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Financial Data Extraction demo

Each new filing's numbers land in the analyst's own model the day it files, every value read, mapped, footed and checked against its page before an associate accepts the column. 1:31

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What the demo shows

Pulls reported KPIs from filings into the analyst's own model, each number linked to its page

Seven agents take each filing for a covered issuer the moment it lands. A Filing Watcher links it to the issuer and the analyst's model and starts the clock; a Table Reader reads every page in its own language, scans included; a Mapper maps each label to the analyst's own line names and learns from every decision; Units & Periods catches thousands against millions, one currency against another and year-to-date against quarter; a Footing agent adds every subtotal and, when segments do not foot, finds the reconciling line on the page instead of plugging; a Restatement agent proposes recasts with the old value kept; a Model Writer cross-checks against estimates and writes the column with a link on every cell. The associate works in the analyst's own grid, clicks any cell for its lineage, decides what the agents could not settle and accepts the column; a different senior analyst checks; the analyst publishes the version.

Transcript

  1. Financial Data Extraction fills the analyst's own model from each filing, linked to the page.
  2. By hand, a Model Update takes two hours for 2,000 filings a season.
  3. Corvain's 10Q landed at 412.
  4. Seven agents mapped 31 numbers in 40 seconds.
  5. Click any number for its lineage.
  6. Filing, Page, Row, Conversion, Cell.
  7. One cell is Amber.
  8. the segments don't add up to revenue.
  9. The footing agent never plugs.
  10. It found a $1.7 million line on page 22.
  11. Leah, the associate, adds the row and accepts the column.
  12. A German quarterly sits beside its English values, each pinned to its page.
  13. A second person checks.
  14. Ines, a senior analyst, passes the recast.
  15. Then Julian publishes version 14, cited, signed, and logged.
  16. Models refresh the day each name files, saving about two hours a ticker.
  17. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.