Financial statements, parsed.
Balance sheet, income statement, cash flows, and stockholders' equity. AI-extracted from every 10-K, 10-Q, and OTC disclosure into structured, queryable, multi-period tables. The team certifies once and the data flows to every downstream wizard.
What this module does, end to end.
Four statement types, auto-extracted
Balance sheet, income statement, cash flow statement, stockholders' equity. Every line item, every period, structured JSON.
Multi-period comparison
Quarter-over-quarter and year-over-year with variance highlighting and delta calculations. Drill from summary to individual line items.
Period-over-period variance
Side-by-side multi-period view with variance on every line item. Surfaces unusual changes for earnings-prep review.
Source-filing attribution
Every extracted figure carries the originating filing reference. The "where did this number come from" question has a one-click answer for finance and counsel.
Pre-populates filing wizards
When drafting a 10-Q, the financial sections auto-fill from the Vault. The team edits, certifies, and files; the copy-paste step is removed from the workflow.
Export to CSV or Excel
External auditors and tax preparers receive clean, structured exports rather than 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.