For analysts who show their work

Financial models with receipts.

Type a ticker. Filing Studio turns the company's SEC filings into a period-aligned 3-statement model — every cell tied to the exact line it came from. You verify everything; it guesses nothing.

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No black box — every number traces back to EDGAR.

Filing Studio · from ticker to model

Unedited workspace capture · or try it live, no sign-in →

Any public filerEvery inline-XBRL 10-K and 10-Q on EDGAR.

7 years · 3 statementsAnnual and quarterly, aligned across periods.

Click any cellJump to the source line in the filing.

Excel in one clickA clean workbook you can hand to your IC.

The difference

An answer you can't verify isn't research.

Every AI copilot will answer your question. None will let you stand behind the number in front of your investment committee.

The copilot way

Ask a question, get a generated answer.
A wrong figure looks exactly like a right one.
Tracing the source is left to you.

Filing Studio

Every number is as reported in the filing.
One click lands on the exact source line.
AI fills gaps only with your approval.

For a number you have to defend, verified beats generated.

The workspace

The filing never leaves your side.

The three statements load beside the 10-K they came from. And any table in the filing — segments, debt, disaggregated revenue — opens in its own window, exactly as filed.

MSFT · click a cell → the exact line in the 10-K

Filing Studio — clicking a grid cell highlights the matching number in the source 10-K

Every cell, a receipt

Click any number. Land on the exact line in the filing it came from.

Result: a figure you can defend to your IC — no black box, no guesswork.

MSFT · statements beside the 10-K

Filing Studio — MSFT income statement beside the source 10-K filing

MSFT · segment table, as filed

Filing Studio — a filing's segment table opened in its own window

AI, in its lane

The agent cleans. You decide.

Raw XBRL comes out of EDGAR with holes — dropped values, renamed tags, untagged subtotals. The agent finds them and proposes fixes from the filing itself. Try it on real MSFT numbers:

MSFT Income Statement 10-K · FY2023–FY2025 · $ in millions

3 rows need review 3 rows recovered · sourced

Line item	2023	2024	2025
Product	64,699	64,773	63,946
Service and other	147,216	180,349	217,778
Total revenue	—211,915	245,122	281,724
Cost of revenue	65,863	74,114	87,831
Gross margin	—146,052	—171,008	—193,893
Research and development	27,195	29,510	32,488
Sales and marketing	22,759	24,456	25,654
General and administrative	7,575	7,609	7,223
Operating income	88,523	109,433	128,528
Other income (expense), net	788	(1,646)	(4,901)
Earnings before taxes	89,311	107,787	123,627
Provision for income taxes	16,950	19,651	21,795
Net income	72,361	88,136	101,832
Diluted EPS	—9.68	—11.80	—13.64

As extracted from the 10-K — three rows the raw XBRL left blank. Hit After to run the agent. Recovered from the 10-K — every value cites its source line. You approve each fix; nothing merges on its own.

MSFT · Ledger — line items simplified

Filing Studio — the Ledger panel showing two renames that simplified verbose filing labels into clean line items, each with a one-click revert

Clean it up, keep the trail

Simplify a verbose filing label into a tight line item — every edit lands in the Ledger with where it came from and a one-click revert.

Result: a model that reads clean, with the raw filing name one click away.

MSFT · Issues — 14 rows flagged

Filing Studio — the Issues panel listing MSFT rows that need review, each with the reason it was flagged

Nothing hidden

Every gap and mismatch is surfaced for review — never silently merged away. You see what the raw filing left ambiguous and make the call.

No mockups: these are live captures, straight from the running app.

Missing values

Recovers figures the raw feed silently dropped.

Tag drift

Flags line items renamed or reclassified across years.

Subtotals

Fills gaps the filer never tagged at all.

Every suggestion cites its source and waits for your sign-off. The agent never merges, renames, or removes on its own — that call is always yours.

If you can't trace it to the filing, it doesn't belong in the model. Every cell, a receipt.

Start with a ticker — mega-caps to micro-caps, straight from EDGAR.

Open the workspace Watch the demo