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Use case · Finance

Questions about filings and financial documents

Ask about disclosures, covenants and figures across filings and reports. Numbers are checked against the source tables, and conflicting readings are shown.

Ask things like

  • What covenants does this credit agreement place on additional debt?
  • Do the segment figures in the MD&A match the notes?
  • Summarise the risk-factor changes between these two annual reports.

Example

What a finance answer looks like

Every statement carries a label in words and the passage it rests on, so you can check the answer instead of trusting it.

Standard check10-K excerpt (sample).pdf

Question

What is the company's exposure to interest-rate changes?

In short: About 40% of its debt is floating-rate; a 1-point rise adds roughly 2.3 m in annual interest.

  1. 1Models agree

    Roughly 40% of borrowings carry floating rates.

    “…approximately 40% of our outstanding debt bears interest at variable rates…” (Item 7A)

  2. 2Models agree

    A 100 basis-point increase would raise annual interest by about 2.3 m.

    “…would increase annual interest expense by approximately $2.3 million.” (Item 7A)

  3. 3Not supported

    The company hedges all of its floating-rate debt.

    No passage in the document backs this.

Illustrative example. The document and its figures are fictional.

Why Danphe

Why finance teams use a council

  • Numbers with their source

    Each figure in the answer is tied to the table or passage it came from, so you can verify it in one click.

  • Vendor-neutral checking

    The checker is never the same model family as the author of the statement it checks.

  • Controls for your workspace

    Workspace rules can limit which model vendors may be used and require zero-data-retention providers.

Suggested depth: Standard or Thorough; Collections (Pro Max) for large document sets.

Good to know

Danphe does not give investment advice. Verify figures before relying on them.

How it works

How each question is checked

  1. Step 1: Reading sources

    Your documents are read and the passages that matter to the question are found.

  2. Step 2: Models answer on their own

    Models from different companies answer independently, without seeing each other's answers.

  3. Step 3: Cross-checking every statement

    Each statement is checked against your sources by models from other companies, with quotes.

  4. Step 4: Writing the answer

    An editor writes the answer from what held up, and marks what didn't.

Next

Try it on your own documents

The Free plan includes 60 credits a month: about six Standard questions.