Use Cases / AskYourPDF for Finance
AskYourPDF for Finance: AI for Financial Analysis, 10-Ks, and Due Diligence
AskYourPDF is the AI for financial analysis used by equity analysts, portfolio managers, and corporate finance teams to read 10-Ks, S-1s, earnings transcripts, and board packs in minutes. Drop the report in, ask any question, extract line items to CSV, and compare period-over-period, all with citations.
5,000,000+ readers · GDPR-compliant · UK-hosted · Never used to train AI
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Your week as a finance professional is documents stacked on documents
A single 10-K runs 100 to 300 pages. A board pack is 80 to 150. An S-1 prospectus is 200 plus appendices. A typical analyst is reading three to five filings a week, plus earnings transcripts, plus management presentations, plus the diligence stack on whichever target is on the desk this month. The story is rarely in the headline numbers. It is in the segment reporting, the restated figures, the MD&A footnotes, and the language shifts in the risk factors that nobody has time to read carefully.
Generic AI chatbots cannot hold a 200-page filing in context. Single-purpose finance tools lock you into a data vendor or charge per filing. What finance professionals actually need is a tool that reads the whole report, extracts line items at any depth, compares to the prior period, and surfaces the language changes that move the model, on the AI model they trust.
If you are an equity research analyst covering an industry, a portfolio manager screening a deal, a finance lead at a growth company tracking your auditor's filings, a private credit analyst building a covenant view, or a corporate development lead doing M&A diligence, AskYourPDF is the AI for financial analysis built for you.
What AskYourPDF does for finance teams
AskYourPDF is an AI for financial analysis that reads 10-Ks, S-1s, earnings transcripts, and board packs end to end, extracts segment data and line items, compares period-over-period, and answers questions in plain English with citations to the exact page and footnote. Finance teams build cross-filing Knowledge Bases to track an entire industry or portfolio in one AI workspace.
Most AI tools chase numbers and forget the prose. AskYourPDF reads both. You get cited answers tied to the exact page, line-item extraction to CSV or JSON, period-over-period comparison through Compare PDF Documents, and Knowledge Bases that let you query an entire industry's filings in one chat. GPT-5 for general financial reading, Claude 4.5 Opus for footnote-level nuance, Gemini 2.5 Pro for foreign-market filings.
How finance professionals use AskYourPDF in 4 steps
Four steps from a 200-page filing to a cited brief for the Monday call.
Upload the filing or build a Knowledge Base
Drop a 10-K, 10-Q, S-1, prospectus, earnings transcript, or board pack. Or build a Knowledge Base of every quarterly filing in your coverage list. Premium handles 2,500 pages per file, Pro 6,000, Enterprise unlimited.
Example prompts:
- “Drop a 247-page 10-K”
- “Build a Knowledge Base of every 10-Q from my coverage list”
- “Drop an S-1 prospectus from a recent IPO”
Ask the filing any financial question
Get cited answers tied to the page and footnote. Switch to Claude 4.5 Opus for footnote nuance or GPT-5 for general reading.
Example prompts:
- “Revenue and gross margin by segment for the last 4 quarters”
- “What language changed in the risk factors versus prior year?”
- “Summarise the MD&A in 200 words with citations”
Extract line items to CSV
Use Data Extraction to pull revenue, costs, segment data, or any line item into a structured CSV ready for your model.
Example prompts:
- “Extract every revenue line item by segment and period as CSV”
- “Pull the operating expense breakdown for the last three years”
- “Extract every restated figure with original, new value, and cited reason”
Compare to prior period
Use Compare PDF Documents to diff this filing against prior quarter or prior year. Structured comparison grouped by section with citations to both filings.
Example prompts:
- “Compare this 10-K to last year's”
- “What changed in the risk factors?”
- “Surface every restated figure with original and new value”
Six tasks finance teams run on AskYourPDF
From 10-K analysis to M&A diligence, every financial document task in one tool.
10-K and annual report deep read
A 10-K runs 100 to 300 pages and the story is in MD&A and footnotes, not headline numbers.
How AskYourPDF helps
Pull the MD&A summary, segment growth drivers, and restated figures in one query. Switch to Claude 4.5 Opus for footnote-level reasoning.
Example prompts:
- “Summarise MD&A in 300 words with citations”
- “Top three risk factors and how they changed year over year”
- “Find every restated figure and the cited reason”
Earnings call transcript analysis
Transcripts hide the most important commentary in Q&A. Reading every transcript is slow.
How AskYourPDF helps
Extract management guidance, analyst Q&A on margin pressure, and tone shifts. Compare across quarters.
Example prompts:
- “Extract management full-year guidance and updates”
- “Which analyst questions did management decline?”
- “Compare gross margin tone to last quarter's call”
S-1 and IPO prospectus analysis
S-1s are dense disclosures with customer concentration, cohort retention, and related-party transactions buried in appendices.
How AskYourPDF helps
Pull cohort retention, customer concentration, related-party transactions, and legal proceedings into a structured brief.
Example prompts:
- “What is the customer concentration disclosure?”
- “List every related-party transaction with amount”
- “Summarise the cohort retention chart with underlying data”
Board pack and investor letter review
Board packs and investor letters arrive every quarter, often 80 to 150 pages.
How AskYourPDF helps
Generate a one-page executive brief, then chat with the deck to drill into segment KPIs before the call.
Example prompts:
- “Generate one-page executive brief of this board pack”
- “Cited rationale for capital allocation in section 5”
- “Compare KPIs in this quarter's board pack to last quarter's”
M&A diligence document review
Diligence touches financial statements, working-capital schedules, customer contracts, and management presentations.
How AskYourPDF helps
Group everything into a Knowledge Base. Ask cross-document questions: working-capital adjustment, customer concentration, indemnification carve-outs.
Example prompts:
- “Working-capital adjustment and how it was calculated”
- “Across customer contracts, top five customers by revenue”
- “Find every indemnification carve-out”
Private credit and covenant review
Private credit analysts watch covenant compliance every quarter across 30 portfolio companies and their amendments.
How AskYourPDF helps
Build a Knowledge Base of the loan agreement and every quarter's compliance certificate. Confirm compliance, surface waivers.
Example prompts:
- “Confirm leverage covenant compliance based on latest certificate”
- “Every covenant waiver granted in the last two years”
- “Extract the fixed-charge coverage ratio for each of the last 8 quarters”
AskYourPDF features finance teams use every week
Six capabilities that power every financial analysis workflow.
Chat with PDF for cited Q&A across a filing
Ask the 10-K, S-1, or board pack any question. Every answer cites the exact page.
Knowledge Base for cross-filing analysis
Group every quarterly filing into one Knowledge Base. Track an entire industry's filings in one chat.
Data Extraction for line items and segment data
Pull revenue, cost, segment growth into structured CSV ready for your model. Handles multi-page tables and footnote references.
Compare PDF Documents for period-over-period
Diff a 10-K against prior year or two earnings transcripts back to back. Surface restated figures and language changes.
PDF Summarizer for executive briefs
Generate a one-page brief of any 10-K, S-1, or board pack with TL;DR and three findings.
PDF Translation for foreign-market filings
Translate non-English filings with tables and footnotes preserved. Gemini 2.5 Pro recommended.
The best AI model for financial analysis
GPT-5 is our recommended default for financial analysis because of its strong handling of structured numerical content and segment data. Claude 4.5 Opus is the pick when the story is in MD&A footnotes, restated figures, related-party transactions, or risk factor language. Gemini 2.5 Pro is the right model for foreign-market filings.
AI model
Strength for this role
When to pick it
GPT-5
Strong handling of tables, segment data, standard financial prose
Recommended default for 10-K, 10-Q, earnings transcripts, board packs
Claude 4.5 Opus
Strongest reasoning over MD&A prose, footnotes, risk factor language
Pick when the story is in footnotes (restated figures, related-party transactions, covenant compliance)
Gemini 2.5 Pro
Deepest multilingual training depth
Pick for foreign-market filings: Chinese A-share, Japanese securities, European IFRS
Types of finance professionals who use AskYourPDF
Six finance sub-roles that have replaced hours of manual filing review with AskYourPDF.
Equity research analyst
Covers 15 to 30 companies. Reads every 10-K, 10-Q, and earnings transcript. Uses Knowledge Bases to ask one question across the whole industry's filings.
Portfolio manager or investment principal
Screens deals against a thesis. Drops S-1 or 10-K into AskYourPDF to pull cohort retention, customer concentration, working-capital position.
Finance lead or CFO at a growth company
Tracks auditor's filings, board pack process, investor letter cadence. Uses AskYourPDF to summarise board pack and compare period-over-period KPIs.
Private credit or special situations analyst
Monitors covenant compliance and amendment activity across 20 to 40 portfolio companies. Builds Knowledge Bases of loan documents and compliance certificates.
Corporate development or M&A lead
Runs diligence on targets across a stack of financial documents and customer contracts. Surfaces working-capital adjustments and customer concentration in one query.
FP&A analyst
Models the company's quarterly performance and benchmarks against peers. Uses Data Extraction to pull segment data into the model and Compare PDF Documents for period comparison.
Why AskYourPDF, not a generic chatbot, for financial analysis
Side by side with the alternatives, so you can see what changes when you choose AskYourPDF for financial work.
| Capability | Generic AI chatbot | Single-purpose tool | AskYourPDF |
|---|---|---|---|
| Read a 200-page 10-K end to end in one chat | No (tight context) | Often capped | Yes (up to 6,000 pages on Pro) |
| Cited answers tied to exact page and footnote | No | Sometimes | Yes |
| Line-item extraction to CSV | Manual copy-paste | Often limited | Yes (Data Extraction) |
| Period-over-period comparison with structured diff | No | Sometimes | Yes (Compare PDF Documents) |
| Cross-filing analysis across an industry | No | Limited | Yes (Knowledge Base up to 1,000 docs) |
| Multi-model AI including Claude 4.5 Opus and Gemini 2.5 Pro | Single model only | Single model only | Yes |
| Foreign-market filings in original language | Limited | Limited | Yes (Gemini 2.5 Pro) |
| Data used to train external AI | Often | Sometimes | Never |
| Privacy posture for confidential diligence | Rarely disclosed | Rarely disclosed | GDPR, UK-hosted |
Generic chatbots cannot hold a 200-page 10-K in context. Single-purpose finance tools lock you into a data vendor or charge per filing. AskYourPDF reads the full filing, extracts line items, compares to last quarter, and runs cross-industry queries on one subscription with the AI model you trust.
Why finance teams stay with AskYourPDF
5,000,000 readers · 6,000 pages per filing on Pro · Knowledge Base up to 1,000 docs on Enterprise · GPT-5, Claude 4.5 Opus, Gemini 2.5 Pro · GDPR-compliant · UK-hosted
“I cover 25 companies and read every 10-K. AskYourPDF cut the read-and-extract step from a full day to about 90 minutes per filing.”
Jordan M.
Equity Research Analyst
“We run M&A diligence in AskYourPDF Knowledge Bases. The cited cross-document answers are what makes the IC memo defensible.”
Priya N.
Corporate Development Principal
“I rebuilt our covenant compliance workflow around AskYourPDF. The extraction-to-CSV step alone saves the team a week per quarter.”
Alex R.
Private Credit Analyst
Pricing built for finance teams
Start free for one report a day. Upgrade with a $1 Trial when your filing volume calls for it. Enterprise for full coverage workflows with SSO.
Pro
Recommended
- 150 docs/day
- 6,000 pages per doc
- All Premium features
- Longer reply length
- Priority support
- Claude 4.5 Opus
- Gemini 2.5 Pro via credits
Recommended for finance: Pro. Pro for individual analysts (6,000-page filings, Claude 4.5 Opus via credits, Compare PDF Documents). Enterprise for analyst teams and investment firms (SSO, dedicated support, Knowledge Base scale).
Frequently asked questions about AskYourPDF for finance
Can AskYourPDF analyse a 10-K?
Yes. Drop the 10-K and ask any question in plain English. The AI returns cited answers tied to the exact page. Pro supports 10-Ks up to 6,000 pages.
Can AskYourPDF extract line items from a financial report?
Yes. Data Extraction pulls revenue, costs, segment data, restated figures into a structured CSV.
Can I compare two financial reports side by side?
Yes. Compare PDF Documents diffs two filings and returns a structured comparison grouped by section with citations.
Which AI model is best for financial reports?
GPT-5 is recommended default. Claude 4.5 Opus for footnote-level analysis. Gemini 2.5 Pro for foreign-market filings.
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Drop a 10-K, an earnings transcript, or a board pack and pull cited figures and risks in minutes. Premium and Pro start with a $1 trial.
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