Frequently Asked Questions

The initial conversation focuses on your team's workflows, priorities and potential use cases so the relevant Brexy AI capabilities can be evaluated.

Most teams are running quickly. Brexy connects to your existing systems with no code required, and workflows are configured and tested in days rather than months.

Yes. Where appropriate we evaluate Brexy against a relevant workflow using your own requirements and environment before anything moves into production.

Yes. Brexy is used by boutique teams and by large global firms. Most teams start with a small number of workflows and expand from there.

Pricing is tailored to your firm, based on the workflows, users, and document volume involved. It is best answered on a short call once we understand your setup.

Every client gets a named point of contact and hands-on onboarding, so the first workflows are set up with you rather than handed over as documentation.

Brexy is an AI platform built for financial work. It analyzes documents, understands deal context, generates drafts, and supports financial workflows with guardrails, so teams handling confidential material can use AI without giving up control, traceability, or governance.

Brexy is built for financial institutions, investment banks, dealmakers, advisors and financial teams working with complex information and workflows.

Brexy supports financial research, company analysis, deal analysis, due diligence, screening, memo and pitch drafting, investor matching and workflow automation.

Brexy connects to your data sources and runs specific financial workflows across them. Every output is grounded in the source material it came from, and the work is logged so it can be reviewed later.

ChatGPT and Copilot are general-purpose tools. Brexy is built for financial workflows: it works against your own documents and data sources, cites what it used, and keeps an auditable record of the work.

No. Brexy AI is designed to support financial professionals while keeping human review, judgment and approval in the workflow.

Research companies, analyze financial information, support due diligence, and prepare deal materials such as memos and pitch content. The investment banking page covers the full workflow.

Yes. Teams can build and deploy workflows for their own processes without writing code, so Brexy fits how your firm already works rather than the other way around.

Brexy AI for asset management uses artificial intelligence to support investment research, financial analysis, portfolio monitoring, reporting, and other investment workflows. Brexy applies finance-native AI to help asset management teams work across financial information and research sources.

AI can help asset managers analyze financial documents, earnings materials, transcripts, company information, and other research sources to identify relevant information faster and support investment analysis.

Yes. Brexy supports earnings analysis across earnings releases and transcript sources, helping teams examine financial performance, guidance, management commentary, and other relevant developments with source citations.

No. Brexy is designed to support investment professionals. AI can accelerate research and analysis, while analysts and portfolio managers retain responsibility for evaluating investment implications and making decisions.

Brexy AI emphasizes source-grounded outputs and citations so investment professionals can review the information underlying AI-generated analysis. Brexy's security positioning also includes human approval checkpoints and governance controls.

Brexy AI deal sourcing uses artificial intelligence to help financial professionals identify, research, screen, and evaluate potential deal opportunities using relevant company, financial, and market information.

Brexy AI can help deal teams research companies, identify potential targets, screen opportunities against relevant criteria, synthesize information, and prepare analysis for further evaluation.

Brexy AI can analyze financial documents, company information, contracts, filings, and other deal materials to surface relevant findings, risks, and questions while keeping underlying sources available for review.

Yes. Brexy AI can support multiple stages of the deal lifecycle, including sourcing, company research, screening, due diligence, analysis, deal preparation, and execution.

No. Brexy AI is designed to support financial professionals by reducing manual information-processing work while keeping human judgment, review, and approval in the workflow.

Yes. Brexy is built with enterprise controls, source-grounded outputs, permissions, governance, and human review designed for regulated financial workflows.

Brexy is SOC 2 Type I compliant, and ISO 27001 certification is under way. You can request the SOC 2 report from our Trust page, and we send it across once the request is approved.

No. Your data is never used to train models. Brexy operates under enterprise agreements with zero data retention, so material you put into the platform is not stored by the model providers or shared.

On AWS, in a single United States region. There are no multi-region residency options at this time.

AWS for infrastructure, Google Workspace for identity, GitHub for source control, and Sprinto for compliance monitoring. Each one, and what it is used for, is listed on our Trust page.

Every output is grounded in your source documents with direct citations. Brexy extracts and synthesizes from material you supply rather than answering from memory, so any finding can be traced back and checked.

Yes. Sensitive and external-facing actions can be configured to require human approval before they complete, so nothing leaves your team unreviewed.

Incident response, access control with periodic access reviews, encryption in transit and at rest, vulnerability management, a secure development lifecycle, and privacy by design, among others. The full set is described on our Trust page.

Market and research providers including Bloomberg, LSEG Refinitiv, FactSet, S&P Capital IQ, and PitchBook, alongside document sources such as Google Drive, OneDrive, Dropbox, SharePoint, and data rooms.

PDFs, Word documents, Excel workbooks, PowerPoint decks, emails, and plain text. An OCR layer handles scanned material, so older documents are not a dead end.

Yes. Brexy integrates with Microsoft 365, Gmail, and Slack, so outputs can be delivered where your team already works.

Brexy processes documents in over 30 languages, and outputs can be produced in your preferred language regardless of the language of the source document.

Brexy is model-agnostic. It uses the most suitable model for each task and moves with the field, so your team is not tied to one provider.