Automates extraction and reconciliation of financials, DCF modeling, peer comps, segments, KPIs and earnings call tracking. Handles all formatting and data prep so you can jump straight into high-level analysis.

Most tools fail because the underlying data isn't transformed for AI use — raw filings and current financial data weren't built for LLMs. We built a proprietary database directly from the SEC filings that makes all our data sources work reliably. Thats' processing multi modal inputs across disclosure changes per company and its history, yielding to our system handling over 10,000+ disclosure variations realibly. That's the difference: our workflows are reliable because we transformed the data first.

Working files you can use immediately: DCF-ready Excel with formulas intact (not static exports), insights charts with Key Trends highlighted, peer comparison tables, earnings call change reports. Every number linked to its source in the original filing. Ready for your assumptions and analysis.

No. Enter a ticker, pick a workflow, hit launch. You get outputs in the formats you already use — Excel files, charts, reports. PreDesk handles the grunt work; you keep doing analysis your way. We do the dishes so you can do the art.

PreDesk gives you automated workflows with ready-to-use outputs. Prolly MCP brings our transformed data into the AI you already use — Claude and other AI platforms — so you can ask natural language questions across filings and transcripts with source citations routed to our data. Same reliable data foundation, different interface. PreDesk for structured outputs, MCP for exploration and deeper dives.

Every data point traces back to its source — whether that's an SEC filing or trasncripts. Click any number and see where it came from. Plus, our pipeline runs 20+ deterministic steps — balance sheets must tie, cash flows must reconcile. If something doesn't check out, we flag it. No AI guessing.

No, all of our services are a uni-directional data pipe protected under SSO for users. Predesk and Prolly MCP server work on top of our own transformed data. We feed only our transformed data pipes to LLMs.