Filing Navigator AI: Streamlined SEC Filings Research

How Much Time Do You Spend on SEC Filings Research?

A typical 10-K filing is over 100 pages. Companies must file numerous reports year-round. Deep analysis can take hours, especially when searching for specific financial concepts buried across multiple filings.

Filing Navigator AI: The Speed and Reliability You Need for Financial Research

Filing Navigator’s AI Agent doesn’t just respond—it actively analyzes SEC filings, extracts insights, and takes initiative.

• Navigate SEC filings fast and cut research time by hours.

• Instantly visualize financial concepts, risks, and trends.

• Turn data into action—ask, discuss, and extract key insights.

From Raw Filings to Actionable Insights—Fast and Precise

Insights Directly from the Source: Access SEC filings for the most reliable and timely company data—unfiltered and free from media bias or interpretation.

Built on SEC Taxonomy: Designed for SEC EDGAR filings, Filing Navigator AI doubles accuracy by leveraging the SEC’s own taxonomy. Unlike generic NLP, it aligns with EDGAR’s terminology to eliminate ambiguity, prevent misinterpretations, and ensure precise, context-aware data extraction. It doesn’t just extract numbers; it understands where they fit within the broader financial narrative of a filing.

AI-Powered Financial Analysis: Filing Navigator AI utilizes SEC Financial Concepts extracted from company filings to track critical metrics over time. It instantly visualizes trends, identifies patterns, and delivers insightful projections—enhancing decision-making and driving precise strategic planning.

Chat with SEC Financial Concepts in Plain Language: Ask AI questions, uncover key details, and extract insights directly from the data. Use AI to spot trends, anomalies, and financial patterns with clarity.

Export as PDFs or CSVs: Save reports as PDFs to preserve formatting across devices or as CSVs for easy Excel import, allowing for further data analysis and manipulation.

Who It’s For

Filing Navigator AI is the perfect solution for financial analysts, investors, and anyone engaged in financial research or decision-making. Its effectiveness in streamlining the analysis of complex regulatory documents makes it an indispensable tool for both experienced professionals and those new to SEC filings.

Enterprise-Grade Search and Retrieval

Filing Navigator AI delivers highly relevant and accurate information with cutting-edge retrieval and search capabilities.

• Enhanced Generative AI Performance – Uses Retrieval-Augmented Generation (RAG) and Cohere’s advanced search engine to refine AI-driven responses.

• Efficient Information Extraction – Quickly processes vast and conflicting data sources, ensuring accuracy, speed, and responsible data handling.

• Scalable and Adaptable – Handles increasing data volumes and user demands, making it a future-proof solution.

• Advanced Search with Reranker Model – Prioritizes relevance by dynamically analyzing query intent and content context, reducing time spent on irrelevant results.

• Top-Tier Search Quality – Combines semantic search with reranking to efficiently refine vast amounts of results into high-quality answers.

• Fine-Tuned for Financial Services – Optimized for EDGAR filings, incorporating specialized terminology and domain expertise to double accuracy in financial data extraction.

Enterprise-Grade Security and Reliability

Built on Microsoft Azure, Filing Navigator AI ensures robust security, privacy, and scalability for enterprise use.

• Enhanced Security – Multi-layered protection against cyber threats.

• Privacy & Compliance – Adheres to global standards for data security and compliance.

• Reliable Infrastructure – Ensures stability and enterprise-level performance.

• Advanced Data Protection – Encryption and threat detection safeguard sensitive financial data from breaches.

With Filing Navigator AI, businesses gain a powerful, secure, and intelligent solution for financial data search and retrieval.

Step into the future of financial analysis!

Unlock deeper insights in SEC filings—faster, easier, and with greater clarity.

Contact us today!