Financial Information Scout

Primary filings, not second-hand summaries — found, retrieved and compiled.

Business Benefits

  • Document hunts that took a day come back in minutes
  • Works from primary filings rather than second-hand summaries
  • Consistent coverage across jurisdictions and filing regimes
  • Full audit trail from every figure to its source document

Key Features

  • Locates a company's filings across registers, regulators and investor-relations sites
  • Retrieves annual reports, interim statements and statutory filings as source documents
  • Extracts headline financials and reporting dates into a comparable structure
  • Flags missing periods, restatements and filings that are not publicly available
  • Compiles a sourced financial information report per company — shares one search-and-verify engine with the other public-record checks

Interaction Channels and Integrations

Connects to

  • HubSpot

  • Salesforce

  • Google Drive

  • MS SharePoint

  • Playwright Browser

  • Anthropic Web Chatbot (Claude)

  • Reddit

User Interaction Channels

  • Microsoft 365 E-Mail

  • Google Workspace E-Mail

  • Google Chat (Read, Reply)

  • WebChat (Widget)

  • Slack

  • Microsoft Teams (Chat)

At a Glance

Trigger

a company's filings are requested

Human in the loop

none — retrieves and compiles primary filings

Modelled time saving

72% across 5 core processes

Primary filings located and retrieved across jurisdictions, with headline figures traceable to the source document.

Data and Research Analysts

Surfacing and screening the right acquisition targets.

Data and Research Analysts

A living table of benchmarks, from every source that publishes them.

Data and Research Analysts

Any company's org chart, reconstructed from public signals.

Data and Research Analysts

People movement at any company, tracked and interpreted.

Data and Research Analysts

Every target company, profiled to your template.

Data and Research Analysts

Real-time competitive intelligence, structured into battlecards.

Data and Research Analysts

Any individual checked against public court records, with sources.

Data and Research Analysts

One sourced credit view across every rating source, in minutes.

Data and Research Analysts

Benchmark your own and competitors' service channels.

Data and Research Analysts

The answers collected, the document finished.

Data and Research Analysts

A compliance dashboard for who has updated what, on time.

The right events and trade fairs, always on your radar.

Data and Research Analysts

Fashion's public record — scraped, structured and filed into one schema.

How your brand shows up when buyers ask AI.

Data and Research Analysts

A holistic AI business case for any target company.

Data and Research Analysts

A structured dossier on any person, from public data.

Data and Research Analysts

Never miss a tender — found, fetched and filed.

Data and Research Analysts

Always-current sales and revenue forecasts, validated in dialogue.

Data and Research Analysts

Market and account intelligence that tells sales where to focus.

Data and Research Analysts

Every win and loss captured, analysed and learned from.