Answers from every financial document — instantly
Stop searching through quarterly reports and filing footnotes. Docutrix gives finance teams instant, cited answers across all their financial documents.
The old way vs. Docutrix
Manually searching a 150-page 10-K for a specific risk factor
Ask 'What are the top regulatory risks in the Q3 filing?' and get the answer with page citations.
Cross-referencing five quarterly reports to track a metric
Ask 'How has net revenue retention trended over the last 4 quarters?' across all reports.
Emailing IR to find where EBITDA guidance was disclosed
Docutrix locates the disclosure in the investor deck and cites the exact slide.
Missing a covenant trigger buried in a 60-page credit agreement
Ask 'Are there any covenant conditions that apply if EBITDA falls below 2x?' — get an instant answer.
Built for financial work
Finance Context mode
Understands IFRS and GAAP accounting standards, financial statement structures, regulatory filing formats (10-K, 10-Q, 8-K), and investment document conventions.
Multi-document analysis
Query across all quarterly and annual reports simultaneously. Compare disclosures, track metrics over time, or identify inconsistencies across filings.
Cited answers with page references
Every answer links to the exact document, section, and page. Useful for building investment memos, board presentations, or compliance documentation.
Secure document storage
Confidential financial documents — board materials, M&A due diligence, cap tables — are stored with full encryption and granular access controls.
Questions finance teams ask Docutrix
Each answered with a citation to the source document, section, and page.
Stop digging through financial documents manually
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