Core Module

Financial statements, parsed.

Balance sheet, income statement, cash flows, stockholders' equity. AI-extracted from every 10-K, 10-Q, and OTC disclosure into structured, queryable, multi-period tables. Never re-keyed.

Income Statement
RevenueNet Income
Q1 23
Q2 23
Q3 23
Q4 23
Q1 24
Q2 24
Revenue YoY
+48.4%
NI Margin
63.0%
Variance
Flagged
Capabilities

What this module does, end to end.

01

Four Statement Types, Auto-Extracted

Balance sheet, income statement, cash flow statement, stockholders' equity. Every line item, every period, structured JSON.

02

Multi-Period Comparison

Quarter-over-quarter, year-over-year, with variance highlighting and delta calculations. Drill from summary to individual line items.

03

Period-Over-Period Variance

Side-by-side multi-period view with variance and delta calculations on every line item. Spot the unusual changes before earnings prep.

04

Source Filing Attribution

Every extracted figure carries the originating filing reference. No more "where did this number come from" emails between finance and counsel.

05

Pre-Populates Filing Wizards

Drafting a 10-Q? Financial sections auto-fill from the Vault. Edit, certify, file. Skip the copy-paste step entirely.

06

Export to CSV / Excel

External auditors and tax preparers get clean, structured exports. No more PDF screenshots of tables.

See it in production.

Early-access program by invitation. Onboarding in minutes. Your Vault is live the moment your ticker is recognized.