01PRODUCT · FINANCIAL MARKETS
Structured extraction of financial data, straight to your data warehouse.
Delta extracts, classifies, and structures data from financial reports straight into your database. No manual template. No analyst in the loop.
02THE PROBLEM
How many hours per week does your team lose on PDFs?
Analyst opens the report PDF. Reads it. Identifies the relevant data. Copies. Pastes into the spreadsheet. Double-checks. Reformats. Saves. Repeats for the next report. Repeats for the 30 reports of the week.
Every hour an analyst spends on manual extraction is an hour not spent on research, modeling, interpretation, recommendation. The cost isn't the salary. It's the research that never happens.
03THE FLOW
PDF goes in. Structured data comes out.
Four stations. No manual template to configure. No analyst in the loop.
STATION 01
Ingestion
Manual PDF upload, automated ingestion via folder/email/API, or direct feed consumption. Accepts scanned reports, complex tables, and multi-page documents.
STATION 02
Structured extraction
AI identifies and pulls out the relevant data. No manual template, no regex, no per-document training. Learns patterns by report type.
STATION 03
Validation
Automated consistency checks (totals, dates, currencies). Optional human review flag for uncertain cases.
STATION 04
Handoff to your DB
Direct pipeline to Postgres, BigQuery, Snowflake, or the client's data warehouse. No manual export, no intermediate CSV.
04WHAT DELTA DELIVERS
Everything the junior analyst used to do. And what they couldn't.
PDF processing with AI
Structured extraction without templates, regex, or per-document training. Accepts native and scanned PDFs.
Integrated chatbot
Natural language queries over the extracted data.
Pipeline to your DB
Direct integration with Postgres, BigQuery, Snowflake. Schema customized to the client's structure.
Data isolated per client
Each client in a separate instance. LGPD and GDPR compliance. No training on sensitive data.
05WHO IT IS FOR
Delta is for those who work with financial PDFs as a critical input.
Fit
- ·Independent asset managers and family offices
- ·Research desks at mid-sized banks
- ·Equity research and buy-side analysts
- ·Fintechs with an analysis product
- ·Asset managers focused on multi-strategy, equities, credit funds
No-fit
- ·Large banks (they have in-house teams and RFP flows that don't fit a boutique vendor)
- ·Those who do not work with structured documents as a recurring input
06FAQ
Questions that show up before the trial.
What types of reports does Delta process?+
Management reports, financial statements, registration forms, prospectuses, meeting minutes, fund factsheets, third-party research reports. Works best with recurring reports.
Does it work with scanned PDFs?+
Yes. Delta combines high-quality OCR with structured AI extraction. The worse the scan quality, the higher the chance a human review gets triggered, but the flow keeps working.
How long does implementation take?+
Trial in 48 hours on 1 real document. Data warehouse integration in 2 to 4 weeks, depending on schema and flow.
Can I integrate with my current data warehouse?+
Yes. Postgres, BigQuery, and Snowflake natively. Other DBs via configuration.
How does the trial work?+
You send 1 real report. In 48 hours, we process it and return the original PDF, the structured extracted data, and a comparison with what you would have done manually.
Do you train models with my data?+
No. Contractual commitment. Data isolated per client, with no training on public or internal Levver models.
07TRIAL
Watch Delta process 1 of your reports.
Trial on a real document. In 48 hours, a demonstration with your data.
Request a trialNeed something outside Delta's scope? We build it to order via Custom Projects.