Financial Spreading + Comps Agent

Structured financials and public comps
from any 10-K in 45 seconds.

Replaces 6–7 hours of manual spreading and CapIQ work. Normalized to millions USD, LTM plus 3 fiscal years. EV/EBITDA and revenue multiples for up to 10 comparable public companies — exported to CSV.

Sources: SEC EDGAR Filings  ·  Confidence-Scored Line by Line  ·  Audit-Ready Citations

Open the Tool → See Sample Output
45 SEC Full Pipeline
6–7 HRS Replaced
10 Public Comps
SEC EDGAR Data Source
Before / After
Manual Process
Spreading a 10-K 2–4 hours
Building comps table 3–4 hours
CapIQ subscription required YES
Error-prone transcription YES
Audit-ready citation trail NO
Financial Spreading Agent
Spreading a 10-K ~15 seconds
Building comps table ~30 seconds
CapIQ subscription required NO  ✓
Source: SEC EDGAR filings YES ✓
Audit-ready citation trail YES ✓
320×
faster than manual
Processing Pipeline
Step 01
PDF Upload

Drop your 10-K PDF (up to 50MB). Accepts annual filings from any public company. No preprocessing or formatting required before submission.

Step 02
Claude Extraction

Claude Sonnet 4.6 isolates financial statement sections, spreads IS / BS / CF to structured JSON at temperature=0. A second pass validates sign conventions, label alignment, and unit consistency.

Step 03
EDGAR + yfinance

SEC EDGAR XBRL API identifies SIC-matched peer companies. yfinance pulls live market capitalization, enterprise value, and trailing price data for each comparable.

Step 04
CSV Export

Two-section spreadsheet: financial spread plus comps table. Normalized in millions USD. Drops directly into your existing Excel model — no reformatting required.

Sample Output
Acme Corp (ACME)  ·  10-K  ·  FY2024  ·  Amounts in USD millions
Metric LTM FY2024 FY2023 FY2022
Revenue $1,284M $1,201M $1,089M $962M
Gross Profit $487M $456M $414M $366M
Gross Margin 37.9% 38.0% 38.0% 38.0%
EBITDA $218M $203M $184M $163M
EBITDA Margin 17.0% 16.9% 16.9% 16.9%
EBIT $176M $164M $148M $131M
Net Income $124M $115M $103M $91M
EPS (Diluted) $2.84 $2.64 $2.37 $2.10
High confidence
Medium — derived value
Low — verify against filing
Download CSV ↓
Comparable Companies  ·  SIC-matched via SEC EDGAR  ·  Market data via yfinance
Company Ticker EV ($M) EV/Rev EV/EBITDA EV/EBIT P/E
Acme Corp (Subject) ACME 2,180 1.7× 10.0× 12.5× 21.2×
Meridian Software MRSW 3,420 2.8× 13.6× 16.2× 26.4×
Crestline Systems CRST 1,870 1.5× 9.4× 11.8× 19.1×
Harbinger Technologies HRBG 2,640 2.2× 11.8× 14.3× 23.7×
Vantage Analytics VTGA 890 0.9× 7.8× 10.1× 16.2×
Stratum Platforms STRM 3,150 3.1× 15.2× 18.7× 29.0×
MEDIAN — 2,640 2.2× 12.7× 15.3× 24.7×
Data source: SEC EDGAR + yfinance  ·  As of 2026-03-27
Download CSV ↓
Capabilities
Confidence Scoring

Every line item carries a high, medium, or low confidence marker. Medium means the value was derived from adjacent items. Low means we could not reconcile — always verify against the source filing.

  • Green = directly extracted from filing
  • Yellow = derived (e.g. EBITDA = EBIT + D&A)
  • Red = could not reconcile — verify manually
  • Machine-readable JSON confidence field
SEC EDGAR Sources

Every number traces to an SEC filing. Audit-ready citation trail included. No scraped or estimated data. Peer discovery uses EDGAR’s SIC-matched company index.

  • EDGAR XBRL API for structured data
  • SIC code peer matching — no manual selection
  • Filing URL and line-item reference per row
  • No estimated or model-interpolated values
Multi-Pass Verification

A second Claude pass checks the first extraction for sign errors, label mismatches, and unit inconsistencies. Disagreements between passes are flagged for human review.

  • Independent extraction and cross-check
  • Sign convention validation (debit / credit)
  • Unit normalization to USD millions
  • Disagreement flagging in output CSV
CSV Export

Two-section spreadsheet: subject company spread plus comps table. Normalized in millions USD. Drops directly into your existing Excel model — no reformatting required.

  • IS, BS, and CF in a single structured sheet
  • Comps table with EV, multiples, and ticker
  • Consistent column headers across all outputs
  • Ready for Excel, Google Sheets, or Python
Who Uses It
Investment Banking

Spread 10-Ks during due diligence, CIM prep, or fairness opinion work. Build the comps table before the Monday morning meeting — without spending your Sunday in CapIQ.

Private Equity

Screen targets faster. Get IS / BS / CF plus trading comps on any public comparable in seconds. Spend your time on analysis, not data entry.

M&A Advisory

Deliver structured financials and sector comps to clients without a CapIQ subscription. SEC EDGAR-sourced data holds up in a data room.

Get Started

See your 10-K spread and comps in under a minute.

Open the Tool → Request a Demo
SEC EDGAR Sourced
Confidence Scored
CSV Ready