Analyze filings 95% faster
AI 10-K Disclosure Analysis Agent
Find the story behind the numbers
Delegate your SEC filing review to a specialized AI agent. It reads entire 10-Ks and 10-Qs to automatically compare risk factors, summarize management's discussion, and extract critical disclosures, delivering key insights in minutes.

Ideal for
Investment Analysts
Risk & Compliance
Auditors

See AI 10-K Disclosure Analysis Agent in action
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See AI 10-K Disclosure Analysis Agent in action
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See AI 10-K Disclosure Analysis Agent in action
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Quarterly 10-Q Review
See AI 10-K Disclosure Analysis Agent in action
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Time comparison
Time comparison
Traditional way
2-4 hours per filing
2-4 hours per filing
With V7 Go agents
5 minutes
5 minutes
Average time saved
95%
95%
Why V7 Go
Why V7 Go
Year-over-Year Change Detection
Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.
Year-over-Year Change Detection
Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.
Year-over-Year Change Detection
Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.
Year-over-Year Change Detection
Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.
MD&A Summarization
Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.
MD&A Summarization
Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.
MD&A Summarization
Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.
MD&A Summarization
Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.
Risk Factor Analysis
Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.
Risk Factor Analysis
Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.
Risk Factor Analysis
Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.
Risk Factor Analysis
Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.
Footnote & Accounting Policy Review
Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.
Footnote & Accounting Policy Review
Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.
Footnote & Accounting Policy Review
Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.
Footnote & Accounting Policy Review
Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.
Custom Topic Search
Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.
Custom Topic Search
Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.
Custom Topic Search
Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.
Custom Topic Search
Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.
Peer Group Comparison
Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.
Peer Group Comparison
Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.
Peer Group Comparison
Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.
Peer Group Comparison
Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.
Reads and compares critical SEC filings
To surface the most important changes.
Get started
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to public market data.
Connect AI to public market data.
Uncover the critical narrative hidden in plain sight.
Uncover the critical narrative hidden in plain sight.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.
Input types
50+ languages
HTML Filings
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.
Input types
50+ languages
HTML Filings
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.
Input types
50+ languages
HTML Filings
200 pages
Multi-modal
Document types
PDFs
URL
Complex Tables
Graphs
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Enterprise grade security
for high-stake industries.
While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Next steps
Next steps
Can you spot a critical new risk factor in seconds?
Give us a company you follow. We'll show you how the AI agent can analyze its latest filing and deliver a summary of key changes and insights instantly.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Answers
Answers
What you need to know about our
AI 10-K Disclosure Analysis Agent
Where does the agent get the SEC filings from?
The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.
+
Where does the agent get the SEC filings from?
The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.
+
Where does the agent get the SEC filings from?
The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.
+
How does the year-over-year comparison work?
It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.
+
How does the year-over-year comparison work?
It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.
+
How does the year-over-year comparison work?
It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.
+
Can it summarize specific sections of the filing?
Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.
+
Can it summarize specific sections of the filing?
Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.
+
Can it summarize specific sections of the filing?
Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.
+
How is this different from services that provide redlines of filings?
Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.
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How is this different from services that provide redlines of filings?
Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.
+
How is this different from services that provide redlines of filings?
Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.
+
What is the final output?
The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.
+
What is the final output?
The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.
+
What is the final output?
The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.
+
Can it track filings for a whole portfolio of companies?
Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.
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Can it track filings for a whole portfolio of companies?
Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.
+
Can it track filings for a whole portfolio of companies?
Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.
+