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Business Intelligence

SEC EDGAR, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your SEC EDGAR account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Business Intelligence
  • Connects with a key
  • 9 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What SEC EDGAR is

Access public SEC EDGAR company submissions, XBRL facts, filing archives, and filing indexes with the caller identity required by the SEC fair-access policy.

You paste in a key from your own SEC EDGAR account. It is kept encrypted, and you can withdraw it from inside SEC EDGAR whenever you like.

How a run works

One message in, the work done in SEC EDGAR.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in SEC EDGAR. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own SEC EDGAR account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

9 tools it already has

What it can do in SEC EDGAR

These are the ready-made tools your AI employee already has in SEC EDGAR. It is not limited to them, but it never has to be taught these.

  • Get SEC Company ConceptResolve a ticker or CIK and return a bounded page of one company's disclosures for a specific standardized XBRL taxonomy concept.
  • Get SEC Company ProfileResolve a ticker or CIK and return the SEC filer's identity, classification, addresses, tickers, exchanges, and filing-history coverage without returning its filing arrays.
  • Get SEC Filing DocumentResolve a filing path and offload one archive file, filing detail page, complete submission, or SGML header while enforcing a caller-selected size cap.
  • Get SEC XBRL FrameCompare one standardized XBRL concept across reporting entities for a calendar period and return a bounded page of matching facts.
  • List SEC Company FilingsResolve a ticker or CIK and return one bounded, normalized page of recent or historical SEC company filings.
  • List SEC Filing DocumentsResolve a ticker or CIK and list a bounded page of documents and generated artifacts in one SEC filing archive, including filenames and sizes needed for safe retrieval.
  • Search SEC Company ConceptsResolve a ticker or CIK and search the company's available standardized XBRL concepts. Returns a bounded page of concept metadata and units without returning individual disclosure
  • Search SEC EntitiesSearch SEC companies by ticker, name, or CIK, or mutual funds by ticker, CIK, series ID, or class ID. Returns normalized identifiers for other SEC tools.
  • Search SEC Filing IndexDiscover and search one daily or quarterly EDGAR master index, returning a bounded page filtered by company, CIK, or form. Quarterly source files over 30 MB are not supported; use
Access, and who is in charge of it

You stay the boss of your SEC EDGAR account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own SEC EDGAR account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in SEC EDGAR is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in SEC EDGAR and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about SEC EDGAR

Can an AI employee really work inside SEC EDGAR?
Yes. It signs in to your own SEC EDGAR account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of SEC EDGAR?
No. Nothing moves and nothing is replaced. Your records stay in SEC EDGAR, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my SEC EDGAR account?
You paste in a key from your own SEC EDGAR account. It is kept encrypted, and you can withdraw it from inside SEC EDGAR whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in SEC EDGAR?
It has 9 ready-made tools in SEC EDGAR today, among them Get SEC Company Concept, Get SEC Company Profile and Get SEC Filing Document. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use SEC EDGAR and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in SEC EDGAR and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in SEC EDGAR?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in SEC EDGAR is written down with what it did and when.