Data Extractor
Pull structured fields from filings: financial statements, segment data, key ratios, footnote items. Output is XLSX, cited cell-by-cell back to the source.
Financial spreading,without the spreading.
A source-grounded workspace for credit, equity, and KYC analysts: turn 10-Ks, prospectuses, and submissions into structured outputs you'd hand to an associate.
No credit card. Audit trail on every figure.
From 10-K to spreadsheet, in one prompt.
Drop a 10-K. Ask for revenue, segments, debt maturity schedule, capex by year. The Data Extractor returns a spreadsheet with every cell cited back to the page in the filing. Verify in seconds, not in audit sessions.
Spreading is data entry, not analysis.
Reading the 10-K isn't where you add value. Reading it carefully enough to spot the segment shift, the contingent liability buried in note 14, the working-capital quirk: that is. Spend the day on judgment, not on copying numbers.
Workflows analysts ship
Reconcile, classify, defend.
Smart Search & Selection
Describe what you're looking for in plain English ("Credits with covenants worth flagging") and pull the matching documents into your working set. Triage 50 deals before you touch a single one.
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Multimodal models read the charts and tables embedded in PDFs, not just the prose. Pull the figure, get the structured numbers behind it.
5M+ Documents analyzed
30+ Models, one interface
What analysts push on hardest.
Numeric accuracy is everything. One wrong figure poisons the spread.
Every extracted cell links back to the page it came from. Verify by clicking, not by re-reading the whole filing. Audit trail is built in.
Confidential client data can't leave our environment.
Per-tenant isolation. No training on customer content. Your filings, your spreads, your queries: never pooled across customers.
Filings format varies wildly across companies and jurisdictions.
Documents converted to a common internal format regardless of input. The same prompt works against US 10-Ks, EU annual reports, and emerging-market prospectuses.
Frequently Asked Questions
Can it pull financial statements into a structured table?
Yes. The Data Extractor pulls structured fields from filings, including financial statements and segment data, across a whole set of documents at once rather than one at a time.
Does it read the charts and tables inside a PDF, or only the text?
Multimodal models read the charts and tables embedded in filings, not just the extractable text layer. A number that only exists inside a chart image is still reachable.
Can I find filings by describing what I want?
Yes. Smart Search and Selection takes a plain English description, such as credits with a particular covenant, and assembles the matching set for you to work on.
Can every figure be traced back to the filing?
Each cited value resolves to the exact page it came from, in one click. For work that gets reviewed by a credit committee or an auditor, the trace matters as much as the number.
Is client and deal material kept confidential?
It is never used to train models, it is isolated per tenant by row-level security, and it is deleted when you delete it. The security page names every vendor that touches it.
Can it handle a full 10-K or prospectus?
Yes. Per-file limits go up to 500 MB depending on plan, and a dataset can hold a whole portfolio of filings rather than one document per conversation.