't read a debt document
anymore without this
product."
— Analyst @ Evercore
anymore without this
product."
— Analyst @ Evercore
Legal contracts
"Macro very much simplifies
trying to find pieces of information
and answer questions."
— Associate @ Allen & Overy
trying to find pieces of information
and answer questions."
— Associate @ Allen & Overy
Academic papers
"Macro is invaluable for
understanding SOTA papers without
having to bounce around."
— Researcher @ UPenn
understanding SOTA papers without
having to bounce around."
— Researcher @ UPenn
Compare and contrast. Summarize. Research. Explain. Built for long complex docs.
One place to organize through all your financial research
Trusted by top banks, hedge funds and PE firms in the US.
Pricing
All features included in every plan.
| Instance Type | Storage | AI Computeper month | GovGrid | Pricemonth / user | |
|---|---|---|---|---|---|
| macro-sm | 1GB / 100 files | 100k APU | Free | Sign Up Free | |
| macro-md | 5 GB | 500k APU | $20 | Sign Up Free | |
| macro-lg | 50 GB | 2M APU | $50 | Contact Sales | |
| macro-xl | 250 GB | 3M APU | $100 | Contact Sales | |
| macro-2xl | 1 TB | 6M APU | $200 | Contact Sales |
1 AI Processing Unit is a single unit of AI work performed by Macro's AI, roughly equivalent to one text input-token on current flagship large LLMs. GovGrid is Macro's secure enterprise offering including security review (SOC 2 Type II), vendor onboarding, data controls, and dedicated account representatives.