Financial Models · Built for Equity Analysts

Quarterly models from SEC filings. In seconds.

Stop spending earnings nights re-keying tables out of 8-Ks. Drop in a ticker — we pull every press release, parse the three statements, KPIs, and guidance, and hand back a clean Excel-ready model with every cell tied to its source filing.

How it works

1

Drop in a ticker

Type AAPL, MSFT, or any US ticker. We resolve the CIK, pull every recent 8-K, and identify the earnings-release exhibits — no setup, no file uploads.

2

AI extracts the three statements

Each press release is parsed for income statement, balance sheet, cash flow, KPIs, GAAP/Non-GAAP reconciliation, and forward guidance. Labels are standardized across filings so the merge just works.

3

Ready-to-edit model — built in seconds

Quarterly columns + FY totals, every cell linked back to the exact source filing. Export to Excel with one click, or work directly in the schema editor when a row needs a tweak.

What you get back

A merged model across every filing in your history — quarterly columns, FY totals, three statements plus KPIs, reconciliation, and guidance. Every cell links to the exact 8-K it came from.

Income statement · USD millions · illustrative
Line itemQ1 FY24Q2 FY24Q3 FY24Q4 FY24FY24
Revenue2,1852,3402,5912,8669,982
Gross profit1,7521,8912,1062,3418,090
Operating income3113874746011,773
Net income2162743474681,305
EPS (diluted)0.410.510.650.872.44

Illustrative output. Each cell on the live product links to the exact 8-K it came from.

Why analysts switch

No more earnings-night marathons

Updating a model the night of a print used to mean an hour copying tables out of a PDF. Drop in the ticker, the new quarter is in your model before the call ends.

Restatement-aware merge

When a later filing restates a prior period, the merge keeps the newest value and flags the disagreement — so you spot revisions instead of silently inheriting them.

Click-through to the source

Every cell carries the filing accession and exhibit URL. Verify any number against the original 8-K table in two clicks — same audit-trail discipline as the tools you’re replacing.

Schema you control

Rename rows, merge variants, hide subtotals you don’t want, set custom row order. Your overrides persist across re-extractions — the model conforms to how you think about the company.

Build your next model in minutes, not hours.

Free to start. Sign in, drop a ticker, get a model.

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