Hebbia

OVERVIEW

Hebbia is built for evidence-heavy work such as investment research, diligence and professional analysis. Its product brings private documents and financial information into a shared workspace. Matrix organizes questions and outputs across source collections, while Max is positioned as an agent for institutional finance. The useful difference from a general chat session is a structured research process that can examine many related entities or documents without reducing everything to one long answer.

A suitable starting task is a comparison table for a known collection of company documents, with each material claim checked against its source. The goal is to reduce repetitive reading and evidence organization, not to transfer responsibility for an investment or legal conclusion. Hebbia's user reviews support diligence and document analysis, but the current Max capabilities, connected data entitlements and output formats should be confirmed in an enterprise demonstration using representative material.

What the workflow does

• Matrix analysis: Organizes document research into structured rows and columns for repeated comparisons.
• Agent-assisted research: Max and research workflows support multi-step professional analysis rather than only keyword search.
• Linked evidence: Research outputs can connect extracted claims or metrics to supporting source material for review.
• Public and private context: Combines internal files with supported financial and external sources, subject to access and licensing.
• Source selection: Supports focusing research on chosen document collections or source types instead of an uncontrolled set of inputs.

FROM INPUT TO RESULT

How the workflow works

1. 1

   Provide a representative source collection and define the questions the analyst needs answered.

2. 2

   Run a structured comparison or research workflow and inspect the linked evidence.

3. 3

   Resolve missing or conflicting facts, check calculations and reuse the workflow only after review.

WHAT IT OFFERS

Key features

• Matrix analysis

  Organizes document research into structured rows and columns for repeated comparisons.

• Agent-assisted research

  Max and research workflows support multi-step professional analysis rather than only keyword search.

• Linked evidence

  Research outputs can connect extracted claims or metrics to supporting source material for review.

• Public and private context

  Combines internal files with supported financial and external sources, subject to access and licensing.

• Source selection

  Supports focusing research on chosen document collections or source types instead of an uncontrolled set of inputs.

IS IT A GOOD FIT?

Who it’s for

CONNECTED TOOLS

Integrations

Listed tools for this workflow. Confirm current support and setup with the provider.