Analyze earnings reports, filings, and internal strategy documents with AI designed so your data never leaves your device.
The convenience of cloud AI tools comes at a cost most finance teams can't accept.
Uploading earnings data, M&A materials, or unreleased financials to a cloud AI tool creates exposure that is difficult to undo once the data has left your device.
Cloud AI requires files to travel to a third-party server. There is no technical guarantee about retention, access, or use in model training — see our full breakdown of what happens to uploaded documents.
Internal compliance policies and frameworks like GLBA often restrict where client and financial data can be processed. Cloud AI tools raise questions many compliance teams haven't fully resolved — consult your own compliance counsel.
Client financial data under NDA has no business touching a third-party AI vendor's infrastructure, regardless of that vendor's stated data policy.
Kynora keeps every report, filing, and query on your device.
Kynora is designed so financial documents never leave your device. There is no Kynora server where your data could be accessed, disclosed, or retained.
Every answer cites the source passage and page — powered by the same retrieval-augmented generation pipeline behind every Kynora answer. Find the footnote or disclosure you need in a 200-page filing in seconds — and verify it yourself.
Ask questions across quarterly reports, earnings call transcripts, and filings simultaneously. Cross-reference figures without manually flipping between documents.
Due diligence trips, client sites, secure trading floors — your entire document knowledge base travels with you and works without any internet connection.
Legacy filings and scanned financial statements become searchable, queryable text using Apple's Vision framework OCR — entirely on-device.
From earnings analysis to due diligence — on your device, without cloud risk.
Ask "what did management say about margin guidance" and get a cited answer drawn directly from the transcript.
Upload an entire data room and ask questions that span the collection. Identify inconsistencies between documents without reading each one manually.
Ask plain-language questions across regulatory filings and trace every answer back to the exact section and page.
Build a private knowledge base from historical internal reports and strategy documents, searchable in plain language.
Kynora is designed so no document data or queries leave your device during use. No network calls are made during document processing, embedding, search, or generation. Privacy is a design property of the system — not a vendor policy.
Informational purposes only. The information on this page is provided for general informational purposes and does not constitute legal, compliance, or financial advice. Whether Kynora's architecture satisfies your firm's specific regulatory obligations (such as GLBA, SEC, or FINRA requirements) or client confidentiality commitments is a question you should assess with your own compliance and legal counsel. Features described reflect current product functionality and may evolve over time.
Keep confidential materials on-device. Download Kynora or get product updates.