How does Matrix work?

Matrix is a dynamic spreadsheet that uses AI to populate rows with companies and columns with your custom analysis, pulling data from your documents and the web.

What data sources does Hebbia connect to?

It integrates with SEC filings, earnings transcripts, FactSet, Capital IQ, PitchBook, cloud storage (SharePoint, Box, AWS), and other financial data providers.

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Hebbia

Hebbia is an enterprise-grade AI platform purpose-built for finance. It unifies analysis, collaboration, and insight across massive datasets from SEC filings, earnings transcripts, proprietary documents, and financial databases. The core products are Max, an AI analyst for research and deal execution, and Matrix, a dynamic analysis tool for comparing entities and generating investment theses. It integrates with leading data sources like FactSet, PitchBook, and Bloomberg, and enterprise storage like SharePoint and Box. Targeted at investors, bankers, lawyers, and corporate strategists, it automates deep research, diligence, and presentation workflows, turning raw data into actionable, sourced intelligence.

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Added on

Sep 21, 2026

Monthly Visits

8.2K

Financial AIDocument AnalysisDeal TeamsSEC FilingsCustom MatricesAuto-Reports

Product information

Everything worth knowing about Hebbia

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

AI-Powered Document Analysis

Analyze and synthesize information from vast collections of documents, including SEC filings, earnings transcripts, and internal files.

Real-Time Collaboration

Work with your entire deal team on shared AI projects, turning individual analysis into firm-wide productivity.

Integrated Data Sources

Access and analyze a wide range of financial data and documents from integrated sources like SEC, FactSet, S&P Capital IQ, and PitchBook.

Dynamic Financial Matrices

Build custom analysis matrices to compare multiple companies across numerous financial, strategic, and risk metrics in a spreadsheet-like interface.

Generative Output & Reporting

Automatically generate PowerPoint presentations, memos, and other deal artifacts based on your analysis and selected data.

Technical capabilities

Enterprise-Grade Security & Integrations

Connects securely to enterprise cloud storage (SharePoint, OneDrive, Box, etc.) and data platforms (Snowflake, Databricks) for private document ingestion.

Proprietary Search & Synthesis Engine

Utilizes a specialized AI architecture designed for complex financial reasoning and retrieval across unstructured and structured datasets.

Must watch videos

0:30

Tutorial0:30

Introducing Matrix 2.0

We’re introducing an entirely new Matrix that can take actions like your best employees.

0:36

Tutorial0:36

Introducing Max

Meet Max, the first AI team member built for the way your firm works.

0:48

Tutorial0:48

A First Look at What's New in Hebbia

The team has been hard at work building at Hebbia for the last 3 months. Here's a sneak peek at our new updates. More to come soon.

Who uses it

Real use cases, no hype

M&A Due Diligence

Synthesize hundreds of filings, earnings calls, and market data to build company profiles and identify deal risks.

Investment Memos

Auto-generate opportunity snapshots, competitive landscapes, and valuation tables from source documents.

Activist Defense

Analyze shareholder registers, governance structures, and insider activity to prepare defense strategies.

Bank Pitching

Craft customized pitch angles and origination scorecards by sector using integrated data and research.

What's great

Unmatched depth for financial data analysis (SEC, earnings, Capital IQ).
Turns complex documents into actionable pitch decks and summaries instantly.
Seamless collaboration across deal teams with shared projects.

Technical strengths

Integrates directly with core financial data sources (FactSet, PitchBook) and cloud storage.

Where it falls short

Highly specialized; overkill for general-purpose research or coding.
Requires a demo; likely expensive enterprise pricing not listed.
Focus is on pre-market intelligence, not real-time trading or execution.

Technical limitations

Black-box AI models for 'Understanding' questions; requires trust in outputs.

For technical folks

The deep-dive specs

FAQ

Includes technical Q&A

Max is the conversational AI assistant for finance professionals, designed to analyze documents, answer complex questions, and collaborate on projects.