Role-based access control
Permissions can be separated across analysts, reviewers and administrators, with access scoped by role, company, business function or dataset.
Trust & Governance
Trustworthy financial analysis requires more than a confident answer.
Lectify is designed to make AI-assisted financial analysis controlled, explainable and reviewable. Governance determines who can access financial information and what actions they can perform. Auditability connects each answer to the sources, financial facts, calculations and verification results behind it.
Verified answers. Controlled access. Complete traceability.
See an example request trace ↓Governance
Controls across users, data and AI workflows
Governance controls who can access information, which actions they can perform and how models, tools and financial definitions are used throughout the platform.
Segregation of duties
Analysis, review, approval and administration responsibilities can be assigned to different roles to reduce conflicts and strengthen oversight.
Data and calculation governance
Financial facts retain their filing context and source lineage. Metric definitions, formulas, reporting periods and calculation versions can be managed consistently.
Source lineage
Material figures and conclusions can be traced back to the relevant filing, financial statement, footnote or structured data point.
Human-review controls
Unverified, conflicting or sensitive outcomes can be flagged for review before being approved, distributed or used in downstream decisions.
Public and enterprise data separation
Public SEC filing data and private enterprise financial data can be separated through access, storage and retention controls.
Answer traceability
From question to evidence
A unique request trace connects the final answer to the evidence and processing steps behind it, allowing an analyst or reviewer to understand how the result was produced.
Illustrative request traceVerified
- Request ID
- LCT-2026-0042
- User and business role
- Financial Analyst
- Company
- Illustrative company
- Filing and reporting period
- Form 10-K · FY2024
- User’s question
- What was the company’s FY2024 gross margin?
- Source filing or statement
- FY2024 Form 10-K · Consolidated Statement of Operations
- Reported financial facts
- Revenue: $X · Gross profit: $Y
- Formula or calculation
- Gross profit ÷ revenue
- Result produced
- 55.7%
- Independent verification result
- 55.7% · Verified
- Difference or tolerance
- 0.0 percentage points
- Review status
- No exception identified
- Timestamp
- Recorded at execution
- Approval status
- Not required for this illustrative request
The trace is designed to preserve the user, company, source filing, reported financial facts, calculations, verification outcome and review status associated with an answer. This supports review without requiring someone to reconstruct the analysis manually.
Audit and record keeping
Preserve the evidence behind important analysis
Questions, answers, source references, calculations, verification outcomes and review decisions can be retained according to organizational policies. This allows authorized reviewers to revisit previous analysis without reconstructing it manually.
Reproducible analysis
Preserve the inputs, source periods, financial facts and calculation logic needed to understand how a result was derived.
Review history
Record verification outcomes, reviewer decisions, approvals and exceptions associated with an analysis.
Configurable retention
Support organizational policies governing how long analysis records and supporting evidence are retained and who can access them.
Business oversight
Clear evidence for review, risk and compliance
Lectify is designed to help analysts, reviewers and control functions understand what information was used, how important figures were calculated and whether the final result was independently verified.
Verification status
Clearly distinguish verified results from figures that could not be independently confirmed or contain conflicting evidence.
Source-linked answers
Connect material financial claims to the relevant filing, financial statement, footnote or reported data point.
Calculation transparency
Show the financial facts, formulas, reporting periods and units used to derive important metrics and comparisons.
Complete analysis history
Preserve questions, answers, sources, calculations and verification outcomes so previous analysis can be reviewed later.
Data-quality controls
Identify missing, inconsistent, duplicated or conflicting filing data before it is relied upon in an answer.
Review checkpoints
Allow unverified, exceptional or sensitive results to be routed for human review before being approved or used in downstream reporting and decisions.
Governance
Defines who can access financial data, what actions they can perform and which controls apply to analysis, review and administration.
Auditability
Preserves the sources, reported facts, calculations, verification outcomes and user actions needed to review how an answer was produced.
Together, governance and auditability help make AI-assisted financial analysis controlled, reviewable and accountable.
Security & assurance
Designed to support enterprise control requirements
Lectify’s architecture is being designed around role-based access, segregation of duties, data isolation, encryption, source lineage, audit logging, human-review controls and configurable retention. These capabilities are intended to support the governance and evidence requirements of regulated financial-services environments.
Organizations remain responsible for configuring the platform, operating their controls and determining whether its use satisfies their specific regulatory, legal and internal-policy requirements.
Active-development notice. Product controls and assurance capabilities are under active development. This page describes the intended control model and does not represent a claim of SOC 2, SOX, GDPR, RBI, SEBI or any other formal certification or regulatory compliance.
Evaluate trustworthy financial analysis in your workflow.
We are developing Lectify Analytics for financial-analysis use cases where source evidence, calculation accuracy and auditability matter.