Financial Intelligence
Workspace

Every 10-K, 10-Q, and earnings transcript lands in its own format, and the line that actually matters is usually a footnote, not the headline number. An equity team can lose the first two days of earnings season just reading, before any real analysis starts.

The agent parses each filing's XBRL alongside its full narrative text, diffs it against the prior period, and drafts a brief where every claim carries a citation back to its exact source line — nothing reaches an analyst unsourced.

• Claude — constrained to cite only retrieved passages — verification rejects anything it can't source, rather than let a plausible number slip through.
• Vector DB — narrative sections are retrieved by meaning, not keyword, so a phrase like “headcount reduction” still surfaces a filing that says “workforce optimization.”
• XBRL — reads the same structured tags regulators themselves validate, so every figure ties back to a machine-checked source, not screen-scraped text.