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Finance Assistant

Reads long filings and reports and answers in seconds, with the source pages attached.

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What was operating margin in FY2023 and why did it change?
✓ Searched the annual reportFound on pages 42 and 57
Operating margin fell from 18.4% to 16.1%, mainly from higher input costs and a one-off restructuring charge (p. 42, p. 57).
100%answers cited
Why teams bring it in

The work it takes off your plate.

Analysts ask questions of annual reports, 10-Ks and statements and get a cited answer instead of an afternoon of reading.

What it handles

3 jobs, done properly.

Filings

Annual reports, 10-Ks and statements.

Hours back

Comparisons

Year-on-year and peer comparisons.

Faster analysis

Citations

Every figure linked to its page.

Easy to check
How it works

3 steps, start to finish.

Each step is visible to your team, and nothing important happens without a person's say-so.

01
✉ EmailPDFXLS

Upload

Add reports and filings.

02
✉ EmailPDFXLS

Ask

In plain language.

03

Details✓

Rules✓

Sources✓

Check

Open the cited pages.

answers cited100%
Try it yourself
Try it yourself

See it work in two minutes.

  1. Open the demoIt opens in a new tab, no setup needed.
  2. Ask it something realTry: “What was operating margin in FY2023 and why did it change?”
  3. Talk to usWe'll show it on your own data.
Try the live demo
FinanceLive preview
Chatbot
What was operating margin in FY2023 and why did it change?
✓ Searched the annual reportFound on pages 42 and 57
Operating margin fell from 18.4% to 16.1%, mainly from higher input costs and a one-off restructuring charge (p. 42, p. 57).

Common questions

Does it replace analysts?

No. It's built to speed analysts up, and every answer can be checked.