Analyze SEC 10-Q forms with AI.

Analyze SEC 10-Q forms with AI.

Reduce manual checks and unlock insights instantly.

Reduce manual checks and unlock insights instantly.

Benefits

Extract key financial data from 10-Q reports with pinpoint accuracy. Explore the knowledge work automation platform built for finance.

Team

Finance

Updated

2024

10Q report review in V7 Go
Metadata extraction from 10Q report
10Q report data extraction in V7 Go

Benefits

Extract key financial data from 10-Q reports with pinpoint accuracy. Explore the knowledge work automation platform built for finance.

Team

Finance

Updated

2024

10Q report review in V7 Go
Metadata extraction from 10Q report
10Q report data extraction in V7 Go

Challenge

Challenge

Challenge

Tired of slogging through hundreds of pages of SEC 10-Q reports? From understanding a company’s revenue growth to spotting hidden risks, analysts spend hours, even days, reviewing unaudited quarterly reports. The result? Missed opportunities and delayed decisions.

Tired of slogging through hundreds of pages of SEC 10-Q reports? From understanding a company’s revenue growth to spotting hidden risks, analysts spend hours, even days, reviewing unaudited quarterly reports. The result? Missed opportunities and delayed decisions.

V7 Go solves this problem with AI-powered automation. You can save valuable time and avoid costly errors.

V7 Go solves this problem with AI-powered automation. You can save valuable time and avoid costly errors.

Why V7 Go

Why V7 Go

Why V7 Go

Long document support

Handle hundreds of 10-Q filings at once. Process and extract financial data at scale and review entire portfolios in minutes.

Long document support

Handle hundreds of 10-Q filings at once. Process and extract financial data at scale and review entire portfolios in minutes.

Long document support

Handle hundreds of 10-Q filings at once. Process and extract financial data at scale and review entire portfolios in minutes.

AI citations

Verify every number against its original source in the 10-Q filing. AI will redline the document and provide citations so you can trust the insights.

AI citations

Verify every number against its original source in the 10-Q filing. AI will redline the document and provide citations so you can trust the insights.

AI citations

Verify every number against its original source in the 10-Q filing. AI will redline the document and provide citations so you can trust the insights.

Table & graph analysis

V7 Go extracts data from balance sheets, income statements, and performance charts to help you understand trends and financial health instantly.

Table & graph analysis

V7 Go extracts data from balance sheets, income statements, and performance charts to help you understand trends and financial health instantly.

Table & graph analysis

V7 Go extracts data from balance sheets, income statements, and performance charts to help you understand trends and financial health instantly.

Security & compliance

V7 Go meets the highest industry standards for data protection and compliance, so your financial insights are safe.

Security & compliance

V7 Go meets the highest industry standards for data protection and compliance, so your financial insights are safe.

Security & compliance

V7 Go meets the highest industry standards for data protection and compliance, so your financial insights are safe.

Permission levels

Need to manage large teams? Assign user roles and set permission levels to ensure the right people access the right information—perfect for investment banks and asset management firms.

Permission levels

Need to manage large teams? Assign user roles and set permission levels to ensure the right people access the right information—perfect for investment banks and asset management firms.

Permission levels

Need to manage large teams? Assign user roles and set permission levels to ensure the right people access the right information—perfect for investment banks and asset management firms.

Easy integration

Connect V7 Go with the databases and software your team already uses. The platform integrates with your existing systems and financial tools through API access.

Easy integration

Connect V7 Go with the databases and software your team already uses. The platform integrates with your existing systems and financial tools through API access.

Easy integration

Connect V7 Go with the databases and software your team already uses. The platform integrates with your existing systems and financial tools through API access.

ROI

ROI

ROI

35% productivity increase after automating form 10-Q reviews

Top hedge funds and private equity firms have seen a measurable productivity boost after adopting V7 Go. By cutting down manual processes and eliminating human error, these teams can now dedicate more time to strategic analysis and decision-making.

FAQ

FAQ

FAQ

Have questions?
Find answers.

What is an SEC Form 10-Q?

An SEC Form 10-Q is a quarterly financial report that publicly traded companies in the U.S. are required to file with the Securities and Exchange Commission (SEC). It contains unaudited financial statements, management discussion and analysis (MD&A), disclosures about market risks, and legal proceedings, providing a snapshot of the company’s financial performance over the previous quarter.

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What is an SEC Form 10-Q?

An SEC Form 10-Q is a quarterly financial report that publicly traded companies in the U.S. are required to file with the Securities and Exchange Commission (SEC). It contains unaudited financial statements, management discussion and analysis (MD&A), disclosures about market risks, and legal proceedings, providing a snapshot of the company’s financial performance over the previous quarter.

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What is an SEC Form 10-Q?

An SEC Form 10-Q is a quarterly financial report that publicly traded companies in the U.S. are required to file with the Securities and Exchange Commission (SEC). It contains unaudited financial statements, management discussion and analysis (MD&A), disclosures about market risks, and legal proceedings, providing a snapshot of the company’s financial performance over the previous quarter.

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How to read a 10-Q report?

To read a 10-Q report, start with the financial statements to understand the company’s revenue, earnings, and cash flow. Then, review the management’s discussion and analysis (MD&A) section to get insights into the company’s performance, strategy, and any risk factors. Finally, check the risk disclosures and legal updates for potential threats to the company’s business. Using tools like V7 Go can help automate the extraction of key data from 10-Q filings, making the process quicker and more accurate.

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How to read a 10-Q report?

To read a 10-Q report, start with the financial statements to understand the company’s revenue, earnings, and cash flow. Then, review the management’s discussion and analysis (MD&A) section to get insights into the company’s performance, strategy, and any risk factors. Finally, check the risk disclosures and legal updates for potential threats to the company’s business. Using tools like V7 Go can help automate the extraction of key data from 10-Q filings, making the process quicker and more accurate.

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How to read a 10-Q report?

To read a 10-Q report, start with the financial statements to understand the company’s revenue, earnings, and cash flow. Then, review the management’s discussion and analysis (MD&A) section to get insights into the company’s performance, strategy, and any risk factors. Finally, check the risk disclosures and legal updates for potential threats to the company’s business. Using tools like V7 Go can help automate the extraction of key data from 10-Q filings, making the process quicker and more accurate.

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What kind of information can be extracted from a 10-Q with V7 Go?

V7 Go can extract critical financial metrics like revenue, earnings per share (EPS), cash flow data, and market risk disclosures. It can also interpret complex financial tables, highlight trends, and summarize management’s discussion. Additionally, it ensures data accuracy with AI-driven citations directly from the 10-Q report.

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What kind of information can be extracted from a 10-Q with V7 Go?

V7 Go can extract critical financial metrics like revenue, earnings per share (EPS), cash flow data, and market risk disclosures. It can also interpret complex financial tables, highlight trends, and summarize management’s discussion. Additionally, it ensures data accuracy with AI-driven citations directly from the 10-Q report.

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What kind of information can be extracted from a 10-Q with V7 Go?

V7 Go can extract critical financial metrics like revenue, earnings per share (EPS), cash flow data, and market risk disclosures. It can also interpret complex financial tables, highlight trends, and summarize management’s discussion. Additionally, it ensures data accuracy with AI-driven citations directly from the 10-Q report.

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How can AI help streamline the review of 10-Q filings?

AI tools like V7 Go automate the process of extracting key financial data from 10-Q filings, reducing the time analysts spend sifting through dense documents. With features like table and chart interpretation, automated risk analysis, and real-time citations, V7 Go enhances the accuracy and speed of your 10-Q review process, allowing your team to focus on high-level decision-making.

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How can AI help streamline the review of 10-Q filings?

AI tools like V7 Go automate the process of extracting key financial data from 10-Q filings, reducing the time analysts spend sifting through dense documents. With features like table and chart interpretation, automated risk analysis, and real-time citations, V7 Go enhances the accuracy and speed of your 10-Q review process, allowing your team to focus on high-level decision-making.

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How can AI help streamline the review of 10-Q filings?

AI tools like V7 Go automate the process of extracting key financial data from 10-Q filings, reducing the time analysts spend sifting through dense documents. With features like table and chart interpretation, automated risk analysis, and real-time citations, V7 Go enhances the accuracy and speed of your 10-Q review process, allowing your team to focus on high-level decision-making.

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Is the data from 10-Q filings secure when using V7 Go?

Yes, V7 Go offers enterprise-grade security, ensuring that sensitive financial information from 10-Q filings is fully protected. It complies with industry standards and regulatory requirements, so you can confidently handle both public and confidential data.

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Is the data from 10-Q filings secure when using V7 Go?

Yes, V7 Go offers enterprise-grade security, ensuring that sensitive financial information from 10-Q filings is fully protected. It complies with industry standards and regulatory requirements, so you can confidently handle both public and confidential data.

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Is the data from 10-Q filings secure when using V7 Go?

Yes, V7 Go offers enterprise-grade security, ensuring that sensitive financial information from 10-Q filings is fully protected. It complies with industry standards and regulatory requirements, so you can confidently handle both public and confidential data.

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Can V7 Go integrate with existing financial tools for 10-Q reviews?

7 Go integrates with your existing financial tools and workflows via API access or third party tools like Zapier. This allows you to streamline 10-Q filing reviews within your current ecosystem, making it easier to adopt without disrupting your operations.

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Can V7 Go integrate with existing financial tools for 10-Q reviews?

7 Go integrates with your existing financial tools and workflows via API access or third party tools like Zapier. This allows you to streamline 10-Q filing reviews within your current ecosystem, making it easier to adopt without disrupting your operations.

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Can V7 Go integrate with existing financial tools for 10-Q reviews?

7 Go integrates with your existing financial tools and workflows via API access or third party tools like Zapier. This allows you to streamline 10-Q filing reviews within your current ecosystem, making it easier to adopt without disrupting your operations.

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Next steps

Automate the tedious process of 10-Q filing reviews with V7 Go.

Focus on high-level analysis and investment decisions.

You’ll hear back in less than 24 hours

Next steps

Automate the tedious process of 10-Q filing reviews with V7 Go.

Focus on high-level analysis and investment decisions.

Next steps

Automate the tedious process of 10-Q filing reviews with V7 Go.

Focus on high-level analysis and investment decisions.

You’ll hear back in less than 24 hours