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JustJot.ai for finance professionals

Research any deal, report, or sector — with citations, not guesses.

Finance professionals rely on precision. JustJot.ai gives you a workspace to chat with annual reports, earnings transcripts, prospectuses, and your own research notes using grounded AI that cites the exact clause or data point — no hallucinated metrics. Run a multi-pass deep-research report on any company or sector before a meeting, analyze CSV data into charts with a natural-language question, and build a knowledge base of precedents and theses your team can query rather than re-research.

Chat with filings and reports

Ask questions over any set of 10-Ks, earnings transcripts, or analyst notes and get answers cited to the exact passage — no fabricated numbers.

Deep-research reports in minutes

Run a multi-pass synthesis over any source set and get a structured, cited briefing document ready to present or share.

Data to charts in plain English

Ask a natural-language question over any financial CSV or table and get a derived chart and dataset — no formula or query language required.

Team knowledge base

Build a persistent library of deal notes, sector theses, and precedents your team can query with grounded AI — searchable by meaning, not just keyword.

Frequently asked questions

Will the AI invent financial data that isn't in my sources?

No. Chat is grounded on the documents you select and every answer carries a citation anchored to the exact passage — if the number isn't in the filing, the AI won't invent it.

Can our whole team share the same research workspace?

Yes. Workspaces are collaborative with RBAC, so you control who can read, annotate, and chat with the source set — keeping sensitive deal materials accessible only to the people who need them.

Every deal. Every number. Every source.

Free to start. Your audience, your sources, your work.

Get started free