Financial & investment analysts — Sauna

The AI agent for financial analysts

Sauna pulls the numbers, builds the model and the chart, and drafts the commentary — then runs the recurring report on a timer, so analysis stops being copy-paste.

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Sauna is an AI assistant for financial analysts that pulls the numbers and builds the output. It queries your warehouse or sheets, models and charts the data, drafts variance commentary, and runs the recurring report pack on a schedule — analysis without the copy-paste.

What it does

What Sauna does for financial & investment analysts

  1. 01

    Pull and chart

    Query the source, build the table and the chart, and hand back a one-pager as a PDF — deduped and adjusted the way you specify.

  2. 02

    Variance commentary

    Compare to last period, flag the lines that moved beyond your threshold, and draft the explanation in plain English.

  3. 03

    The recurring report

    A weekly or monthly pack — KPIs, charts, commentary — built and delivered on the schedule you set.

  4. 04

    Company and market lookup

    Deep research on a company or sector, cited, folded into your model's assumptions.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna
You
You
@Sauna Pull our revenue by segment for the last 12 months, chart it, compare to last quarter, flag anything that moved more than 5%, and draft the commentary as a one-page PDF.
S
Sauna
Reading Google Sheets and Snowflake.
Done — here's the draft and what I found. Approve to send.

Try it

Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

“Pull our revenue by segment for the last 12 months, chart it, compare to last quarter, flag anything that moved more than 5%, and draft the commentary as a one-page PDF.”
Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

Google SheetsSnowflakeStripeAirtable

What you get

A finished result, not a transcript.

Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.

team.sauna.app/reporting
$48.2k
MRR
+14%
vs last mo
3
reports due
Revenue, last 8 weeksLast 8 weeks
Q1 board deckIn review · due Fri
Churn cohort modelRefreshed · today
ARR bridge2 variances · flagged

Get the result, not the busywork.

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Good to know

Questions, answered.

Can it run the numbers, not just talk about them?

Yes. Sauna runs code, queries your data, builds charts, and exports a finished PDF — not just a chat answer.

Where does it get the data?

Whatever you connect — your warehouse, sheets, Stripe, and thousands of other sources, or your own over an API key.

Is my data safe?

Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.

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More ways teams use Sauna

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