Browser-like navigation
Move through filings like a browser, with familiar back and forward navigation plus fast jumps through document sections.
Financial Research
FilrAI
Research public companies from SEC filings, investor materials, annotations, and AI-assisted summaries in one focused workspace built exclusively for macOS.
Filing-first
Search companies, open recent SEC filings, and inspect source documents.
Document viewer
Navigate filings, take notes, search with AI, chat with documents, and extract tables.
Excel exports
Export filing tables and historical data for building three-statement models.
App screenshot placeholder
Final product images will be added after the app UI is finished.
A filing viewer built for actual document work.
The document viewer is the center of FilrAI: source navigation, AI search, chat, notes, and table exports stay close to the filing you are reading.
Document viewer screenshot placeholder
Final screenshots will show outline navigation, AI search, document chat, notes, and table exports.
AI search and document chat
Ask filing-specific questions, search source context, and keep answers tied to the document you are reviewing.
Notes and annotations
Highlight source text, save notes, and keep research observations connected to the original filing.
Excel exports
Export useful filing tables directly from the viewer so source review can flow into spreadsheet and model work.
A practical path from company to evidence.
The app is organized for repeated public-company review: find the company, inspect the documents, capture evidence, and build the model.
Search a company
Start with a company and load context, filing references, and current research surfaces.
Open source filings
Review quarterly and annual SEC filings, with IR material available as supporting context.
Navigate and extract
Use outlines, AI search, document chat, notes, and table exports to capture what matters.
Export the work
Export source tables and historical data into Excel-ready outputs for model building.
Model Builder
Excel exports that carry the research forward.
The export workflow is built around getting historical filing data and extracted source tables into Excel-ready form for three-statement model work.
Export historical data for building three-statement models.
Move useful filing tables out of the viewer and into Excel-friendly outputs.
Keep source review and spreadsheet work connected instead of starting from scratch.
| Line item | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Revenue | 100.0 | 112.4 | 126.8 |
| Gross profit | 43.2 | 49.9 | 57.1 |
| Operating income | 21.8 | 25.6 | 30.2 |
| Free cash flow | 18.4 | 22.1 | 26.5 |