Hebbia Matrix

What it does

Matrix takes a set of documents and a company or set of companies and produces a spreadsheet-style grid, where rows are entities or items, columns are questions or fields, and cells hold extracted and analyzed answers. Users add rows and columns and can link each finding back to its source material.

People use Matrix to run structured analysis across many filings, transcripts, and data sources at once, rather than reading each one. The sample matrix on the Hebbia site covers company-level topics such as financials, leverage, shareholder registers, governance, and recent deal activity, with each section mapped to supporting documents. Its distinct feature is traceability: each output is tied back to the underlying sources.

Matrix is aimed at professionals in investing, banking, legal, and corporate work who need to analyze large volumes of documents. Pricing is not published on the pages reviewed; access starts with a demo request. Readers should confirm fit against their own document types and integration needs.

What it can do

• Add rows and columns to build a structured analysis grid
• Reason over large volumes of documents or companies
• Produce precise, traceable findings linked back to source documents
• Organize analysis by topic sections such as financials, governance, and deal activity
• Support collaboration across a deal team within the Hebbia platform
• Work with document and financial data sources available within Hebbia

Example workflows

Screen a set of companies against a diligence checklist

Input: a list of target companies and their SEC filings, earnings transcripts, and shareholder disclosures. Steps: add a row per company, add columns for leverage, governance terms, and recent acquisitions, and let Matrix populate each cell from the sources. Output: a grid where each finding links back to the filing or transcript it came from.

Compare disclosures across periods for one company

Input: a company's 10-Q, 10-K, and earnings call transcripts across several quarters. Steps: add a column per filing period and rows for metrics such as revenue, debt maturities, or buyback authorizations. Output: a time-based comparison grid with each value traceable to its source document.

Before you choose

• Findings are only as reliable as the supplied source documents; verify any value the sources leave unstated.
• Pricing and plan terms are confirmed through Hebbia directly during the demo request.
• Test Matrix on your own document types before relying on it for a particular workflow.

Listed under

• Data
• Data extraction
• Research
• Analyst tools
• Banking
• Document analysis
• Due diligence
• Enterprise
• Enterprise search

Get started

Demo request is the explicit entry point on the Matrix page; sign-in is a separate existing-user route.

1. Request a demo through the Matrix page to get access.
2. Gather the documents and data sources the analysis needs, such as filings, transcripts, or connected data feeds.
3. Define rows (entities to analyze) and columns (questions or fields), then review the cell outputs against the linked sources.

No plan, seat, usage, or trial pricing confirmed. Pricing requires confirmation through Hebbia directly.

We couldn’t find published prices for Hebbia Matrix. See their pricing page ↗

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Hebbia | AI built for the rigor of finance ↗www.hebbia.com
• Matrix ↗www.hebbia.com
• Product ↗www.hebbia.com
• Blog ↗www.hebbia.com

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hebbia.com: product, pricing and policy pages

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knowledge_base

Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.