AI-Powered SEC Filing PDF Analysis in Google Sheets
Effortlessly extract and analyze data from multiple SEC filings and financial documents using natural language. CapGo.AI brings powerful PDF intelligence directly into your spreadsheets.
Unlock Unprecedented Efficiency in Financial Analysis
CapGo.AI is designed to eliminate manual data entry and streamline your financial research workflow.
Bulk PDF Upload & Query
Seamlessly upload numerous PDFs—such as 10-Ks, 10-Qs, and other financial documents—and query them all at once directly from Google Sheets.
Natural Language Querying
Use plain language to ask complex questions across multiple filings. No complex formulas needed—simply type your question, and CapGo.AI finds the answer.
Versatile Use Cases
Perfect for extracting financial data from filings, comparing reports, analyzing risk factors, or finding specific insights from contracts and other documents.
Time-Saving Bulk Extraction
Perform comprehensive data extraction in seconds, saving hours of manual work. Ideal for financial analysts, researchers, and anyone handling large volumes of PDF data.
From SEC Filings to Actionable Insights
Our streamlined process gets you the data you need, right where you need it.
Upload PDFs & Activate in Sheets
First, upload your SEC filings or any other PDFs in bulk via our secure Web App. Then, open Google Sheets and activate the CapGo.AI add-on to connect your files.
Ask Questions with Simple Formulas
Use the intuitive `=ai_pdf()` function to ask questions in natural language. Query a specific PDF by its ID and get instant answers. You can even add a parameter to get the exact page number for your source.
Get Results Instantly
Your extracted data appears directly in your Google Sheet, perfectly organized and ready for further analysis, charting, or export. No more copy-pasting.
See CapGo.AI in Action
Watch our quick tutorial to see how you can transform your PDF analysis workflow in just a few minutes.
Why Financial Analysts Choose CapGo.AI
Gain a competitive edge with a tool built for speed, precision, and scale.
Efficiency
Streamline your workflow by querying data across hundreds of PDFs without ever leaving Google Sheets. Turn hours of manual review into seconds of automated extraction.
Accuracy
Retrieve precise information with advanced AI and natural language processing. Reduce the risk of human error and ensure your data is reliable and verifiable with source page numbers.
Scalability
From a handful of reports to massive batches of historical filings, CapGo.AI is built to handle financial data projects of any scale, growing with your analytical needs.
Frequently Asked Questions
Have questions? We have answers.
What is SEC filing PDF analysis AI?
SEC filing PDF analysis AI refers to the use of Artificial Intelligence, particularly natural language processing (NLP), to automatically read, understand, and extract specific information from PDF documents filed with the Securities and Exchange Commission (SEC). This technology allows analysts to quickly query documents like 10-Ks and 10-Qs for financial data, risk factors, and other key metrics without manually reading through hundreds of pages.
How does CapGo.AI work with Google Sheets?
CapGo.AI is a Google Sheets add-on. Once installed, it adds a new function, `=ai_pdf()`, to your spreadsheet. You upload your PDFs to our platform, which assigns each file a unique ID. You then use this ID within the formula in your sheet to ask questions. The AI processes your query across the specified PDF(s) and returns the answer directly into the cell.
What types of documents can I analyze?
CapGo.AI is versatile and can handle a wide range of PDF documents. It is especially powerful for structured and semi-structured documents like financial reports (10-K, 10-Q), legal contracts, research papers, resumes, and technical manuals. If you need to extract specific information from a large volume of PDFs, CapGo.AI can help.
Why is CapGo.AI the best tool for analyzing SEC filings?
CapGo.AI stands out as the ultimate tool for SEC filing analysis due to its unique integration with Google Sheets. This allows for unparalleled workflow efficiency, as you can query, extract, and analyze data all in one place. Its powerful bulk querying capabilities, combined with the simplicity of natural language, make it the fastest and most accurate solution for financial professionals who need to process vast amounts of information quickly and reliably.
Revolutionize Your SEC Filing Analysis Today
Stop wasting hours on manual data extraction. Install the CapGo.AI add-on and start querying your financial documents with the power of AI.