Turn document reviews into focused decisions
Agentic AI for financial document review that maps source data, applies rules, identifies exceptions, and keeps humans in loop.
Turn document reviews into focused decisions
Agentic AI for financial document review that maps source data, applies rules, identifies exceptions, and keeps humans in loop.
Turn document reviews into focused decisions
Agentic AI for financial document review that maps source data, applies rules, identifies exceptions, and keeps humans in loop.
Contextual mapping
Financial validation
Evidence-backed findings
Human-approved output
Contextual mapping
Financial validation
Evidence-backed findings
Human-approved output
Contextual mapping
Financial validation
Evidence-backed findings
Human-approved output
Contextual mapping
Financial validation
Evidence-backed findings
Human-approved output
The hidden cost of manual audits
The hidden cost of manual audits
Every year, audit teams spend thousands of hours on work that shouldn't require a human: finding information across files, mapping inconsistent data, re-running calculations, documenting what they found.
The consequence is predictable. Analysts have less time for investigation. Quality suffers. Cycles stretch.
Every year, audit teams spend thousands of hours on work that shouldn't require a human: finding information across files, mapping inconsistent data, re-running calculations, documenting what they found.
The consequence is predictable. Analysts have less time for investigation. Quality suffers. Cycles stretch.
Where the time goes
Where the time goes
Hunting source information across multiple files instead of analyzing it
Manually interpreting different naming conventions and data structures
Re-deriving calculations to validate what's already been reported
Tracing every mismatch back to supporting evidence by hand
Running content and disclosure checks as a separate, manual pass
Consolidating findings into a format reviewers can use
The smart way forward
The smart way forward
Fractal Review Assist for Funds
Fractal Review Assist for Funds
Review Assist doesn't replace auditors. It multiplies them. By automating the work that fills a spreadsheet. It frees your team to do the work that fills out a report.
Review Assist doesn't replace auditors. It multiplies them. By automating the work that fills a spreadsheet. It frees your team to do the work that fills out a report.
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Understands complex documents
2
Maps equivalent concepts
3
Validates financial accuracy
4
Prioritizes critical findings
5
Attaches source evidence
6
Keeps humans in control
Fractal Review Assist for Funds workflow
From chaos to clarity
Fractal Review Assist for Funds workflow
From chaos to clarity
One workflow. Seven steps.
From messy source data to clean, auditable findings.
One workflow. Seven steps.
From messy source data to clean, auditable findings.
1
Ingest
Start with a document,
add context.
1
Ingest
Start with a document,
add context.
2
Understand
AI interprets content, structure, and context.
2
Understand
AI interprets content, structure, and context.
3
Map
Conceptual matches across documents.
3
Map
Conceptual matches across documents.
4
Validate
Numbers, reconciliations, and assumptions.
4
Validate
Numbers, reconciliations, and assumptions.
5
Compare
Source data with reported results.
5
Compare
Source data with reported results.
6
Review
Routes evidence-backed findings for approval or rejection.
6
Review
Routes evidence-backed findings for approval or rejection.
Output
Focused, traceable, defensible findings.
Output
Focused, traceable, defensible findings.
What Fractal Review Assist for Funds enables
What Fractal Review Assist for Funds enables
1
Intelligent document understanding
Intelligent document understanding
Parses tables, labels, units, and context from any document type. The AI learns financial structure, so it understands not just what data exists, but what it means.
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2
Configurable control framework
Configurable control framework
Combine predefined mappings with your own rules and checklists. The review adapts to your fund, your standards, your requirements, without rebuilding.
2
3
Financial validation at scale
Financial validation at scale
Re-derive calculations. Run reconciliations. Cross-check statements. Test reasonability. Validate source-to-PDF in one pass; what used to take hours takes minutes.
3
4
Content and substance together
Content and substance together
Financial findings and content refinements appear in the same output. Reviewers see both what's missing and what needs fixing.
4
5
Evidence-backed findings
Evidence-backed findings
Every exception comes with supporting evidence and source references. No more hunting through documents to understand why something was flagged.
5
6
Human-controlled approval workflow
Human-controlled approval workflow
Reviewers approve or reject each finding before it becomes output. Full audit trail preserved. Every decision tracked and versioned.
6
Introducing Fractal Review Assist for Funds
Introducing Fractal Review Assist for Funds
Our experts
Gaurav Sharma
Client Partner- Consulting Financial Services
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Recognition and achievements
Select Fractal accolades
Leader
The Forrester Wave: Customer Analytics Services Q2, 2025
Representative vendor
Gartner Hype Cycle for Consumer Goods, 2026
Great Place to Work
Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)
Recognition and achievements
Select Fractal accolades
Leader
The Forrester Wave: Customer Analytics Services Q2, 2025
Representative vendor
Gartner Hype Cycle for Consumer Goods, 2026
Great Place to Work
Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)
