Integration
FactSet Integration
Ingest deep financial models, estimates, and broker research directly from FactSet. Accelerate your modeling and comparables analysis.
Turn FactSet data into finished deliverables
FactSet provides the raw data; Underlying provides the reasoning engine. Connect your FactSet workstation directly to our AI agents to automatically populate IC Memos, generate pitch books, and run thematic research reports.
- Consensus Estimates: Automatically pull EPS and revenue estimates into your valuation models.
- Broker Research Synthesis: Synthesize dozens of PDF broker reports into a single, cohesive view on a target.
Excel Add-in Integration
Underlying outputs map directly to templates built with the FactSet Excel Add-in, preserving FDS codes.
Market Data Workflows
Build recurring workflows that track sector valuations over time, sending weekly PDF summaries.
Ready to upgrade your firm's diligence?
Stop relying on black-box AI tools that you can't trust. Bring accountability back to your workflows.