Available as a plug-in for your essential tools
pleasefix.ai seamlessly integrates with your existing workflow
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Google Chrome
How Finance Professionals use pleasefix.ai

Automating Portfolio Reporting
Generate comprehensive portfolio performance reports automatically, saving hours of manual data compilation and formatting
Creating Documents for Investment Committees
Streamline the creation of committee presentations with AI-powered document generation


Drafting and Reviewing Documents
Create investment memorandums and review legal documents based on previous standard documents
Searching Web and Finance Professionals Database
Efficiently search and analyze data from multiple sources to identify investment opportunities and conduct market research

Enterprise-Grade Security You Can Trust
At pleasefix.ai, security is at the core of everything we build. We ensure that your data remains protected at all times, adhering to the highest standards of encryption, privacy, and compliance.
Data Encryption & Protection
Your data is safeguarded with end-to-end encryption, ensuring it remains secure both in transit and at rest. This prevents unauthorized access and guarantees maximum protection for all your workflows.
Secure AI Model Interactions
We only use private APIs to access foundation models, ensuring your data is never exposed to public or third-party models. This guarantees confidentiality, control, and compliance with enterprise security standards.
Data Retention & Automatic Deletion
Your data is never stored longer than necessary. We retain information only as needed for processing and automatically delete it once tasks are completed—or as per your organization's specific requirements.