SEC Filing

SEC Filing

Dramatically reduce the time it takes to complete an automation project for any company filing with the SEC. Charli’s Intelligent Workflows and Generative AI will easily find company records to extract information to be published to third-party systems.


Use Charli to do the heavy lifting of grabbing SEC filing documents related to the search parameters you’ve provided. Charli will analyze the documents and extract the information your analysts need to research.


Though analyzing and generating spreadsheets and reports based on these filings takes hundreds of steps, there are only a handful of steps you need to take — Charli intelligently identifies and completes the rest of them for you.

Charli will organize the content in a contextual manner so you can find appropriate information at a glance, analyze trends, and make decisions with confidence.

Accuracy out of the box.

It’s no surprise that it’s extremely important to have accurate information when analyzing financials, and fact-checking and verifying data can can be a time-consuming process for your team. Charli’s fact-based Generative AI, powered by the Ancaeus platform includes accuracy and fact-checking out of the box to ensure your data is verified and ready for analysis.

Spend less time managing documents & more time securing deals

Commercial real estate teams use Charli to extract information from agreements, synthesize documents and generate market reports.

Uncover hidden trends, reduce the risk of error and eliminate tedious admin tasks. Keep information synced up across various databases and platforms so you’re confident with your analysis.

Streamline your onboarding process & improve employee experience

HR teams use Charli to analyze resumes, manage onboarding, organize paperwork and extract information to make better business decisions.

With Charli, HR teams can speed up the resume review process and onboard employees more efficiently. Plus, Charli facilitates a modern employee experience by reducing administrative burden, automates content processes and supports remote teams.

Gain deeper market insights & put content writing on autopilot

Marketing & sales professionals use Charli to do more with their content.

Synthesize large amounts of articles to surface trends, keywords or sentiments. Make link clipping more powerful than ever before. And, let Charli write reports, articles, blog posts, whitepapers and more – with a level of quality you’ve never seen before.

Surface hidden relationships & eliminate the need to write reports manually

Research and analysis teams use Charli to reveal deeper insights and free up more time to provide value.

Charli can ingest, process, classify, synthesize and summarize large amounts of information from multiple data sources. Using AI and OCR, discover meaningful information, trends and keywords, and let Charli help write high-quality research reports.

Transform your business and supercharge your team with Charli