Open-Source Finance AI Tool Updated to Deliver Actual Files, Not Just Reports

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A finance-focused open-source AI research platform called Finance, available at finance.valyu.ai, has received a major update based on observed user behavior. The app now offers 23 curated research workflow templates spanning investment banking, private equity, hedge funds, and go-to-market functions, each displaying depth level, estimated runtime, and output format upfront. A key improvement addresses a common gap in AI research tools: instead of returning only written reports, the platform now generates downloadable deliverables such as Excel spreadsheets, Word documents, and PowerPoint files. The app also uses a lightweight model to analyze a user's freeform query and automatically pre-fill a deliverables picker with a suggested format, though all suggestions remain visible, editable, and non-binding before the user runs a search. Generated files now appear at the top of each report, and every claim is linked to a clickable primary source.

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