Finance process

Start a Finance multi-agent memo from an ask. Optional matter documents are extracted and sent with your ask to PDR's AI provider. This is not an audit, attestation, or SOX conclusion. Chat is not required.

Your ask

PDR answers the question you type. The photo is evidence for that question, not a standalone verdict.

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Finance Document Review Finance Research

Optional matter document

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Optional. JPG, PNG, WEBP, PDF, TXT, CSV, DOC, DOCX, XLS, XLSX. Files and their extracted text are sent to PDR's AI provider for analysis. How PDR handles your documents. Guest starts still count as one case, not per file. Chosen files stay listed until Start. Up to 10 documents and 1 image.

Mask sensitive identifiers before AI processing Mask names and addresses

Masks Social Security, card, account, routing, medical record and member ID numbers, email addresses, phone numbers and labelled dates of birth. With "Mask names and addresses" ticked it also masks labelled names (Patient:, Name:, Student:, Member:, Insured:, Employee:, or after Mr., Mrs., Ms., Dr.) and US street addresses and PO boxes. Names in free text without a label aren't caught. Images are sent as-is. In very long Chat threads, a placeholder number can be reused for a different value.

Or start from Chat