How to Use Cogny for Smarter Document Analysis

Cogny turns documents into structured, queryable data, making extraction, reporting, and auditability fast and reliable. Teams simply upload files, select a template, and get AI-assisted drafts in seconds, with every figure traceable to its source. Trusted by organizations in finance, law, and compliance, Cogny helps small and large teams deliver accurate, auditable insights without extra specialists. From contracts to reports, Cogny makes document analysis smarter, faster, and more trustworthy.

Aimie Aimie
3 min reading

Why Cogny Matters

Every organization depends on documents. Contracts, RFPs, compliance reports, HR files - they’re full of critical information. But extracting and using that information is often slow, manual, and error-prone.

Cogny changes that by treating documents not as static files, but as structured, queryable data. With Cogny, teams can automate extraction, trace every number back to its source, and generate full reports directly inside Excel.

Getting Started Is Simple

For small teams and large enterprises alike, the process follows three steps:

  • Upload your documents
  • Select a template
  • Get your first draft in seconds

From there, Cogny's AI agents act like an in-house expert: critiquing the draft, highlighting missing information, and automatically re-running analysis to fill the gaps - always with a complete audit trail.

Real-World Examples

Cogny is already trusted by major organizations:

  • Worldline uses it to streamline CSRD sustainability reporting
  • EDF applies it to RFP analysis and HR document reviews
  • Flichy Grangé Avocats relied on it to analyze thousands of documents just days before a hearing, ultimately achieving the cancellation of half of a multi-million euro social security reassessment

The law firm explained:

“When several thousand pieces were handed to us just days before a hearing, Cogny allowed us to exploit them and respond effectively - securing the cancellation of half of a multi-million euro reassessment.”

Why It Works for Small Businesses

Small businesses often assume AI tools are too complex or resource-heavy. Cogny is different:

  • No specialist needed - any data professional can use it
  • Built-in critique - the platform reviews drafts like an expert
  • Traceability by default - every figure links back to its source

The result: small teams can deliver high-quality, auditable results without hiring auditors or consultants.

Trust, Not Just Speed

Cogny's value lies not only in speed, but in reliability:

  • Closed-loop data - only uses your documents, never the open web
  • Zero hallucinations - insights are strictly grounded in source data
  • Traceability - every number is clickable back to its origin
  • Agentic critique - results are refined and cross-checked
  • Security by design - sensitive documents stay protected

The Golden Rule for AI Adoption

Stéphane Beaumont, Member of the Board of Directors at Cogny, and Gabriel Rauscher, Chief Operating Officer, emphasize:

“Start simple, but always demand traceability.”

Pick one high-impact workflow, use AI in a way your team can adopt easily, and make sure every result is transparent. If you can’t prove where a number came from, you can’t trust it - and trust is the foundation of sustainable AI adoption.