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Hebbia

Reads large sets of financial documents and returns traceable answers, tables and deliverables.

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Software you sign up for or install and run yourself. Submitted listing, not yet checked. Nothing on this page is sponsored.

What it does

Hebbia is built for institutional finance, law and consulting teams. Matrix takes volumes of documents such as SEC filings, earnings transcripts and investor presentations, plus connected sources like FactSet, S&P Capital IQ, SharePoint and Box, and extracts metrics into a structured table where every cell traces back to its source. Max is an always-on analyst that takes a research request and produces spreadsheets, presentations and reports in the firm's format. Pricing is not published and the vendor asks for a demo request.

Type
Software product
Pricing
Pricing not published
Setup
Needs configuration
Access
Web app
Human review
A person reviews every output
Integrations
FactSet, S&P Capital IQ, SharePoint, Box
Vendor
Hebbia
Website
hebbia.comChecked 23 September 2026
Listed
23 September 2026

You provide

  • A set of documents such as filings, transcripts and presentations
  • Connected data sources
  • A research request or deal question

You receive

  • A structured matrix of extracted metrics with source traceability
  • Spreadsheets, presentations and reports

How the work runs

  1. 01

    Ingest documents and connected data into a project

  2. 02

    Ask questions or define the metrics to extract

  3. 03

    Review the answers and the cited source passages

  4. 04

    Generate the deliverable

Before it is handed over

A person reviews every output. The work is accepted only when each of these is recorded.

  • Each extracted value traces to the source document

Find more like it

Research and intelligenceKnowledge searchDocument extractionMarket researchProfessional servicesEnterprise
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