QX Labs

AI-powered knowledge management for investment firms

QX enables you to index, search and query your internal data so that institutional knowledge no longer gets lost in silos.
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Link your shared drive. AI handles the rest.

Ingestion

State-of-the-art data ingestion

Our ingestion pipeline has distinct strategies for processing text, tables, charts and images to maximise retrieval quality. Your internal data is mapped onto both vector and graph representations with rich finance-specific metadata.

PDF
Word
Excel
PPT
Document Parser
Chart
Table
Text
Diagram
Image
Vector DB
Knowledge Graph
AI-Driven Insights

Relevant insights with citations

We have developed a deep reasoning agent system specialized in investment analysis. It can draw relevant information from a vast knowledge base using hybrid search, with iterative reasoning for more complex tasks.

In Q4 2025:

  • Revenue: Up 10.3% YoY from $6.8m to $7.5m, driven by US expansionadobe-pdf
    Acme 2025 P&L vFinal.pdf
    Page 23
    ...Revenue for the quarter ended Dec 31, 2025 was $7.5 million, an increase of 10.3% compared to the same period in 2024. This growth came primarily from our expanding presence in the US including new licenses with GlobalTech Inc. and CloudScale Solutions.
  • Recurring revenue: Up from 60% to 78% due to focus on SaaS productmicrosoft-excel
  • Net margin: Flat at 10.3% vs Q4 '24microsoft-word
  • Net retention: Flat at 103% for past 5 quartersmicrosoft-excel
Give 3-4 short bullets on Acme's Q4 financials
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AI Models

Your choice of models

Our retrieval system is compatible with all major providers of foundational models including OpenAI, Anthropic, Gemini and Grok.

openaianthropicgeminigrokdeepseekqwen
Workflow Automation

Build automations using your internal data

Rapidly build, deploy and share automations on top of your internal data using a simple drag-and-drop UI. Build board decks, enrich KPI dashboards, run scheduled research tasks or anything else.

Learn more about Flows
Load Vault: 'Acme Inc Company Update Materials'
Run queries to retrieve latest financials and operating updates
Update acme_financial_tracker.xlsx with latet financials
Generate PPT with draft of latest board deck

Your internal knowledge is your moat. Learn how QX can level you up.