Hebbia is an advanced AI platform purpose-built for financial institutions to transform how analysts, bankers, and investors handle document-intensive workflows. Its flagship product, Matrix, serves as a co-pilot for finance, automating processes that rely on parsing and analyzing vast sets of PDFs, spreadsheets, and data rooms.
How Matrix Works
Matrix leverages large language models (LLMs) such as OpenAI and Anthropic, but extends them with agentic execution that decomposes financial queries into multi-step actions. The system presents results in a transparent data grid with citations, so teams can audit, verify, and collaborate in real time.
Key Features
Financial Data Analysis at Scale: Extracts and structures information from CIMs, loan agreements, credit models, and filings with unmatched speed and accuracy.
Multi-Modal Processing: Handles PDFs, spreadsheets, redlines, emails, and nested tables seamlessly.
Agentic Execution: Breaks down valuation, comps, and diligence queries into actionable steps for precise outcomes.
Transparent AI Grid: Shows every reasoning step, making workflows auditable and collaborative.
Enterprise-Grade Security: End-to-end encryption trusted by top investment banks and funds.
The Value
Matrix makes financial workflows up to ten times faster and more accurate. By automating the extraction, structuring, and analysis of millions of documents, Hebbia helps finance professionals overcome information overload and move from raw data to investment decisions in record time. Unlike generic LLM solutions, Hebbia integrates seamlessly with existing financial data sources and requires no custom model training—delivering immediate business value that compounds over time.