Ask across your firm
Plain-English questions over memos, models, decks, emails and notes, answered from your own material.
Haneex Assist for Finance
Your firm's own AI assistant. Your data stays in your environment.
A private, chat-style assistant built for financial firms. It answers from your documents, deals and data, follows who may see what, and runs in your own environment.
What your team can do
Summarize deals and portfolios
Pull the key points, risks and open items out of long diligence folders and portfolio updates.
Draft from approved sources
First drafts of memos, emails and updates that cite where every statement came from.
Query your data
Ask questions of Snowflake and other financial data in plain English, with the query shown for review.
Private by design
Built for firms that cannot send client and deal information to a public chatbot.
Runs in your environment
Deployed in your cloud account or Microsoft tenant, not on a shared public service.
Your choice of AI model
Use the model providers your firm has approved, under your own agreements and keys.
Configured not to train on your data
We set it up, using provider settings and terms, so your documents and prompts are not used to train AI models.
Logged and reviewable
We set up logging of questions, answers and sources so your team can review them.
Role-based access, built in
We design it to:
Haneex Assist is designed to check who is asking before it looks anything up, so answers draw only on what that person is already allowed to open.
- Follow the permissions you already manage in Microsoft 365, SharePoint and Dropbox
- Respect deal-team walls, so people see the deals and clients they are staffed on
- Use roles you define, such as deal team, operations, finance and leadership
- Limit answers to documents the person asking is allowed to open
Connects to the systems you already use
We connect the sources that matter to your team first, and add the rest over time.
Microsoft 365
OutlookTeamsSharePointOneDrive
Deals and work
DealCloudAsana
Files
DropboxSharePoint
Data
SnowflakeERP systemsMarket and financial data sources
Product names are trademarks of their respective owners and are used here only to describe compatibility. Haneex is not affiliated with or endorsed by these companies.
How we deliver it
- ListenWe sit with your team and hear which questions and tasks slow them down.
- ObserveWe watch how the work is done and pick the first sources, roles and questions.
- PlanWe design the assistant around your systems, roles and approval rules.
- AutomateWe deploy it in your environment, test it on real questions, and train your team.
Common questions
Where does our data live?+
We deploy it in your own cloud account or Microsoft tenant. Text sent to the AI model is processed by the provider you choose, under your agreement with them.
Which AI models does it use?+
The providers your firm approves. We connect through your own agreements and keys, and build it so providers can be swapped later.
How does access control work?+
It reads the permissions you already manage, adds the roles and deal-team walls you define, and is built to check them on every question before anything is retrieved.
Do we need all of these systems connected?+
No. You can start with one or two sources, such as SharePoint and DealCloud, and add more once your team trusts the answers.
Who maintains it after launch?+
We can. Our maintenance and support service keeps it updated, monitored and improving, or we train your team to run it.
How do we start?+
Send us a message. We schedule a call, then spend time with your team to pick the first questions worth answering.
See it on your own documents.
Tell us which questions your team asks most, and we will show you how the assistant would answer them.