Solution
For research, credit, and investment teams at banks, asset managers, and data providers: metrics and disclosures pulled from every filing you cover, diffed against prior periods, and cited to the page.
The problem
Material detail sits in footnotes, segment tables, and risk factors rather than on the face of the statements. Reading for it consistently across a portfolio of filers is beyond any team's hours.
A reworded disclosure, a metric moved between sections, new risk language — visible only if someone diffs filings side by side. Under coverage pressure, nobody does.
Numbers copied into models and memos lose their source page. When one is challenged months later, tracing it back is an afternoon per figure.
The product, not a promise
How it works
Filings and reports load as they publish — 10-Ks, 10-Qs, 8-Ks, annual reports, scanned or digital.
Agents pull financial metrics, disclosures, and footnote detail into a structured model.
Line items align across formats and entities so figures are actually comparable.
Period-over-period deltas surface — changed disclosures, moved metrics, new risk language.
An analyst verifies flagged items against the cited page and releases the data downstream.
Who it's for
Research analyst
Head of research
Risk & compliance
The numbers that matter in a filing are rarely on the face of the statements. They are in the footnotes, the segment tables, the risk factors that quietly changed since last quarter. Reading for them is slow; reading for them consistently across a portfolio of filers is beyond what any team does by hand.
Botminds ingests filings and financial reports as they publish — 10-Ks, 10-Qs, 8-Ks, annual reports, digital or scanned — and extracts the metrics and disclosures inside them into one structured model. Line items normalize across different presentation formats and entities, so a figure from one filer is genuinely comparable with the same figure from another, and with the same filer a year ago.
The comparison is where the value concentrates. The platform diffs each new filing against its predecessors: a disclosure that was reworded, a metric that moved between sections, risk language that appeared for the first time, a footnote that grew three paragraphs. Changes a manual read would miss — because nobody re-reads last quarter’s filing side by side — surface automatically, ranked and cited.
Extracted data is only worth what you can verify. Every metric and disclosure in the output links to the exact page it came from; click the number, see the filing. Analysts confirm the items that matter in seconds, and anything built on the data downstream — a credit memo, a model input, a research note — inherits a citation trail back to the primary source.
Because extractions feed credit views, risk assessments, and investment decisions, nothing flows downstream unreviewed. Agents extract, normalize, and flag; an analyst approves. The record keeps the whole chain — source page, extracted value, reviewer, decision — which is exactly what a committee or an examiner asks for when they ask where a number came from.
Objections, answered
Click it. Every metric and disclosure in the output links to the exact page it came from, so confirmation takes seconds. Items the platform is less confident about are flagged and held for analyst review before anything flows downstream.
Line items normalize to your model. A figure reported under one filer's presentation lands where your definitions say it lands, consistently across filers and periods — which is what makes the comparisons mean something.
The record keeps the whole chain: source page, extracted value, normalization, reviewer, and release decision. A challenged figure in a memo or model traces back to the primary source in one step.
Filings ingest as they publish, scanned or digital, with no preprocessing on your side. Setup is pointing the platform at your filer list and mapping to your metric model; history backfills so comparisons work from the first quarter.
Watch its metrics, footnotes, and changed disclosures surface — each cited to the page — live in the demo.
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