Accuracy by construction
Documents are generated from governed data, so they can't drift from it. Every figure traces back to its source.
Financial Services
Accuracy isn't optional. Neither is speed.
Uhuu generates investment memoranda, client reports and KPI reviews directly from your governed data — every figure traceable to its source, every document reviewed before it leaves the house.
Sound familiar?
One wrong figure costs more than a missed deadline.
“Our analysts didn't sign up to copy numbers into slides at midnight.”
Uhuu builds the report from the data. Your analysts review instead of transcribe.
“The data room moved on. The memorandum didn't.”
Uhuu memoranda read live deal and asset data, so the document keeps pace with the deal.
“Month-end reporting is a marathon.”
Define the report once, and every period generates itself: live figures, narrative drafted, ready for review.
Use cases
The documents your quarter depends on.
Investment memorandumv5 · committee
Office building · Zürich West
PriceCHF 84.0 M
Net yield4.2%
WALT6.8 y
Data as ofWed · 18:00Investment committeeThu · 09:00
ReviewDeal teamapprovedComplianceopen
01 · Investment memoranda & pitch books
Wednesday's numbers in Thursday's committee.
The investment memorandum renders from live deal and asset data in a locked, on-brand template — not from last month's draft.
Explore the Document EngineFund report · Q3 2026v3 · draft
Net asset valueCHF 412.6 M
Distribution yield3.1%
Manager commentaryDrafted by AI · awaiting review
Traced to sourcefund_ledger · release r22
as of 30.09.2026 · field nav_total
as of 30.09.2026 · field nav_total
Audit trailData release r2209:12AI draft · commentary09:14Edited · Portfolio manager10:41Compliance reviewopen
02 · Client & fund reporting
Quarter-end without the overtime.
Figures arrive from the source, the narrative is drafted, and your team reviews and signs off — for every entity and in every language. AI does the volume; a person approves every document before it reaches a client.
Portfolio reportQ3 2026
AI commentaryNet income rose on lower vacancy in Zürich West.
Net income · SepCHF 438’200
Occupancy96.4%
Traced to sourceportfolio · v12
03 · KPI & management reporting
Every number has an answer.
“Where does this number come from?” takes one click to answer. Every chart and table is wired to the governed dataset behind it.
Explore the Data HubWhat powers it
Governed data in. Reviewed documents out.
The Data Hub connects your portfolio systems, data warehouse and CRM, read-only where you need it. The Document Engine turns that governed data into memoranda and reports your team reviews before release.
Why financial teams choose Uhuu
Built for teams measured on accuracy.
Control where it counts
Access per audience, a full audit trail and human review before anything reaches a client.
Your systems, untouched
We connect to your data; we don't take it. Access can be revoked at any moment.
FAQ
The questions compliance will ask.
You aren't. Your systems stay the source of truth: we connect to your data, access is granted per audience, and you can revoke it at any moment.
You show them. Every figure traces to its source record — no digging through spreadsheets.
AI does the volume: extraction, pre-fill and narrative drafts. A person reviews and approves every document before it reaches a client.
Swiss hosting, GDPR alignment and a full audit trail; on-premises deployment is possible for high privacy requirements.
SQL databases, CRMs, spreadsheets, file storage and custom APIs — read-only by default for reporting. If your system isn't on the list, a custom connector can bridge it.
There is no migration. We start with one source and one report, and you see it working on your own data before any wider rollout.
By the workflows and volume in scope. We scope it with you in the demo.
See your own report, generated.
Bring one report you produce today. We'll show you how it builds from your data — and go through your compliance questions in the first call.