Apariva
Horizon
Give Your Finance Team the Tools to Build and Own Their Workflows
Stop reinventing the wheel for every M&A deal, compliance review, or portfolio report. Apariva gives your analysts the power to turn manual processes into reusable workflows—no consultants, no coding required.
Finance Teams Waste 40% of Their Time on Manual Document Work
Three major pain points costing your team time, money, and creating compliance risk
Data Extraction Hell
- Your analysts spend 8-12 hours per week copying data from PDFs into spreadsheets
- Manual processes lead to errors and missing data
Process Inconsistency
- Every M&A deal or compliance review starts from scratch because there is no standardized workflow
- No reusable templates means repeating the same work every time
Compliance Risk
- Manual processes mean missing audit trails and version control nightmares during SOX reviews
- Cannot track who did what, when—creating regulatory exposure
Turn Document Work Into Reusable Processes
From Manual Data Entry to One-Click Extraction
Upload Any Financial Document
PDFs, Excel, Word, scanned images—your team uploads documents and starts processing immediately.
Create Extraction Templates
Your team defines what matters—revenue, expenses, KPIs, entities. Build templates for recurring document types.
Search by Asking Questions
Instead of reading hundreds of pages, ask questions in plain English. Get answers with source citations for audit trails.
Process Documents at Scale
Use your templates to process 50+ portfolio company reports in hours, not days. Your team builds it once, uses it forever.
Build Searchable Knowledge
Create a knowledge base across all your documents. Find information by meaning, not just keywords.
Share Templates Across Teams
Templates and knowledge base shared across your organization. Complete data isolation per client or business unit.
Build Workflows Your Team Can Own and Reuse
From One-Off Projects to Repeatable Processes
Start from Proven Templates
16 battle-tested templates across M&A, Valuations, Compliance, Reporting, and CFO Services. Your team starts with proven processes, not blank slates.
Build Custom Workflows Visually
Connect extraction steps without coding. Your analysts become workflow architects. Example: Extract from 10-K → Summarize risks → Generate comp table.
Track Projects and Tasks
Organize work with projects, tasks, and subtasks. Your team owns the processes they depend on, not consultants.
Full Execution History
Every workflow run logged with step-by-step tracking. Nothing is lost—perfect for compliance reviews and audit trails.
Monitor Processing Costs
Track usage and costs for every execution. Transparent pricing means your team can optimize workflows over time.
Share Workflows Across Teams
Workflows built by one analyst can be used by the entire organization. Knowledge is codified, not scattered in email threads.
Scale Your Team Without Losing Control
From Single Analyst to Distributed Teams
Manage Multiple Clients and Teams
Create separate organizations for each client or business unit. Complete data isolation—no cross-contamination. Switch between organizations instantly.
Granular Permissions
7 permission levels from viewer to admin. Invite team members with the right level of access. Your team scales without chaos.
Team Collaboration
Share workflows, templates, and knowledge across your organization. Junior analysts can use processes built by senior team members.
Complete Audit Trail
Track who did what, when—SOX-ready audit logs. Full activity history for every action. Maintain compliance as you grow.
Integrate with Your Tools
Connect Apariva to the tools your team already uses via API and CLI. Upload documents, pull results—embed workflows into existing systems.
Enterprise Reliability
Built on Cloudflare's global edge network. Your team gets enterprise-grade security, performance, and reliability from day one.
Real Financial Workflows You Can Use Today
See how finance teams are saving time with automated workflows
2 analysts, 3 weeks, scattered Excel files
1 analyst, 3 days, full audit trail
M&A Buy-Side Due Diligence
Security & Compliance
Enterprise-grade security designed for financial services
SOC 2 Type II Ready
Enterprise security controls and compliance framework ready for audit.
Data Encryption
Encryption at rest and in transit. All financial data protected with industry-standard encryption.
Role-Based Access Control
Granular permissions with 7 role levels. Ensure only authorized users access sensitive data.
Complete Audit Logging
Track every action with full audit trails. Perfect for SOX compliance and regulatory reviews.
Enterprise Infrastructure
Hosted on Cloudflare's global edge network with 99.99% uptime and built-in DDoS protection.
GDPR & CCPA Compliant
Data privacy controls meet global regulatory standards. Organization-based data isolation.
16 Pre-Built Financial Process Templates—Start Working in Minutes
Across 5 service categories: Compliance, Financial Reporting, M&A, Valuations, and Virtual CFO
Simple, Transparent Pricing
Built for enterprise teams with complex needs
Starter
For small teams getting started
- 1 Organization
- 5 Team Members
- 10 Projects
- 5GB Document Storage
- Basic AI Features
- Email Support
Frequently Asked Questions
Everything you need to know