How it answers a question
It finds the passages and figures that matter, does the arithmetic in code, and shows you where every number came from. It works on any document you can upload, with extra tools when the document is financial.
Search that keeps tables whole
It searches by wording and by meaning, and it keeps financial tables intact. A question about net interest income finds the table, not just a paragraph that mentions it.
Citations you can open
Every answer carries numbered citations. Click one and the original page or cell range opens, so checking takes a few seconds.
Numbers checked before you see them
A figure in an answer is compared with its source. If it can't be traced, it comes out. If the whole answer can't be supported, you get "not found" instead.
Filings, section by section
10-Ks and 10-Qs are split into their sections. Compare two filings, run a disclosure checklist, see quarter-over-quarter and year-over-year changes, and view GAAP and statutory figures in separate columns.
Statements and ratios
Ask for an income statement, balance sheet or cash flow as a table. Margins, growth rates and other ratios are calculated by code from the cited figures, so you can check every input.
Executive briefings
Ask for five bullets for the CFO or a variance commentary. Each bullet is cited, and the dollar changes and shares of the total are calculated, not paraphrased.
Charts and scanned pages
Charts inside PDF, Word and PowerPoint files, and uploaded images, get a written description. It's labelled as written by a vision model, can be cited, and is never treated as a hard figure.
When documents disagree
The platform looks for figures that conflict across your documents and flags them with the source of each, so a mismatch gets noticed before it reaches a board pack.
Take answers with you
Export an answer as Word, PDF, Excel, CSV or JSON, and a chart as PNG or SVG.
From file to answer in four steps
Upload
Drop in PDFs, Excel files, Word, PowerPoint, CSV or images. The platform reads the text and tables, files each document under its company and period, and writes a short description of any chart it finds.
Ask
Type the question the way you'd put it to a colleague. Follow up with "and for Q1?" or ask for a table, a ratio, or five bullets for the CFO.
Check
It pulls the passages and figures that bear on the question, does any arithmetic in code, and drops any number it can't trace back to a source.
Answer
You get the answer with its citations. Take it out as Word, PDF or Excel if you need it elsewhere. The question and who asked it are written to the audit log.
Try it on your own documents.
Bring a few reports and a question you've had trouble answering. We'll work through it with your files, not ours.