Financial Statement Analysis with AI

Perfecter NOW™ captures, reconciles, and normalizes financial documents like income statements, balance sheets, and trailing-twelve-month reports without you lifting a finger. Our financial statement analysis AI allows you to focus on credit decisions, valuations, and portfolio strategy—not data entry.

Perfecter NOW™ analyzes financial statements and maps each item to your chart of accounts

Financial statements in commercial real estate arrive in countless formats, each with unique labels and structures. Industry research shows analysts waste 30-40% of their time manually extracting numbers, interpreting cryptic terms, and converting data into standardized formats.

Perfecter NOW™ solves this challenge by reading financial documents and intelligently mapping each item to your chart of accounts. No more manual guesswork or tedious spreadsheet adjustments—Perfecter NOW™ instantly delivers clean, standardized financial statements securely within your own cloud, so your underwriting and portfolio analysis teams can focus on high-value work instead of data cleanup.

Challenges with Current Financial Statement Analysis Solutions

Today’s financial statement analysis processes rely on outdated methods that can’t handle the extreme variability of commercial real estate documents.

Manual Data Parsing

Time-consuming and error-prone, with up to 10% error rates
Diverts skilled professionals from higher-value analysis
Unsustainable with growing portfolio volume and complexity

Legacy Automation

Can only handle extraction, not mapping to chart of accounts.
Requires months of training on thousands of labeled statements
Can’t adapt to new financial formats without extensive reprogramming

GenAI SaaS Solutions

Lack specialized understanding of CRE terminology and accounting
Forces analysts to break workflow by copy/pasting between systems
Processes sensitive financial data on external servers, raising security concerns

Extraction is only half the battle.

Generic optical character recognition tools can lift numbers off the page, but they can’t understand where those numbers belong inside a chart of accounts. Gross electricity in one sponsor package might be “Utilities,” while another buries it inside “Other Operating.” Without a second engine that understands context, an analyst must still drag every figure into the correct line item, defeating the purpose of automation.

Our Solution

Perfecter.ai uses a unique AI solution to extract data from financial statements and present it in a format that enhances business workflows. Our model processes all data securely within your own cloud and can even manage handwritten notes.

AI-Powered Chart of Accounts Mapping

Automatically maps extracted data to your specific accounting framework
Recognizes industry terminology variations (like “Repairs & Maintenance” vs. “R&M”)
Identifies and correctly categorizes aggregated expense buckets

Secure Cloud-Native Processing

All processing happens within your own secure environment
Data never leaves your cloud infrastructure
Seamless integration with existing underwriting and portfolio systems

Human-in-the-Loop Intelligence

Surfaces low-confidence mappings for expert review in an intuitive interface
Continuously learns from analyst feedback to improve accuracy
Maintains full audit trail of changes for compliance and quality control

Outcomes

Streamlined Decisions

Key metrics like DSCR, LTV, and cap rates appear instantly in your model.
Accelerate underwriting and close deals faster with smarter, data-driven insights.

Complete Data Security

All financial data stays within your infrastructure—fully isolated and protected. No external access or AI model training—your confidentiality is guaranteed.