Analyst-grade accuracy
Configure variance alerts, tie-outs, and commentary fields so every number is documented before it hits your models.
Financial spreading without the spreadsheet grind
Automate extraction, validation, and approvals while keeping analysts in control across private equity, venture debt, and commercial lending deals.
How it works
Purpose-built financial spreading workflows
with human-in-the-loop control
Extract
Drop in PDFs, Excel models, or data room folders and automatically surface the statements, KPIs, and footnotes analysts track.
Refine
Layer human judgement with variance checks, custom categories, and collaboration before numbers roll up.
Approve
Route to reviewers for sign-off, then sync structured outputs back to your models, CRMs, or underwriting systems.
Benefits
Purpose-built for investment teams
Automate the manual, keep human oversight
Hours back for your team
Automate first-pass spreading so highly-paid analysts spend their time on insights instead of transcription.
Ready to expand
Start with spreading, then layer in covenant monitoring, portfolio reporting, and credit memos on the same stack.
Features
Move faster, with precision
Human-in-the-loop controls
Assign work, capture reviewer notes, and promote only approved numbers downstream with full audit history.
Approval gates
Reviewer roles
Commentary capture
Industry-ready templates
Prebuilt spreading layouts for private equity, venture debt, and commercial lending that adapt to each mandate.
PE & VC
Venture debt
Portfolio updates
System-friendly exports
Deliver structured outputs to Excel, data warehouses, or LOS platforms—complete with citations and change tracking.
Excel & CSV
APIs & webhooks
Audit trail
sea.dev has developed a solution that transforms lending workflows, providing the automation and accuracy we've been seeking. This solution not only enhances operational efficiency but also delivers a transformative approach that can be applied across the financial services industry and beyond.
Chief Operating Officer
We reviewed multiple AI applications designed for financial data capture. It immediately became clear that sea.dev was the tool we would move forward with for our AI workflows.
They were as serious about data accuracy and speed as they were about delivering a simple and easy product interface. AI can be a black box sometimes, which doesn't work for our industry. sea.dev delivered data with a clear audit trail.
Founder and Managing Partner
This is a game-changer for financial data capture and analysis workflows, from origination and monitoring to monthly reporting and bank statement processing.
Immediate value, and way easier than any OCR tool we tried, having to define parsers etc đź«
Data Product Manager
Our customers are desperate for better financial insights, and sea.dev stood out in a crowded market as the highest quality data-first AI provider for complex financial management use-cases.
The product is flexible, insightful, and built by a stellar team!
Founder, CEO
Make your financial data painless
Frequently asked questions
Automate financial spreading with human oversight.
More questions?
Book time with us
Financial Spreading automatically extracts values from PDFs, Excel models, and data rooms, then routes proposed spreads through analyst checklists and approval steps. Your team controls every adjustment before data syncs to downstream systems.
The workflow is used by private equity, venture debt, commercial lending, and corporate development teams. Templates flex to multi-entity consolidations, subscription metrics, and bespoke KPIs so each mandate stays on brand.
Teams regularly cut first-pass spreading from hours to minutes. AI produces a draft in moments, while human-in-the-loop validation ensures accuracy so high-cost junior analysts stay focused on insights and deal execution.
We've built a better way to capture and structure data. You can then download this data as an excel or word doc and/or send it straight to your internal databases or CRM as a JSON via our API. This increases the quality of data sent to your CRM and reduces the time it takes from first contact to closing.
Popular use-cases this has enabled:
Our AI data extraction platform supports comprehensive financial document processing across all major formats used in lending and financial services:
Our OCR and natural language processing capabilities ensure accurate data extraction regardless of document quality, handwriting, or format variations commonly found in financial documentation.
We can cater to data in any format - PDF, Excel, PowerPoint. We can even extract data from website URLs or capture data from audio.
Yes, we take data security very seriously. We will never use your data to train models, maintain strict access controls, and comply with major data protection regulations to ensure your information is always protected.