Custom agents for all your investment workflows
Create custom workers for any investment task, integrated with Finbar data and your own connectors
Explore the workspaceThe AI financial analyst for investment teams.
Finbar gives every analyst and portfolio manager a fleet of autonomous AI workers, built to handle any investment task.
f Your workers Working for you
AGENT ACTIVITYYour agents are working across your coverage
Earnings → model updatesWorking
Your coverage · Excel models
Updating 5 models for today's earnings
Portfolio briefingReady
Your portfolio · Every morning
Briefing sent to your email at 7am
Earnings calls analysisListening
Your coverage · Earnings calls
Listening to 3 conference calls
Northstar model.xlsxUpdated financials · Changes highlighted
WORK WITH FINBAR THROUGHYour dedicated Finbar workspaceYour Excel modelsYour own AI agents
Trusted by customers with>$250bntotal AUM
What investment teams say about Finbar
“Finbar has transformed my and my team's productivity. It has slashed the amount of time we dedicate to mundane tasks, freeing us up for more valuable uses of our time.”
“Finbar is just so much better than the rest. We can have all our models completely ready before market open.”
“Finbar is a massive time-saver... I use it every day.”
“These guys just really get it... they really understand what analysts need and how to get it to them quickly.”
01 / MODEL UPDATES
Keep every model updated throughout earnings season
Bring any model to Finbar and have it fully updated within minutes of any market release, with every number traceable. Be ready for market open with full visibility on your numbers.
Explore model updates with usAutomatically updating models for new releases
- ReleasedNorthstar TechnologiesNorthstar_operating_model.xlsxCompleted in 2minHistoricals updated
- ReleasedMeridian IndustriesMeridian_valuation_model.xlsxCompleted in 3minHistoricals updated, new valuation available
- ReleasedHarbor ConsumerHarbor_earnings_model.xlsxWorkingUpdating quarterly financials and segments
02 / DATA COLLECTION
Automate recurring data collection
Set up custom data ingestion on any public source. Get it delivered in whatever format best fits your workflow.
Explore data collection with usMonthly retail sales
Expected in 2 daysAutomatically populating your modelConference calls
Listening to 5 calls todayEmailing you any suggested changes for your modelsCompany consensus alerts
Watching for 50 companiesAutomatically emailing you with major deviations from existing data
03 / YOUR SETUP
Agents that fully integrate with your setup
Finbar connects directly and securely with your existing workflows. Our team builds custom connectors for investment teams across the globe.
- Shared drives
- Cloud drives
- Credential managers
- Dedicated agent compute
- Data endpoints
- Calendar
Enterprise-grade security, trusted by the world's largest funds
04 / WEB, EXCEL & INTEGRATIONS
Use Finbar wherever your team does its research
Manage your agents in the web workspace, work on models in Excel, or connect Finbar’s data to your own software and AI agents.
Build and update models in Excel
Use Finbar’s financial data and AI tools within Excel to build and maintain the models your team relies on.
See Finbar in ExcelConnect your own AI agents
Native integrations to manage your Finbar workers directly from your own AI agent, via API and MCP.
Explore API & MCPResearch grounded by best-in-class fundamental data
Your workers have direct access to Finbar’s datasets, including complete fundamental data for 1000s of companies across the globe, available within seconds of market release.
ARRANGE A DEMO
See how Finbar could work for your team
We’ll walk through the product with your research and modelling workflow in mind.
Share your details and we’ll get in touch to discuss your requirements and arrange a demo.
Contact us by emailRequest a demo
For any investment team. We aim to respond within 1 hour.
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