Evaluate complex financial reasoning with verified finance experts

Bring professional judgement to financial reasoning, risk and compliance evaluation. Work with credentialed finance professionals, with each study scoped to your requirements.
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Expertise you can examine

Start with verified professional experience. Then define the specific knowledge and evaluation criteria your financial AI needs.

01
Identity and professional credentials
Prolific checks identity and quality, then cross-references professional claims with independent sources and official registers where available.
02
Experience matched to the task
Define the finance discipline, seniority and market context your study needs. Confirm the relevant credentials and specialist availability during scoping.
03
A rubric grounded in your use case
Agree the assessment criteria and qualification task before launch. A finance study can test numerical accuracy, evidence, assumptions and the quality of judgement.

Put financial expertise to work on your AI

Use cases to scope with our team, from specialist evaluation to expert feedback for training. Availability and delivery are confirmed for each study.

Financial reasoning evaluation

Test whether an answer follows from the evidence. Review calculations, assumptions, valuation logic and the handling of uncertainty.

Accounting and reporting review

Evaluate how models interpret financial statements, reconcile figures and explain accounting treatments against your supplied standards.

Risk and compliance evaluation

Assess risk summaries and policy interpretations against a defined jurisdiction, reference date and review rubric.

Financial document analysis

Check extraction and synthesis across filings, disclosures and research. Identify unsupported conclusions and missing source context.

Preference and training data

Compare model responses and collect expert explanations of which answer is more useful, more accurate and better supported.

Adversarial and edge-case testing

Probe misleading premises, conflicting figures and incomplete evidence. Evaluate when a model should qualify an answer or ask for more information.

The judgement behind the answer

A useful finance evaluation explains why an answer is credible. Ask experts to identify the assumptions, source evidence and missing information that affect a conclusion.

For a workflow study, agree what to capture at each step, from the initial interpretation to calculations, revisions and the final assessment.

Study outputs to consider

  • Calculations and supporting evidence
  • Assumptions and alternative interpretations
  • Expert ratings and written rationale

Structure feedback around your research question

Define a rubric that separates numerical correctness, financial reasoning and evidence quality. Specify the market, reporting period and reference material the reviewer should use.

Agree how ratings, annotations and explanations should be delivered so your team can examine errors and compare model versions.

Turn expert feedback into a better next iteration

Use specialist review to investigate weak financial reasoning, compare candidate responses and identify gaps in your evaluation set.

For training work, scope preference judgements, corrected responses or expert-labelled examples. Match the deliverable to the behaviour you want the model to learn.

Build quality into the study

Prolific combines human review, model-based checks and automated validation according to the task. You retain approval of submissions.

For your finance study, agree the qualification criteria, reference answers and review process up front. Make room for legitimate disagreement, especially where professional judgement depends on context.

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Your next study

Start with the financial decision your model needs to support

Investment analysis, Financial reporting, Risk assessment, Policy interpretation, Document review, Financial reasoning.
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Human evaluation, grounded in research

Explore Prolific’s wider AI work and evaluation methods.

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Supporting Ai2’s multimodal research
See how Prolific helped Ai2 organise human data collection and support iterative model development.
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Look beyond a single model score
HUMAINE explores model behaviour across multiple dimensions of human experience.
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Understand the verification behind the expertise
Learn how Prolific checks professional claims and matches domain expertise to specialist work.
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Let’s scope your finance study

Bring a sample task and your expert requirements. We’ll discuss feasibility, evaluation design and the data your team needs to make its next decision.
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Frequently asked questions