Master Hebbia with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Contact sales team to discuss enterprise pricing and requirements Upload sample documents to test Hebbia's analysis on your document types Define key research questions and comparison metrics for your use cases Train team on Matrix feature for multi
document comparative analysis Integrate with existing document management and research workflows Establish verification processes for AI
generated insights and citations
💡 Quick Start: Follow these 3 steps in order to get up and running with Hebbia quickly.
Explore the key features that make Hebbia powerful for ai research and finance workflows.
Analyze hundreds of documents in parallel with structured query rows and document columns, producing spreadsheet-like comparison tables. Each Matrix cell is independently sourced and citable, allowing analysts to drill from a comparison view directly into the underlying document evidence.
Extract specific covenant terms from 50 credit agreements and receive a structured comparison table in minutes rather than hours of manual review
Native parsing of finance-specific document types including SEC filings, credit agreements, indentures, M&A purchase agreements, and earnings transcripts. The model understands financial structure conventions like footnote references, schedule attachments, and defined-term cross-references that trip up general LLMs.
Parse 10-K filings to identify risk factors, revenue trends, and regulatory concerns across multiple companies for investment research
Every answer includes citations linking to the exact page and paragraph in the original document, with one-click navigation to the cited passage. This citation-first architecture is a core compliance feature that enables deployment in regulated financial institutions.
Present investment committee recommendations with precise source references that stakeholders can independently verify
Process thousands of documents simultaneously through enterprise-grade infrastructure that scales horizontally with document volume. The platform handles full deal rooms and multi-year filing histories in a single workflow rather than requiring document-by-document interaction.
Analyze entire deal room of documents for due diligence, extracting key terms and risks from hundreds of contracts and agreements
Build firm-specific knowledge bases from proprietary investment memos, deal history, and internal research that remain isolated from other tenants. Collections support fine-grained access controls so different teams can maintain segregated document spaces within the same Hebbia deployment.
Create a searchable database of past investment memos and due diligence reports to inform future deal analysis
Now that you know how to use Hebbia, it's time to put this knowledge into practice.
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Tutorial updated March 2026