Elixir reads like your best analyst, thinks like your CFO, and reports like your most trusted advisor. In real time, across your entire portfolio.
Your team spends weeks consolidating financials from PDFs, Excel files, and fragmented reports across portfolio companies. By the time insights reach the board, they're already outdated.
to consolidate quarterly financials across 10 portfolio companies
Five different report formats, three currencies, zero standardisation
Anomalies discovered after the damage is done
Analysts buried in manual work instead of strategic analysis
Elixir is the financial intelligence layer that sits between your portfolio companies and your boardroom. Not another dashboard. Not another BI tool.
Instantly understands every financial document you receive
Analyses and interprets data with financial depth and rigour
Delivers clear, actionable intelligence in real time, across your entire portfolio
An AI-native financial intelligence platform purpose-built for investors, boards, and M&A teams managing multi-company portfolios. One intelligent pipeline replaces the entire broken process.
Any document format, any source
AI-powered data extraction at scale
Deep financial intelligence applied instantly
Board-ready insights, grounded in your actual documents
Every document passes through a fully autonomous processing engine.
Accepts PDF, Excel, CSV, Word, SIE4, and scanned documents. OCR handles handwritten and image-based financials. Multi-format ingestion with automatic structure detection.
Every document processed by Elixir yields a complete financial profile.
Board members and C-level executives get a complete financial command centre.
Every company, every metric, one screen. Revenue trends, EBITDA margins, profitability, liquidity, and operational health — updated the moment new documents arrive.
A single view showing the status of every portfolio company. Colour-coded health indicators across financial performance, cash position, growth trajectory, and risk exposure.
Automatic group-level profit and loss aggregation with parent-subsidiary eliminations. No manual consolidation required.
Compare any metric across siblings — who is growing fastest, strongest margins, tightest cash. Spot outliers instantly.
Year-over-year and quarter-over-quarter analysis across every metric, for every company, automatically. Trends are visualised, inflection points highlighted.
Proactive alerts for margin compression, cash runway falling below six months, revenue concentration above safe thresholds — delivered before they become emergencies.
Investment associates and M&A professionals get a complete deal intelligence engine.
Revenue growth, EBITDA margins, tax rates, working capital, capex, exit multiples, holding periods — adjust any variable and watch deal value, IRR, and MOIC recalculate in real time.
Aggressive growth, conservative, base case, turnaround, and custom templates — start from proven frameworks, customise to your thesis.
Run 500 to 10,000 probabilistic iterations to model outcome distributions. Quantify downside risk with statistical precision, not gut feel.
Tornado charts reveal which variables have the most impact on deal value. Spider charts show how multiple assumptions interact. Focus diligence where it actually matters.
Every deal receives a composite risk-reward score across valuation risk, operational risk, and financial health — giving your IC a standardised framework for comparison.
Generate complete investment committee documents — executive summary, five-year projections, sensitivity tables, Monte Carlo distributions, risk narratives. What took days is ready in minutes.
Your analysts and associates get an AI-powered research engine.
Ask any question in natural language. "What was Company X's EBITDA margin trend over the last 8 quarters?" Answers come in seconds, grounded in source documents, with citations.
Every query runs through both semantic understanding and full-text keyword matching simultaneously. The AI understands what you mean, not just what you typed.
Ask in English about Swedish documents. Ask in Swedish about English reports. The system detects language automatically and returns answers in your preferred language.
AI maps the operational landscape — top customers by revenue contribution, key suppliers, major contracts, headcount trends, payroll summaries. Concentration risks are calculated and flagged automatically.
Know exactly what financial periods are covered, what's missing, and what needs updating — across every company in your portfolio.
Most platforms show you data. Elixir thinks about it. It detects patterns you haven't noticed, flags risks before they escalate, connects signals across your entire portfolio, and delivers intelligence that is grounded, actionable, and real-time.
Built-in knowledge of European accounting standards — Swedish BAS, German SKR 03/04, French PCG, Spanish PGC, Dutch RGS, and IFRS. Elixir natively understands how companies in each jurisdiction structure their chart of accounts and interprets them correctly without configuration.
Native parsing of SIE4 (Sweden), SAF-T (Norway, Portugal, Poland, Austria), FEC (France), and DATEV (Germany) — with 10+ years of historical data support. Drop in a structured export and Elixir reconstructs the full financial history: income statements, balance sheets, trial balances, and account-level detail.
Different accounting standards use different sign conventions — Swedish BAS inverts revenue and income accounts, German HGB has its own debit/credit logic, IFRS uses yet another convention. Elixir detects the standard, identifies the convention, and normalises automatically — preventing the silent errors that plague manual cross-border consolidation.
SEK, KSEK, MSEK, EUR, GBP, USD, NOK, DKK, CHF, PLN — Elixir identifies the currency and unit scale from the document context, converts to your reporting currency at period-accurate rates, and normalises across the entire portfolio. No manual currency mapping required.
Calendar years, broken fiscal years, quarterly, monthly — every country has its own fiscal conventions. Elixir maps every document to the correct period and aligns cross-company, cross-border comparisons accurately, regardless of jurisdiction.
Every balance sheet is validated against fundamental accounting identities: total assets must equal total equity plus total liabilities. Derived ratios are recalculated and verified against source data. When numbers don't add up, the discrepancy is flagged — not hidden.
Understands jurisdiction-specific line items — Swedish bolagsskatt, German Gewerbesteuer, French impôt sur les sociétés, Spanish impuesto de sociedades. Correctly classifies tax provisions, statutory reserves, and country-specific reporting items instead of misinterpreting them as generic expenses.
Financial data demands zero tolerance for error. When the AI encounters ambiguity, it doesn't guess — it asks.
Every answer refines the AI's understanding. Every clarification improves future extraction accuracy.
Conflict management: When newly extracted KPIs contradict existing data — a 50% revenue swing, a margin that doesn't align with history — Elixir pauses, presents both values with context, and waits for human confirmation before updating.
Elixir was not a spreadsheet tool that bolted on AI later. It was designed from the first line of code as an AI system that understands finance. Every architecture decision, every data model, every interface was built around intelligence — not retrofitted with it.
Every document passes through nine purpose-built processing stages — each one designed specifically for financial document intelligence. Not a generic parser. A financial reasoning engine.
Advanced reasoning for complex document understanding and OCR. Mid-tier intelligence for conversational analysis and strategic insights. High-speed models for extraction and entity detection. Each task routed to the right model.
Combines semantic vector search with full-text keyword search simultaneously. The AI understands financial meaning and exact terminology — giving you answers that generic search engines simply cannot.
Every AI answer streams in real time with inline citations. Every claim references the specific document, page, and passage it drew from. You can verify any number, any statement, any insight in seconds. No trust required — just transparency.
Every financial metric is extracted twice by independent AI passes. Both must agree before any number enters your dashboard. When they disagree, the metric is flagged for human review — not silently averaged, not estimated, not guessed.
Every human correction feeds back into the system. Every conflict resolution teaches the AI about your portfolio's patterns. Every clarification improves future extraction accuracy. Elixir doesn't just process your data — it learns your portfolio over time.
Embedded domain knowledge across accounting standards, tax law, financial benchmarks, valuation methods, and regulatory frameworks. The AI doesn't just extract numbers — it understands what they mean in context.
Financial intelligence demands the highest standard of data integrity and security.
For every extraction decision — confidence scores, reasoning chains, and source citations. Every number can be traced back to the document it came from.
Four permission levels — Admin, CFO, Analyst, and Viewer. Granular per-company permissions ensure the right people see the right data.
Control who is logged in, from where, and revoke access instantly.
With full data export and deletion capabilities. Your data, your control.
With change summaries — every update is tracked, every previous version is preserved, nothing is lost.
Through human feedback loops — every correction, every clarification, every conflict resolution makes the system smarter for your portfolio.
Getting data from your portfolio companies into Elixir is designed to be simple enough that any CFO or finance lead can do it without training.
The structured accounting export from your ERP/accounting system. Contains the complete chart of accounts, all transactions, balance sheet, and income statement. This single file gives Elixir 70% of everything it needs.
Top customers with revenue amounts. Can be as simple as a two-column spreadsheet: customer name and revenue. Enables concentration risk analysis, customer dependency tracking, and revenue diversification insights.
Employee count, total personnel costs, and optionally a department breakdown. Enables headcount tracking, revenue per employee, and personnel cost trends.
Click any country to see exactly how to export the accounting file from the most common local systems.
| System | Export Path | Format |
|---|---|---|
| Fortnox | Settings → Export → SIE → SIE4 | SIE4 |
| Visma eEkonomi | Accounting → Reports → SIE Export | SIE4 |
| Bjorn Lunden | Bokforing → SIE → Exportera SIE4 | SIE4 |
| PE Accounting | Reports → Accounting → SIE Export | SIE4 |
| Hogia | File → Export → SIE4 | SIE4 |
| System | Export Path | Format |
|---|---|---|
| Tripletex | Rapporter → SAF-T Eksport | SAF-T |
| Visma Business | Regnskap → SAF-T → Eksporter | SAF-T |
| PowerOffice Go | Reports → SAF-T Financial | SAF-T |
| Xledger | Exports → SAF-T XML | SAF-T |
Norwegian SAF-T includes customer/supplier data — only 2 files needed.
| System | Export Path | Format |
|---|---|---|
| e-conomic | Settings → Export → CSV Export | CSV |
| Dinero | Regnskab → Eksport → CSV | CSV |
| Billy | Reports → Export → Accounting Data | CSV |
Denmark uses CSV/Excel exports. SAF-T adoption is voluntary.
| System | Export Path | Format |
|---|---|---|
| Netvisor | Reports → Accounting → Export | CSV/Excel |
| Procountor | Kirjanpito → Raportit → CSV | CSV |
| Fennoa | Reports → Bookkeeping Export | CSV |
| System | Export Path | Format |
|---|---|---|
| DATEV | Datei → Export → ASCII (DATEV-Format) | DATEV CSV |
| Lexware | Datei → Export → DATEV-Schnittstelle | DATEV CSV |
| SAP Business One | Reports → Financial → Export | Excel/CSV |
| System | Export Path | Format |
|---|---|---|
| Sage 100 | Fichier → Exporter → FEC | FEC |
| Cegid | Comptabilite → Export FEC | FEC |
| EBP | Outils → Export → Fichier des Ecritures | FEC |
FEC (Fichier des Ecritures Comptables) is legally mandatory in France. Every accounting system can generate it.
| System | Export Path | Format |
|---|---|---|
| A3 | Contabilidad → Exportar → Plan Contable | Excel/CSV |
| Holded | Contabilidad → Libro Diario → Exportar | Excel |
| Sage 200 | Contabilidad → Informes → Exportar | Excel/CSV |
| Contasol | Archivo → Exportar datos → Diario | CSV |
Spain uses PGC (Plan General Contable). Export the libro diario or balance de sumas y saldos for best results.
| System | Export Path | Format |
|---|---|---|
| Xero | Reports → Account Transactions → Export | CSV/Excel |
| Sage 50 | File → Export → Nominal Ledger | CSV |
| QuickBooks | Reports → Profit & Loss → Export | Excel |
| FreeAgent | Reports → Trial Balance → Export | CSV |
| Country | Structured Format | Common Systems |
|---|---|---|
| Netherlands | CSV/Excel (Auditfile voluntary) | Exact Online, Twinfield, Afas |
| Belgium | CSV/Excel | Octopus, Yuki, Exact |
| Poland | SAF-T (JPK) | Comarch, Symfonia, Sage |
| Austria | SAF-T | BMD, RZL, SAP |
| Portugal | SAF-T (mandatory) | Sage, PHC, Primavera |
| Italy | XML e-invoicing | Zucchetti, TeamSystem, Wolters Kluwer |
| Switzerland | CSV/Excel | Abacus, Bexio, Klara |
Portugal SAF-T includes customer/supplier data — only 2 files needed. Poland's JPK is mandatory and structurally rich.
A simple, repeatable process that runs every month.
Each portfolio company's finance contact receives an automated email with a personalised upload link and a checklist of what to submit.
Finance leads upload their 3 files via the Elixir portal (drag-and-drop) or forward documents via email to their dedicated intake address.
Elixir's 9-stage pipeline processes every file within minutes. KPIs are extracted, cross-validated, and any conflicts are flagged for review.
Your analyst reviews any flagged items, resolves conflicts, and confirms the data. The dashboard updates in real time as data is approved.
Board-ready dashboards, alerts, benchmarks, and AI insights are available. Reports can be generated and shared instantly.
Elixir supports 13 file formats. If the system can export to PDF, Excel, or CSV — which virtually all systems can — Elixir can process it. Structured formats give higher accuracy, but AI extraction works across all formats.
Yes. Each company gets a dedicated intake email address. Files sent to that address are automatically ingested into the pipeline. The portal is preferred for tracking, but email works for companies that prefer it.
Elixir's OCR and AI extraction handles PDFs at ~80% accuracy. The system will flag any uncertain extractions for human review. For best results, encourage the structured export — but PDFs are fully supported as a fallback.
All uploads are encrypted in transit (TLS 1.3) and at rest. Data is stored in GDPR-compliant European infrastructure. Role-based access control ensures only authorised users can see each company's data. Full audit trail for every access event.
Direct integrations with accounting systems and ERPs — eliminating manual uploads entirely. Your portfolio companies' financials flow into Elixir continuously.
Scheduled intelligence reports delivered directly to stakeholders on your cadence. Weekly, monthly, quarterly — always current, always formatted, always ready.
Beyond Nordic and English financial standards — supporting global portfolios with local accounting intelligence.
AI-driven recommendations for capital allocation, operational improvements, and strategic positioning across the group. Not just intelligence. Guidance.
We are accepting 10 founding partners. This is not a beta test. This is an invitation to shape the future of financial intelligence alongside us.
Before general availability. Your rate never changes.
Tell us what to build, and we build it. Your priorities become our priorities.
As it launches — before anyone else.
Tailored to your portfolio structure, your document formats, and your team.
Tell us about your portfolio and we'll set up your dedicated Elixir environment. Founding partner applicants get priority onboarding.
We'll be in touch within 24 hours to get your Elixir environment set up and your team onboarded.
In the meantime, explore the Data Collection Guide to see how easy it is to get your portfolio companies onboarded.