For investor relations teams
SEC filing Q&A assistant
A 10-K holds the answers, but few readers will hunt through 100+ pages to find them. An SEC filing Q&A assistant lets anyone ask in plain English and get an answer drawn only from the filing, with a citation back to the section.
Grounded, not generative guesswork
General chatbots will happily invent a revenue figure. That is unacceptable for a public company. Our assistant is grounded in the document: it answers only from your filing and supporting materials, cites the section each answer came from, and returns a polite decline when the filing doesn’t contain the answer.
Safe to put in front of the market
Shareholders, analysts, and journalists can all use it. The filing is never used to train external models, and the assistant’s credentials stay server-side. It is the same responsible approach described in AI for investor relations.
See it on Costco’s 10-K
The assistant lives inside the interactive report, so an answer can take the reader straight to the relevant scene. Ask Costco’s real FY2024 filing a question in the live example.