Manual data extraction and analysis from lengthy documents is time-consuming and prone to errors, hindering efficient knowledge work and requiring significant effort to ensure data traceability for audit purposes. Professionals often switch between document review platforms and spreadsheet software, disrupting workflows and reducing productivity.

Cogny is an Excel add-in that integrates AI-powered document analysis directly within the spreadsheet environment. It automates the extraction of specific data points and answers from uploaded documents, populating spreadsheets with traceable information. This streamlines workflows by eliminating the need to switch between applications and reduces manual data entry. The platform provides an audit trail for every extracted insight, ensuring transparency and compliance. Cogny allows users to define custom queries and receive answers that adhere to specified formats, enhancing the efficiency and accuracy of research and reporting tasks.

Excel add-in for in-spreadsheet document analysis and data extraction

AI-driven extraction of answers and key data points from uploaded documents

Automated population of spreadsheets with extracted information

Generation of audit-ready insights with traceable source links

Customizable query definition to tailor data extraction to specific needs

Support for various document formats and use cases across industries

Functionality to review and modify extracted sources and answers for transparency

Workflow automation to minimize manual data entry and application switching

Cogny serves professionals in fields such as internal audit, financial reporting, risk management, legal analysis, and market intelligence who regularly work with large volumes of documents and require efficient, traceable data extraction within Excel.

Revenue is generated through a tiered subscription model for the Excel add-in, with pricing based on usage volume and feature access.