Financial Intelligence
The intelligence layer between your portfolio and your boardroom.
Upload documents. Extract KPIs. Decide with confidence.
Portfolio visibility shouldn't be this hard
Every PE and VC firm faces the same operational reality. The tools haven't kept up with the complexity.
Weeks to consolidate
Portfolio reporting takes 2–4 weeks of manual work every quarter. By the time the deck is ready, the data is already stale.
Fragmented formats
SIE4, PDF, Excel, DOCX — every company sends data differently. Normalizing it is a full-time job no one signed up for.
Late detection
Problems surface months after they start, when it’s too late to act. You’re always reacting, never anticipating.
Analysis bottleneck
One analyst, ten portfolio companies, never enough bandwidth. The math doesn’t work — and the gaps are invisible.
This isn't a reporting problem. It's a visibility crisis.
Intelligence that works like your best analyst
Reads like an analyst
Understands Swedish accounting standards, SIE4 files, and financial documents natively.
Thinks like a CFO
Derives KPIs, detects anomalies, cross-validates data across sources.
Reports like an advisor
Board-ready insights, trend analysis, and actionable recommendations.
How it works
Upload
Drop your financial documents. SIE4, PDF, Excel, images — we handle everything.
Extract
AI reads every document, extracts KPIs, maps entities, validates numbers.
Analyse
Cross-company benchmarking, trend detection, risk scoring, scenario modeling.
Decide
Board-ready dashboards, AI chat, Monte Carlo simulations, deal analysis.
Upload
Drop your financial documents. SIE4, PDF, Excel, images — we handle everything.
Extract
AI reads every document, extracts KPIs, maps entities, validates numbers.
Analyse
Cross-company benchmarking, trend detection, risk scoring, scenario modeling.
Decide
Board-ready dashboards, AI chat, Monte Carlo simulations, deal analysis.
Nine stages of financial intelligence
Every document passes through a rigorous AI pipeline that extracts, validates, and enriches your financial data.
Fetch & Parse
Extracts raw content from PDF, DOCX, Excel, SIE4, CSV, and images using specialized parsers.
- PDF OCR
- SIE4 CP437 decoding
- Excel multi-sheet
- Image text extraction
Built for every role in the investment lifecycle
Unified Portfolio Dashboard
Real-time overview of all portfolio companies in one view
Group Health Matrix
Visual health scoring across financial, operational, and risk dimensions
Consolidated P&L
Automated consolidation across entities with currency handling
Cross-Company Benchmarking
Compare KPIs across portfolio companies instantly
Period-over-Period Comparison
Track trends and flag deviations over time
Early Warning System
AI-powered alerts when metrics breach thresholds
Three tiers of financial intelligence
From real-time monitoring to strategic synthesis — intelligence that scales with your portfolio.
Real-time anomaly and trend detection
- Monitors every KPI across your portfolio continuously
- Alerts you when metrics breach thresholds or show unusual patterns
- Detects seasonal deviations, sudden drops, and emerging trends
Cross-portfolio pattern recognition
- Identifies correlations between portfolio companies
- Surfaces shared risks — supplier concentration, market exposure
- Benchmarks performance across comparable entities
Board-level synthesis and narratives
- Generates investment narratives from raw financial data
- Produces board-ready summaries with actionable recommendations
- Connects financial performance to operational context
Deep Accounting Intelligence
Built on domain expertise in Swedish and international financial standards.
Enterprise-grade security, built in
Complete Audit Trails
Every action logged. Every change tracked. Full traceability from source document to displayed metric.
Role-Based Access
Four-tier RBAC with per-module permissions. Admin, CFO, Analyst, Viewer — each sees exactly what they should.
GDPR Compliant
Data residency in EU. Right to deletion. Processing consent. Full compliance with European privacy regulations.
Document Versioning
Every upload versioned. Compare extractions across time. Never lose historical data.
The difference Elixir makes
| Metric | Before | After |
|---|---|---|
| Portfolio consolidation | 2-4 weeks | |
| KPI extraction per company | 3-5 hours manual | |
| Data format handling | 1-2 formats | |
| Anomaly detection | Quarterly review | |
| Board report preparation | Days |
Three files. Full intelligence.
You don't need an ERP integration or a data warehouse. Start with what you already have.
Accounting Export
Your SIE4 or annual report
- Revenue, costs, margins
- Balance sheet, cash flow
Customer List
Revenue breakdown by customer
- Customer concentration
- Revenue distribution, churn risk
Payroll Summary
Employee costs breakdown
- Headcount, cost per employee
- Personnel cost ratio
Supported formats
Works with accounting standards from
Join the Founding Partner Programme
Limited to 10 partners. Shape the future of financial intelligence.
Locked-in pricing
Guaranteed rates that never increase
Roadmap influence
Direct input on features we build next
Priority access
First to every new capability
Dedicated onboarding
White-glove setup with our team