Agentic Unstructured Data Analytics

Extract, analyze, aggregate unstructured data insights with AI agents.

Built by data experts from Snowflake, Meta, and LinkedIn. Trusted by leading organizations

Unlock your data potential
-40%

Credit risks

Fintech & e-commerce

Top fintech & payments leader reduces risks by knowing more about merchants via web presence.

20 Years

R&D research

Industrial

Fortune 300 industrials turn 20 years of R&D documents into queryable data.

6000

Competitive rate indications

Insurance

Top insurance leaders automate insurance pricing data from 6000+ carriers.

Unlock your most unstructured data
Agentic web analysis
  • Merchant homepage
  • Social media
  • Business registry
  • E-commerce listings
Agentic doc analysis
  • Decades of long documents with no metadata
  • Multimodal charts, tables, layouts
  • 300 pages++
Agentic photo analysis
  • Complex photos in retail execution
  • All kinds of operational planogram, storefront, layout, packaging
  • Human-level intelligence
Business units are relying on a large number of long, complex documents
  • Assess risk in a complex commercial financing situation
  • Assess compliance rules based on the fund prospectus
  • Benchmark peer rate changes based on insurance fillings
  • Benchmark non-GAAP metrics in SEC documents
Any data
Agentic ontology building & analytics
Like SQL on Steroids
DocumentAuthorDateKey FindingsCompliance RisksNext Steps
Data Privacy Report
Legal InsightsJan 2024Identified gaps in data handlingPotential GDPR violationsReview data processes
Employee Code of Conduct
HT Audit Inc.Mar 2023Found Compliance with most standardsLack of training programsSchedule compliance training
Financial Compliance Audit
FinReg AdvisorsMay 2023Adherence to SOX requierements confirmedInternal controls need updatesImplement new control policies
Compliance Evaluation

Roe AI excels in processing large volumes of documents, including financial documents, contracts, and reports.
By automating the extraction and analysis of relevant information from these documents, Roe AI can significantly reduce the time and effort required to ensure compliance.

DocumentFilling DateInsurerClaim AmountKey IssuesResolution Status
Property Damage - ID#8452
Feb 10, 2024Acme Insurance$120,000Incomplete documentationPending further review
Health Claim - ID9271
Mar 5, 2024HealthFirst.Inc$20,000Claim limit exceededRejected
Auto Accident - ID#6794
Jan 28, 2024DriveSafe Insurers$75,000Missing police reportAwaiting claimant response
Insurance Filings Analysis

By extracting relevant data on proposed rate adjustments, historical trends, and methodologies, Roe AI helps insurance companies keep up with the peer rates adjustments.

Article TitleSourcePublished DateKey InsightsMarket ImpactSentiment
AI in Finance Reevolution
Financial TimesFeb 20, 2024AI tool boost productivityPositive for tech stocksPositive
Insurance Market Trends
BlooombergMar 15, 2024Rising premiums in health sectorImpact on consumer spendingNeutral
Regulatory Changes in Fintech
ReutersApr 2, 2024New compliance laws for fintech firmsCould increase operational costsNegative
News Article Analysis

Traditionally, web crawling and web page analysis require a complex data pipeline.
At Roe AI, data analysts can effortlessly crawl a web page, extracting HTML or a screenshot. With the help of an AI-powered webpage agent, teams can quickly analyze web page content and extract key features.

Loan DocumentLenderEffective DateLoan AmountInterest RateRisk Factors
Business Loan Agreement
Big Bank Inc.Mar 1, 2024$5,000,0004,5%market volatility
Equipment Financing
ABC FinanceApr 15, 2024$750,0003.8%Equipment depreciation
Auto Accident - ID#6794
National Credit UnionFeb 28, 2024$1,000,0005.2%Cash flow consistency
Commercial Financing Decisions

Roe AI enhances decision-making in commercial financing by automating data analysis and streamlining the review of contracts and financial documents, enabling banks to make fast, accurate commercial financing decisions with optimal ROI.

FillingCompanyDateKey MetricsTrendsRisk Factors
10-K Report
TechCorp Inc.Jan 15, 2024Revenue growth: 12%Increased R&D investmentConsider market entry
8-K Report
HealthPlus Inc.Feb 28, 2024New product launch detailsGrowing healthcare marketAdjust portfolio strategy
Proxy Statement
FinTech Ltd.Mar 5, 2024CEO compensation structureShareholder concernsAssess executive aligment
Custom Insights from SEC Filings

Extract non-conventional KPI from businesses buried in SEC 8K.
Questions like "What's the main factor to Snowflake Net Promoter Score" in the last 16 quarters" can now be answered within seconds.

Features
SQL-Powered AI Agents

Apply AI agents on unstructured data sources with ROE SQL.

Simple eval and fine-tuning workflow

Golden set curation, JSON evaluation and built-in one-click fine-tuning.

Enterprise-Grade Security

Roe AI is built with enterprise security measures.

SOC2 Type I
SOC2 Type II
Enterprise Data Security
Zero-day Data Retention
Roe AI v.s Chatbot Solutions
Roe AI
Transparency in everything
  • Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
  • The intermediate SQL results are easily accessible.
  • 100% correct math based on SQL aggregation.
Scale without sacrificing quality
  • Takes < 1 min to process a 100+ page document, without pre-indexing.
  • Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
  • Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.
Chatbot Solutions
Blackbox in everything
  • Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
  • Black box on how and which files are retrieved.
  • The math done by the chatbot cannot be trusted.
Quality degrades with more documents
  • Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
  • Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
  • Only qualitative answers are produced, hard to be plugged into a financial model.
Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.
VP of Product
A leading portfolio analysis fintech
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