Simplify Portfolio
Simplify Portfolio
Management
Management
& Reporting
& Reporting
Your team's time is spent better on building
relationships than data entry
Your team's time is spent better on building relationships than data entry
80%
80%
Reduction in
manual data entry time
Reduction in
manual data entry time
90+%
90+%
Accuracy in
financial data extraction
Accuracy in
financial data extraction
3x
3x
Faster decision-making
with real-time insights
Faster decision-making
with real-time insights
70%
70%
Increased
analyst productivity
Increased
analyst productivity
DECISIONAL MAGIC TABLES ✦
HOW DECISIONAL HELPS
FINANCIAL SERVICE FIRMS ✦
Use Magic Tables to Automate your back office
Use Magic Tables to Automate your back office
Decisional helps you automate and augment financial workflows from diligence to portfolio related data entry
Decisional helps you automate and augment financial workflows from diligence to portfolio related data entry
✦ COLUMN FORMATTING
✦ COLUMN FORMATTING
Extract data in ANY format
Extract data in ANY format
Add your sources and get a cleaned up spreadsheet in any format you require, saving you hours of time on data entry.
Add your sources and get a cleaned up spreadsheet in any format you require, saving you hours of time on data entry.
✦ TEMPLATES
✦ TEMPLATES
Use Templates to automate reporting workflows
Use Templates to automate reporting workflows
Save templates that allow you to extract data in consistent formats across all kinds of unstructured sources
Save templates that allow you to extract data in consistent formats across all kinds of unstructured sources
✦ Data Consistency
✦ Data Consistency
Audit trails for every AI generated answer
Audit trails for every AI generated answer
Each cell value generated using AI is supported by citations that link back to the original source with an audit trail
Each cell value generated using AI is supported by citations that link back to the original source with an audit trail
✦ Enriched Insights
✦ Enriched Insights
As easy as forwarding an email
As easy as forwarding an email
Upload sources by just forwarding an email. Have data ready in seconds.
Upload sources by just forwarding an email. Have data ready in seconds.
Want to transform your back office?
Want to transform your back office?
Decisional’s Magic Table streamlines data extraction, empowering teams to prioritize strategy over tedious manual tasks. By automating data workflows, firms can scale operations efficiently while maintaining accuracy and consistency.
Decisional’s Magic Table streamlines data extraction, empowering teams to prioritize strategy over tedious manual tasks. By automating data workflows, firms can scale operations efficiently while maintaining accuracy and consistency.
San Francisco HQ
6th Street
CA 94103
London
Regents Park
NW1 4SA
San Francisco HQ
6th Street
CA 94103
London
Regents Park
NW1 4SA