FOXIT AI
Financial Agent
Automate financial reporting and reviews for faster decision-making.
Foxit’s Financial Agent analyzes earnings, filings, and reports to deliver clear summaries and comparisons for faster understanding and better decisions.
Try Foxit AI Without a File
Upload up to 10 files: PDFs (max 25MB, 120 pages each) and images (PNG, JPG, max 5MB each)
or drop file(s) here
Try Foxit AI Without a FileSign in to your Foxit account required. Your files will be securely handled by Foxit servers. By using this service, you agree to Foxit's AI User Guidelines and Privacy Policy. Learn more about Foxit AI Assistant's Security and Privacy.
How to Get the Most Out of Financial Reports
Follow these steps to get the most out of financial analyses with our AI document tool:
1
Upload your file- Drag and drop your file (PDF, Word, Excel, PowerPoint, text file, or image) or select from your device or cloud storage.
2
Let AI scan and analyze - Foxit AI will process the file(s) to understand content.
3
Review insights in three tabs:
Summary tab – See four standardized sections: Revenue & Profit Trends, Key Management Insights, Potential Risks, Industry Comparison.
Data Analysis tab - Automate financial data extraction into tables, with export options to PDF, Word, or Excel.
AI Chat tab – Ask questions about your documents and get instant answers or comparisons.
4
Dive deeper - Continue analyzing by asking follow-up questions in AI Chat, compare insights across multiple reports, and enable Web Search to bring in supporting external data.
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Streamline High-Value Document Workflows
Workflows are designed around the way real teams handle contracts, risk reports, and audits. Instead of starting from a blank page, you follow guided steps, specific to document types, that help you ask the right questions and extract what matters most from each document.
Gain Confidence in Every Decision
Manual reviews can miss important details. Foxit AI helps reduce errors by surfacing key insights, spotting what you might overlook, and structuring responses clearly. You can make decisions backed by facts and communicate them with confidence to stakeholders.
Boost Productivity with AI Analysis
Accelerate your document tasks with less manual effort. Some workflows are fully automated, while others guide you with tailored prompts so you never start from scratch. Let AI handle the heavy lifting so you can focus on deeper work, move faster, and do more with your time.
Leverage AI You Can Trust
Your data stays yours. Foxit AI prioritizes privacy and security, keeping documents confidential with no storage or training on your files. Designed to meet industry standards, it ensures compliance while delivering powerful, reliable AI-driven insights.
Financial Agent FAQ
The Financial Agent is optimized for financial documents such as income statements, balance sheets, cash flow statements, earnings reports, and SEC filings just to name a few.
Leverage Foxit's Financial Agent to automate financial analyses with three main outputs that you can click through:
AI Chat tab – Enables natural language Q&A to compare results, highlight anomalies, or drill deeper into financial performance.
Summary tab – Automatically generates four structured sections: Revenue & Profit Trends, Key Management Insights, Potential Risks, and Industry Comparison.
Data Analysis tab – Extracts full statements or tables (Balance Sheet, Income Statement, Cash Flow, Equity) into a clear, standardized format.
ai.foxit.com supports a wide range of file types, including PDFs, Word documents (.doc, .docx), Excel spreadsheets (.xls, .xlsx), PowerPoint presentations (.ppt, .pptx), text files (.txt), and image files (.jpg, .png, .tiff). Each PDF can be up to 25MB and 120 pages, while image files can be up to 5MB each. Users can upload and analyze up to 10 files at a time.
The best AI tool for financial analysis is one that combines data extraction, structured reporting, and contextual understanding. Foxit’s Financial Agent is purpose-built for this as it automates the review of earnings reports, balance sheets, and SEC filings. It generates standardized summaries, extracts financial tables you can export, and enables AI-driven Q&A for deeper insights.
Absolutely. Foxit AI follows enterprise-grade security standards, ensuring that document processing and analysis are encrypted and compliant with industry regulations.
Your Foxit account includes 20 free AI credits per month, which you can use across AI Assistant and ai.foxit.com. To get the most out of your AI experience, you can subscribe and upgrade to 2,000 credits per month.
Credit Usage
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*Each AI Assistant action that is executed uses 1 credit, regardless of the complexity or length of the task.
ai.foxit.com
*Each prompt/question submitted depletes 1 credit.
For additional details see our AI Credit Usage Policy page.
Do More of What Matters with Foxit AI
- Get 20 free credits per month (Upgrade to our paid version for 2000 monthly credits to use with all Foxit AI services).
- Summarize, translate, and chat with multiple documents at once.
- ai.foxit.com is a standalone, web-based AI platform for PDFs—no editor required.