Embedded AI for Finance Professionals

pleasefix.ai is an AI powered plug-in present in Excel, PowerPoint, Word and Chrome, empowering analysts to do better work in less time

Available as a plug-in for your essential tools

pleasefix.ai seamlessly integrates with your existing workflow

Microsoft Excel

Microsoft Excel

Microsoft PowerPoint

Microsoft PowerPoint

Microsoft Word

Microsoft Word

Google Chrome

Google Chrome

How Finance Professionals use pleasefix.ai

Excel automation demo

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

PowerPoint integration screenshot
Word integration screenshot

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

Chrome integration screenshot

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.