Security and compliance are built into the foundation of MacrosLM. The platform is fully compliant with SOC 2 Type I, SOC 2 Type II, GDPR, and CCPA standards, ensuring enterprise-grade protection for confidential business and client data.
MacrosLM is an AI workspace built for high-stakes financial work. It gives financial advisors and consultants the execution power of an entire Big 4 desk. Crunch through 1M files, deploy 100+ specialized AI agents out of the box, and auto-generate fully cited slide decks, financi...
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Key features
Capabilities that define this tool
Grounding
Ties every number and claim directly back to the exact page, paragraph, or Excel cell in your sources.
1M File Capacity
Ingests entire Virtual Data Rooms and massive document sets without losing context or details.
100+ Specialized Finance Agents
Deploys pre-built agent teams with 300+ skills covering M&A, FP&A, Audit, Real Estate, and Compliance.
Custom Firm Formatting
Analyzes your documents and generates deliverables formatted in your firm's exact style.
Multi-Format Deliverables
Automatically generates board-ready slide decks, multi-tab financial models, and visual dashboards.
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