Check every number.
Follow any figure in Neo back to the page it came from, see how it was calculated, and see who approved it. Nothing reaches your board on trust alone.
From board pack to source page in two clicks.
- Every figure links to the document, page and line it came from
- See the calculation and the rule version that produced it
- A permanent record of where each number has been used
Illustrative data
Neo prepares. Your people approve.
Every run is reviewed before anything is saved to the record or sent to anyone. Neo shows what changed since last quarter and flags anything out of pattern, so review takes minutes, not days. The record shows who approved it and when.
- Quarter-on-quarter changes shown side by side
- Breaks and low-confidence fields flagged for a person
- Corrections approved once and carried forward
| Fund | Q2 NAV | Q3 NAV | Change |
|---|---|---|---|
| Pacific Infra Fund II | $12.10m | $12.41m | +2.6% |
| Northgate Growth III | $18.62m | $19.05m | +2.3% |
| Coastline Credit Trust ⚑ | $14.76m | $14.45m | −2.1% |
| Meridian Property Fund | $9.88m | $9.93m | +0.5% |
Every step, written down.
Neo keeps a running log of every document received, every extraction, every check, every correction and every approval. When your auditor, your board or a regulator asks how a number was produced, the answer is already written down, in your own account.
- Who did what, when, and with which version of the rules
- AI actions and human actions clearly distinguished
- Exportable for auditors and compliance reviews
Reporting you can hand to an auditor.
AI that can't show its working has no place in a family office. These five properties hold for every number Neo produces.
Every run kept
Each run is logged end to end, with inputs and outputs.
Tied to source
Every figure links to its document, page and line.
Rules under control
Each rule change is logged, with the version every run used.
Fixed once
Approved corrections carry forward into future cycles.
For compliance
A clean record of work and approvals for auditors and boards.
Bring last quarter's statements. Leave with one view.
A 30-minute demo of Neo using the kinds of documents your office already receives. No slides.